B
SCHF icon

Bridgeworth’s Schwab International Equity ETF SCHF Stock Holding History

Bridgeworth’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
-332
Closed -$5K – 454
2018
Q2 		$5K Buy
+332
New +$5.64K ﹤0.01% 506
2017
Q1 		– Sell
-16,566
Closed -$229K – 150
2016
Q4 		$229K Buy
+16,566
New +$232K 0.13% 125

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
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
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 $374B AUM 17.66% 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

Bridgeworth's SCHF Position: Q3 2018 in Review

Bridgeworth sold out of Schwab International Equity ETF (SCHF) in Q3 2018, closing a stake of 332 shares — an estimated $5K sold.

Bridgeworth first reported a position in SCHF in Q4 2016 and held it in 2 quarters. The position peaked at $229K in Q4 2016. 532 funds tracked by Wall St. Rank hold SCHF as of Q3 2018.

  • Bridgeworth reported no remaining Schwab International Equity ETF position as of Q3 2018 after selling out during the quarter.
  • Bridgeworth sold 332 Schwab International Equity ETF shares in Q3 2018, an estimated $5K.
  • Bridgeworth first reported a position in Schwab International Equity ETF in Q4 2016 and held it in 2 quarters.
  • Bridgeworth's Schwab International Equity ETF position peaked at $229K in Q4 2016.
  • 532 funds tracked by Wall St. Rank held Schwab International Equity ETF as of Q3 2018.

Based on Bridgeworth's 13F filing for Q3 2018, filed 13 Nov 2018.