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Altium Wealth Management’s Schwab International Equity ETF SCHF Stock Holding History

Altium Wealth Management’s Portfolio SCHF Stock Details SCHF Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q2 		– Sell
-22,004
Closed -$371K – 275
2018
Q1 		$371K Buy
22,004
+480
+2% +$8.27K 0.15% 105
2017
Q4 		$367K Buy
+21,524
New +$366K 0.17% 101

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Altium Wealth Management's SCHF Position: Q2 2018 in Review

Altium Wealth Management sold out of Schwab International Equity ETF (SCHF) in Q2 2018, closing a stake of 22,004 shares — an estimated $371K sold.

Altium Wealth Management first reported a position in SCHF in Q4 2017 and held it in 2 quarters. The position peaked at $371K in Q1 2018. 514 funds tracked by Wall St. Rank hold SCHF as of Q2 2018.

  • Altium Wealth Management reported no remaining Schwab International Equity ETF position as of Q2 2018 after selling out during the quarter.
  • Altium Wealth Management sold 22,004 Schwab International Equity ETF shares in Q2 2018, an estimated $371K.
  • Altium Wealth Management first reported a position in Schwab International Equity ETF in Q4 2017 and held it in 2 quarters.
  • Altium Wealth Management's Schwab International Equity ETF position peaked at $371K in Q1 2018.
  • 514 funds tracked by Wall St. Rank held Schwab International Equity ETF as of Q2 2018.

Based on Altium Wealth Management's 13F filing for Q2 2018, filed 14 Aug 2018.