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Convergent Wealth Advisors’s Schwab International Equity ETF SCHF Stock Holding History

Convergent Wealth Advisors’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
2015
Q3 		$771K Sell
56,312
-105,564
-65% -$1.55M 0.17% 32
2015
Q2 		$2.47M Buy
161,876
+48,968
+43% +$769K 0.57% 19
2015
Q1 		$1.71M Buy
+112,908
New +$1.68M 0.26% 26

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
Betterment LLC
Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return
W
Wealthfront Palo Alto, California $10.4B AUM 6.15% 1-Year Est. Return
TH
TMFS Holdings Overland Park, Kansas $1.2B AUM 9.33% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
HSA
HBK Sorce Advisory Erie, Pennsylvania $5.27B AUM 19.34% 1-Year Est. Return
Bessemer Group
Bessemer Group Woodbridge, New Jersey $72.7B AUM 39.36% 1-Year Est. Return
FFA
Fragasso Financial Advisors Sewickley, Pennsylvania $1.88B AUM 23.81% 1-Year Est. Return

Convergent Wealth Advisors's SCHF Position: Q3 2015 in Review

Convergent Wealth Advisors reduced its Schwab International Equity ETF (SCHF) stake by 65% in Q3 2015, selling an estimated $1.55M and leaving 56,312 shares worth $771K. The position accounts for 0.17% of the portfolio, ranked #32.

Convergent Wealth Advisors first reported a position in SCHF in Q1 2015 and has held it in 3 quarters since. The position peaked at $2.47M in Q2 2015. 242 funds tracked by Wall St. Rank hold SCHF as of Q3 2015.

  • Convergent Wealth Advisors held 56,312 shares of Schwab International Equity ETF worth $771K as of Q3 2015.
  • Convergent Wealth Advisors sold 105,564 Schwab International Equity ETF shares in Q3 2015, an estimated $1.55M.
  • Schwab International Equity ETF made up 0.17% of Convergent Wealth Advisors's portfolio in Q3 2015, its #32 holding.
  • Convergent Wealth Advisors first reported a position in Schwab International Equity ETF in Q1 2015 and has held it in 3 quarters since.
  • Convergent Wealth Advisors's Schwab International Equity ETF position peaked at $2.47M in Q2 2015.
  • 242 funds tracked by Wall St. Rank held Schwab International Equity ETF as of Q3 2015.

Based on Convergent Wealth Advisors's 13F filing for Q3 2015, filed 16 Nov 2015.