Coe Capital Management’s Schwab International Equity ETF SCHF Stock Holding History

Coe Capital 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
2020 Q2	–	Sell	-31,290	Closed	-$404K	–	75
2020 Q1	$404K	Hold	31,290	–	–	0.67%	47
2019 Q4	$526K	Sell	31,290 -180	-0.6%	-$2.96K	0.67%	52
2019 Q3	$501K	Hold	31,470	–	–	0.55%	62
2019 Q2	$505K	Hold	31,470	–	–	0.56%	62
2019 Q1	$493K	Sell	31,470 -15,894	-34%	-$242K	0.57%	62
2018 Q4	$671K	Buy	+47,364	New	+$725K	0.82%	42

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

Coe Capital Management's SCHF Position: Q2 2020 in Review

Coe Capital Management sold out of Schwab International Equity ETF (SCHF) in Q2 2020, closing a stake of 31,290 shares — an estimated $404K sold.

Coe Capital Management first reported a position in SCHF in Q4 2018 and held it in 6 quarters. The position peaked at $671K in Q4 2018. 715 funds tracked by Wall St. Rank hold SCHF as of Q2 2020.

Coe Capital Management reported no remaining Schwab International Equity ETF position as of Q2 2020 after selling out during the quarter.
Coe Capital Management sold 31,290 Schwab International Equity ETF shares in Q2 2020, an estimated $404K.
Coe Capital Management first reported a position in Schwab International Equity ETF in Q4 2018 and held it in 6 quarters.
Coe Capital Management's Schwab International Equity ETF position peaked at $671K in Q4 2018.
715 funds tracked by Wall St. Rank held Schwab International Equity ETF as of Q2 2020.

Based on Coe Capital Management's 13F filing for Q2 2020, filed 15 Jul 2020.