Concert Wealth Management’s Schwab International Equity ETF SCHF Stock Holding History

Concert Wealth 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
2017 Q3	$551K	Sell	32,770 -19,858	-38%	-$324K	2.23%	16
2017 Q2	$837K	Buy	52,628 +8,602	+20%	+$134K	0.81%	32
2017 Q1	$604K	Buy	44,026 +9,380	+27%	+$136K	0.14%	211
2016 Q4	$476K	Buy	34,646 +8,032	+30%	+$113K	0.11%	262
2016 Q3	$382K	Buy	26,614 +2,250	+9%	+$31.7K	0.05%	434
2016 Q2	$324K	Buy	+24,364	New	+$333K	0.04%	436
2016 Q1	–	Sell	-57,364	Closed	-$788K	–	705
2015 Q4	$788K	Sell	57,364 -5,732	-9%	-$82.1K	0.11%	246
2015 Q3	$862K	Sell	63,096 -3,908	-6%	-$57.4K	0.12%	225
2015 Q2	$1.02M	Buy	67,004 +41,246	+160%	+$648K	0.13%	198
2015 Q1	$11K	Buy	25,758 +7,400	+40%	+$110K	﹤0.01%	470
2014 Q4	$265K	Sell	18,358 -504	-3%	-$7.59K	0.04%	496
2014 Q3	$295K	Buy	18,862 +4,010	+27%	+$64.8K	0.04%	393
2014 Q2	$225K	Buy	+14,852	New	+$239K	0.03%	487

Other funds holding SCHF

CSIA

Charles Schwab Investment Advisory San Francisco, California $72.8B AUM 10.03% 1-Year Est. Return

Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

PCA

Personal Capital Advisors Redwood City, California $20.6B AUM 13.65% 1-Year Est. Return

Wealthfront Palo Alto, California $10.4B AUM 6.15% 1-Year Est. Return

Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Bessemer Group Woodbridge, New Jersey $72.7B AUM 39.36% 1-Year Est. Return

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

Concert Wealth Management's SCHF Position: Q3 2017 in Review

Concert Wealth Management reduced its Schwab International Equity ETF (SCHF) stake by 38% in Q3 2017, selling an estimated $324K and leaving 32,770 shares worth $551K. The position accounts for 2.23% of the portfolio, ranked #16.

Concert Wealth Management first reported a position in SCHF in Q2 2014 and has held it in 13 quarters since. The position peaked at $1.02M in Q2 2015. 409 funds tracked by Wall St. Rank hold SCHF as of Q3 2017.

Concert Wealth Management held 32,770 shares of Schwab International Equity ETF worth $551K as of Q3 2017.
Concert Wealth Management sold 19,858 Schwab International Equity ETF shares in Q3 2017, an estimated $324K.
Schwab International Equity ETF made up 2.23% of Concert Wealth Management's portfolio in Q3 2017, its #16 holding.
Concert Wealth Management first reported a position in Schwab International Equity ETF in Q2 2014 and has held it in 13 quarters since.
Concert Wealth Management's Schwab International Equity ETF position peaked at $1.02M in Q2 2015.
409 funds tracked by Wall St. Rank held Schwab International Equity ETF as of Q3 2017.

Based on Concert Wealth Management's 13F filing for Q3 2017, filed 14 Nov 2017.