Boston Private Bank & Trust’s Schwab International Equity ETF SCHF Stock Holding History

Boston Private Bank & Trust’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
2015 Q1	$3.11M	Buy	205,468 +1,736	+0.9%	+$25.8K	0.14%	148
2014 Q4	$2.94M	Buy	203,732 +3,200	+2%	+$48.2K	0.14%	156
2014 Q3	$3.11M	Buy	200,532 +9,330	+5%	+$151K	0.15%	148
2014 Q2	$3.15M	Sell	191,202 -3,206	-2%	-$51.6K	0.15%	148
2014 Q1	$3.06M	Buy	194,408 +16,834	+9%	+$260K	0.16%	146
2013 Q4	$2.8M	Buy	177,574 +22,534	+15%	+$351K	0.14%	161
2013 Q3	$2.36M	Buy	155,040 +6,920	+5%	+$101K	0.13%	163
2013 Q2	$2.02M	Buy	+148,120	New	+$2.1M	0.12%	169

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 $52.8B AUM 15.34% 1-Year Est. Return

FFA

Fragasso Financial Advisors Sewickley, Pennsylvania $1.88B AUM 23.81% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

BCWM LLC Overland Park, Kansas $353M AUM 20.1% 1-Year Est. Return

HSA

HBK Sorce Advisory Erie, Pennsylvania $5.05B AUM 16.64% 1-Year Est. Return

Bessemer Group Woodbridge, New Jersey $63.6B AUM 28.76% 1-Year Est. Return

OMC

Old Mission Capital Chicago, Illinois $6.3B AUM 14.68% 1-Year Est. Return

Boston Private Bank & Trust's SCHF Position: Q1 2015 in Review

Boston Private Bank & Trust increased its Schwab International Equity ETF (SCHF) stake by 0.85% in Q1 2015, buying an estimated $25.8K and bringing the position to 205,468 shares worth $3.11M. The position accounts for 0.14% of the portfolio, ranked #148.

Boston Private Bank & Trust first reported a position in SCHF in Q2 2013 and has held it in 8 quarters since. The position peaked at $3.15M in Q2 2014. 226 funds tracked by Wall St. Rank hold SCHF as of Q1 2015.

Boston Private Bank & Trust held 205,468 shares of Schwab International Equity ETF worth $3.11M as of Q1 2015.
Boston Private Bank & Trust bought 1,736 Schwab International Equity ETF shares in Q1 2015, an estimated $25.8K.
Schwab International Equity ETF made up 0.14% of Boston Private Bank & Trust's portfolio in Q1 2015, its #148 holding.
Boston Private Bank & Trust first reported a position in Schwab International Equity ETF in Q2 2013 and has held it in 8 quarters since.
Boston Private Bank & Trust's Schwab International Equity ETF position peaked at $3.15M in Q2 2014.
226 funds tracked by Wall St. Rank held Schwab International Equity ETF as of Q1 2015.

Based on Boston Private Bank & Trust's 13F filing for Q1 2015, filed 9 Apr 2015.