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

Arbor 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
2019
Q2 		– Sell
-876
Closed -$14K – 237
2019
Q1 		$14K Buy
876
+44
+5% +$671 0.01% 124
2018
Q4 		$12K Buy
+832
New +$12.7K 0.01% 116

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CSIA
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PCA
Personal Capital Advisors Redwood City, California $20.6B AUM 13.65% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
Bessemer Group
Bessemer Group Woodbridge, New Jersey $63.6B AUM 28.76% 1-Year Est. Return

Arbor Wealth Management's SCHF Position: Q2 2019 in Review

Arbor Wealth Management sold out of Schwab International Equity ETF (SCHF) in Q2 2019, closing a stake of 876 shares — an estimated $14K sold.

Arbor Wealth Management first reported a position in SCHF in Q4 2018 and held it in 2 quarters. The position peaked at $14K in Q1 2019. 665 funds tracked by Wall St. Rank hold SCHF as of Q2 2019.

  • Arbor Wealth Management reported no remaining Schwab International Equity ETF position as of Q2 2019 after selling out during the quarter.
  • Arbor Wealth Management sold 876 Schwab International Equity ETF shares in Q2 2019, an estimated $14K.
  • Arbor Wealth Management first reported a position in Schwab International Equity ETF in Q4 2018 and held it in 2 quarters.
  • Arbor Wealth Management's Schwab International Equity ETF position peaked at $14K in Q1 2019.
  • 665 funds tracked by Wall St. Rank held Schwab International Equity ETF as of Q2 2019.

Based on Arbor Wealth Management's 13F filing for Q2 2019, filed 16 Jul 2019.