Ancora Family Wealth Advisors’s Schwab International Equity ETF SCHF Stock Holding History

Ancora Family Wealth Advisors’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
2016 Q3	$4.39M	Buy	304,722 +7,676	+3%	+$108K	1.49%	12
2016 Q2	$4.03M	Buy	297,046 +3,506	+1%	+$48K	1.52%	12
2016 Q1	$3.98M	Buy	293,540 +10,260	+4%	+$133K	1.62%	11
2015 Q4	$3.9M	Sell	283,280 -31,920	-10%	-$457K	1.67%	10
2015 Q3	$4.31M	Buy	+315,200	New	+$4.63M	1.8%	7

Other funds holding SCHF

CSIA

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

PCA

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

Wealthfront Palo Alto, California $10.4B AUM 6.15% 1-Year Est. Return

Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return

TMFS Holdings Overland Park, Kansas $1.2B AUM 9.33% 1-Year Est. Return

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Bessemer Group Woodbridge, New Jersey $72.7B AUM 39.36% 1-Year Est. Return

HSA

HBK Sorce Advisory Erie, Pennsylvania $5.27B AUM 19.34% 1-Year Est. Return

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

Ancora Family Wealth Advisors's SCHF Position: Q3 2016 in Review

Ancora Family Wealth Advisors increased its Schwab International Equity ETF (SCHF) stake by 2.6% in Q3 2016, buying an estimated $108K and bringing the position to 304,722 shares worth $4.39M. The position accounts for 1.49% of the portfolio, ranked #12.

Ancora Family Wealth Advisors first reported a position in SCHF in Q3 2015 and has held it in 5 quarters since. 292 funds tracked by Wall St. Rank hold SCHF as of Q3 2016.

Ancora Family Wealth Advisors held 304,722 shares of Schwab International Equity ETF worth $4.39M as of Q3 2016.
Ancora Family Wealth Advisors bought 7,676 Schwab International Equity ETF shares in Q3 2016, an estimated $108K.
Schwab International Equity ETF made up 1.49% of Ancora Family Wealth Advisors's portfolio in Q3 2016, its #12 holding.
Ancora Family Wealth Advisors first reported a position in Schwab International Equity ETF in Q3 2015 and has held it in 5 quarters since.
292 funds tracked by Wall St. Rank held Schwab International Equity ETF as of Q3 2016.

Based on Ancora Family Wealth Advisors's 13F filing for Q3 2016, filed 4 Nov 2016.