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CPWM LLC’s Schwab International Equity ETF SCHF Stock Holding History

CPWM LLC’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
2018
Q4 		– Sell
-13,824
Closed -$232K – 287
2018
Q3 		$232K Buy
+13,824
New +$230K 0.03% 266

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PCA
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Betterment LLC
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Charles Schwab
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JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
BL
BCWM LLC Overland Park, Kansas $353M AUM 20.1% 1-Year Est. Return

CPWM LLC's SCHF Position: Q4 2018 in Review

CPWM LLC sold out of Schwab International Equity ETF (SCHF) in Q4 2018, closing a stake of 13,824 shares — an estimated $232K sold.

CPWM LLC first reported a position in SCHF in Q3 2018 and held it in 1 quarter. The position peaked at $232K in Q3 2018. 632 funds tracked by Wall St. Rank hold SCHF as of Q4 2018.

  • CPWM LLC reported no remaining Schwab International Equity ETF position as of Q4 2018 after selling out during the quarter.
  • CPWM LLC sold 13,824 Schwab International Equity ETF shares in Q4 2018, an estimated $232K.
  • CPWM LLC first reported a position in Schwab International Equity ETF in Q3 2018 and held it in 1 quarter.
  • CPWM LLC's Schwab International Equity ETF position peaked at $232K in Q3 2018.
  • 632 funds tracked by Wall St. Rank held Schwab International Equity ETF as of Q4 2018.

Based on CPWM LLC's 13F filing for Q4 2018, filed 8 Feb 2019.