American Economic Planning Group’s Schwab International Equity ETF SCHF Stock Holding History

American Economic Planning Group’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
2019 Q3	–	Sell	-18,968	Closed	-$304K	–	96
2019 Q2	$304K	Buy	18,968 +5,560	+41%	+$88K	0.09%	65
2019 Q1	$210K	Sell	13,408 -521,978	-97%	-$7.96M	0.07%	84
2018 Q4	$7.59M	Buy	+535,386	New	+$8.19M	2.45%	10

Other funds holding SCHF

CSIA

Charles Schwab Investment Advisory San Francisco, California $72.8B AUM 10.03% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

PCA

Personal Capital Advisors Redwood City, California $20.6B AUM 13.65% 1-Year Est. Return

Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

American Economic Planning Group's SCHF Position: Q3 2019 in Review

American Economic Planning Group sold out of Schwab International Equity ETF (SCHF) in Q3 2019, closing a stake of 18,968 shares — an estimated $304K sold.

American Economic Planning Group first reported a position in SCHF in Q4 2018 and held it in 3 quarters. The position peaked at $7.59M in Q4 2018. 667 funds tracked by Wall St. Rank hold SCHF as of Q3 2019.

American Economic Planning Group reported no remaining Schwab International Equity ETF position as of Q3 2019 after selling out during the quarter.
American Economic Planning Group sold 18,968 Schwab International Equity ETF shares in Q3 2019, an estimated $304K.
American Economic Planning Group first reported a position in Schwab International Equity ETF in Q4 2018 and held it in 3 quarters.
American Economic Planning Group's Schwab International Equity ETF position peaked at $7.59M in Q4 2018.
667 funds tracked by Wall St. Rank held Schwab International Equity ETF as of Q3 2019.

Based on American Economic Planning Group's 13F filing for Q3 2019, filed 9 Oct 2019.