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Berkshire Money Management’s Schwab International Equity ETF SCHF Stock Holding History

Berkshire Money 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
2018
Q3 		– Sell
-420,552
Closed -$7M – 26
2018
Q2 		$7M Sell
420,552
-47,018
-10% -$799K 1.63% 11
2018
Q1 		$7.88M Buy
+467,570
New +$8.05M 1.97% 10

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Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
PCA
Personal Capital Advisors Redwood City, California $20.6B AUM 13.65% 1-Year Est. Return
W
Wealthfront Palo Alto, California $10.4B AUM 6.15% 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
Bessemer Group
Bessemer Group Woodbridge, New Jersey $63.6B AUM 28.76% 1-Year Est. Return

Berkshire Money Management's SCHF Position: Q3 2018 in Review

Berkshire Money Management sold out of Schwab International Equity ETF (SCHF) in Q3 2018, closing a stake of 420,552 shares — an estimated $7M sold.

Berkshire Money Management first reported a position in SCHF in Q1 2018 and held it in 2 quarters. The position peaked at $7.88M in Q1 2018. 533 funds tracked by Wall St. Rank hold SCHF as of Q3 2018.

  • Berkshire Money Management reported no remaining Schwab International Equity ETF position as of Q3 2018 after selling out during the quarter.
  • Berkshire Money Management sold 420,552 Schwab International Equity ETF shares in Q3 2018, an estimated $7M.
  • Berkshire Money Management first reported a position in Schwab International Equity ETF in Q1 2018 and held it in 2 quarters.
  • Berkshire Money Management's Schwab International Equity ETF position peaked at $7.88M in Q1 2018.
  • 533 funds tracked by Wall St. Rank held Schwab International Equity ETF as of Q3 2018.

Based on Berkshire Money Management's 13F filing for Q3 2018, filed 17 Oct 2018.