Capital Advisory Group Advisory Services’s Schwab International Equity ETF SCHF Stock Holding History

Capital Advisory Group Advisory Services’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 Q2	–	Sell	-246	Closed	-$3K	–	501
2020 Q1	$3K	Sell	246 -6,326	-96%	-$97.3K	﹤0.01%	355
2019 Q4	$110K	Buy	6,572 +6,326	+2,572%	+$104K	0.06%	119
2019 Q3	$4K	Hold	246	–	–	﹤0.01%	357
2019 Q2	$4K	Hold	246	–	–	﹤0.01%	352
2019 Q1	$4K	Hold	246	–	–	﹤0.01%	342
2018 Q4	$3K	Hold	246	–	–	﹤0.01%	333
2018 Q3	$4K	Hold	246	–	–	﹤0.01%	307
2018 Q2	$4K	Sell	246 -500	-67%	-$8.5K	﹤0.01%	291
2018 Q1	$12K	Buy	+746	New	+$12.8K	0.01%	221

Other funds holding SCHF

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

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 Advisers Palo Alto, California $45.6B AUM 18.83% 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

SCM

SCS Capital Management Boston, Massachusetts $9.44B AUM 18.1% 1-Year Est. Return

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Capital Advisory Group Advisory Services's SCHF Position: Q2 2020 in Review

Capital Advisory Group Advisory Services sold out of Schwab International Equity ETF (SCHF) in Q2 2020, closing a stake of 246 shares — an estimated $3K sold.

Capital Advisory Group Advisory Services first reported a position in SCHF in Q1 2018 and held it in 9 quarters. The position peaked at $110K in Q4 2019. 715 funds tracked by Wall St. Rank hold SCHF as of Q2 2020.

Capital Advisory Group Advisory Services reported no remaining Schwab International Equity ETF position as of Q2 2020 after selling out during the quarter.
Capital Advisory Group Advisory Services sold 246 Schwab International Equity ETF shares in Q2 2020, an estimated $3K.
Capital Advisory Group Advisory Services first reported a position in Schwab International Equity ETF in Q1 2018 and held it in 9 quarters.
Capital Advisory Group Advisory Services's Schwab International Equity ETF position peaked at $110K in Q4 2019.
715 funds tracked by Wall St. Rank held Schwab International Equity ETF as of Q2 2020.

Based on Capital Advisory Group Advisory Services's 13F filing for Q2 2020, filed 14 Aug 2020.