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Compass Efficient Model Portfolios’s Schwab International Equity ETF SCHF Stock Holding History

Compass Efficient Model Portfolios’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
2013
Q4 		$13K Buy
846
+128
+18% +$1.99K 0.49% 53
2013
Q3 		$11K Buy
+718
New +$10.5K 0.08% 48

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
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
CCA
Cobblestone Capital Advisors Rochester, New York $2.08B AUM 17.27% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
VWM
Vector Wealth Management Minneapolis, Minnesota $142M AUM 10.42% 1-Year Est. Return
CCWA
CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.61B AUM 16.44% 1-Year Est. Return
AA
Apriem Advisors Irvine, California $1.05B AUM 22.09% 1-Year Est. Return
HSA
HBK Sorce Advisory Erie, Pennsylvania $5.05B AUM 16.64% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Compass Efficient Model Portfolios's SCHF Position: Q4 2013 in Review

Compass Efficient Model Portfolios increased its Schwab International Equity ETF (SCHF) stake by 18% in Q4 2013, buying an estimated $1.99K and bringing the position to 846 shares worth $13K. The position accounts for 0.49% of the portfolio, ranked #53.

Compass Efficient Model Portfolios first reported a position in SCHF in Q3 2013 and has held it in 2 quarters since. 136 funds tracked by Wall St. Rank hold SCHF as of Q4 2013.

  • Compass Efficient Model Portfolios held 846 shares of Schwab International Equity ETF worth $13K as of Q4 2013.
  • Compass Efficient Model Portfolios bought 128 Schwab International Equity ETF shares in Q4 2013, an estimated $1.99K.
  • Schwab International Equity ETF made up 0.49% of Compass Efficient Model Portfolios's portfolio in Q4 2013, its #53 holding.
  • Compass Efficient Model Portfolios first reported a position in Schwab International Equity ETF in Q3 2013 and has held it in 2 quarters since.
  • 136 funds tracked by Wall St. Rank held Schwab International Equity ETF as of Q4 2013.

Based on Compass Efficient Model Portfolios's 13F filing for Q4 2013, filed 20 Feb 2014.