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

Capital 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
2020
Q2 		– Sell
-13,348
Closed -$172K – 582
2020
Q1 		$172K Buy
13,348
+12,978
+3,508% +$200K ﹤0.01% 294
2019
Q4 		$6K Buy
+370
New +$6.09K ﹤0.01% 605

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Financial Engines Advisors
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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
Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 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
SCM
SCS Capital Management Boston, Massachusetts $9.44B AUM 18.1% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Capital Bank & Trust's SCHF Position: Q2 2020 in Review

Capital Bank & Trust sold out of Schwab International Equity ETF (SCHF) in Q2 2020, closing a stake of 13,348 shares — an estimated $172K sold.

Capital Bank & Trust first reported a position in SCHF in Q4 2019 and held it in 2 quarters. The position peaked at $172K in Q1 2020. 715 funds tracked by Wall St. Rank hold SCHF as of Q2 2020.

  • Capital Bank & Trust reported no remaining Schwab International Equity ETF position as of Q2 2020 after selling out during the quarter.
  • Capital Bank & Trust sold 13,348 Schwab International Equity ETF shares in Q2 2020, an estimated $172K.
  • Capital Bank & Trust first reported a position in Schwab International Equity ETF in Q4 2019 and held it in 2 quarters.
  • Capital Bank & Trust's Schwab International Equity ETF position peaked at $172K in Q1 2020.
  • 715 funds tracked by Wall St. Rank held Schwab International Equity ETF as of Q2 2020.

Based on Capital Bank & Trust's 13F filing for Q2 2020, filed 14 Aug 2020.