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Balasa Dinverno & Foltz’s Schwab International Equity ETF SCHF Stock Holding History

Balasa Dinverno & Foltz’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
2020
Q1 		– Sell
-14,252
Closed -$240K – 284
2019
Q4 		$240K Hold
14,252
– – 0.03% 235
2019
Q3 		$227K Buy
+14,252
New +$224K 0.03% 229

Other funds holding SCHF

Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return
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
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
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
SCM
SCS Capital Management Boston, Massachusetts $9.44B AUM 18.1% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Balasa Dinverno & Foltz's SCHF Position: Q1 2020 in Review

Balasa Dinverno & Foltz sold out of Schwab International Equity ETF (SCHF) in Q1 2020, closing a stake of 14,252 shares — an estimated $240K sold.

Balasa Dinverno & Foltz first reported a position in SCHF in Q3 2019 and held it in 2 quarters. The position peaked at $240K in Q4 2019. 737 funds tracked by Wall St. Rank hold SCHF as of Q1 2020.

  • Balasa Dinverno & Foltz reported no remaining Schwab International Equity ETF position as of Q1 2020 after selling out during the quarter.
  • Balasa Dinverno & Foltz sold 14,252 Schwab International Equity ETF shares in Q1 2020, an estimated $240K.
  • Balasa Dinverno & Foltz first reported a position in Schwab International Equity ETF in Q3 2019 and held it in 2 quarters.
  • Balasa Dinverno & Foltz's Schwab International Equity ETF position peaked at $240K in Q4 2019.
  • 737 funds tracked by Wall St. Rank held Schwab International Equity ETF as of Q1 2020.

Based on Balasa Dinverno & Foltz's 13F filing for Q1 2020, filed 30 Apr 2020.