Beacon Pointe Wealth Advisors’s Schwab International Equity ETF SCHF Stock Holding History

Beacon Pointe 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
2019 Q4	$1.48M	Sell	87,732 -19,290	-18%	-$317K	0.27%	79
2019 Q3	$1.71M	Buy	107,022 +8,298	+8%	+$131K	0.36%	63
2019 Q2	$1.59M	Sell	98,724 -1,782	-2%	-$28.2K	0.34%	64
2019 Q1	$1.57M	Sell	100,506 -16,568	-14%	-$253K	0.36%	57
2018 Q4	$1.66M	Buy	+117,074	New	+$1.79M	0.6%	37

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

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

Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return

Beacon Pointe Wealth Advisors's SCHF Position: Q4 2019 in Review

Beacon Pointe Wealth Advisors reduced its Schwab International Equity ETF (SCHF) stake by 18% in Q4 2019, selling an estimated $317K and leaving 87,732 shares worth $1.48M. The position accounts for 0.27% of the portfolio, ranked #79.

Beacon Pointe Wealth Advisors first reported a position in SCHF in Q4 2018 and has held it in 5 quarters since. The position peaked at $1.71M in Q3 2019. 765 funds tracked by Wall St. Rank hold SCHF as of Q4 2019.

Beacon Pointe Wealth Advisors held 87,732 shares of Schwab International Equity ETF worth $1.48M as of Q4 2019.
Beacon Pointe Wealth Advisors sold 19,290 Schwab International Equity ETF shares in Q4 2019, an estimated $317K.
Schwab International Equity ETF made up 0.27% of Beacon Pointe Wealth Advisors's portfolio in Q4 2019, its #79 holding.
Beacon Pointe Wealth Advisors first reported a position in Schwab International Equity ETF in Q4 2018 and has held it in 5 quarters since.
Beacon Pointe Wealth Advisors's Schwab International Equity ETF position peaked at $1.71M in Q3 2019.
765 funds tracked by Wall St. Rank held Schwab International Equity ETF as of Q4 2019.

Based on Beacon Pointe Wealth Advisors's 13F filing for Q4 2019, filed 14 Feb 2020.