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D. Scott Neal’s Schwab International Equity ETF SCHF Stock Holding History

D. Scott Neal’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
Q2 		– Sell
-6
Closed – – 144
2018
Q1 		$0 Hold
6
– – ﹤0.01% 176
2017
Q4 		$0 Hold
6
– – ﹤0.01% 183
2017
Q3 		$0 Hold
6
– – ﹤0.01% 191
2017
Q2 		$0 Hold
6
– – ﹤0.01% 184
2017
Q1 		$0 Hold
6
– – ﹤0.01% 169
2016
Q4 		$0 Hold
6
– – ﹤0.01% 180
2016
Q3 		$0 Sell
6
-24,808
-100% -$350K ﹤0.01% 191
2016
Q2 		$336K Sell
24,814
-1,176
-5% -$16.1K 0.3% 23
2016
Q1 		$352K Sell
25,990
-2,006
-7% -$26K 0.33% 23
2015
Q4 		$386K Sell
27,996
-2,330
-8% -$33.4K 0.31% 23
2015
Q3 		$415K Sell
30,326
-32,922
-52% -$484K 0.35% 24
2015
Q2 		$964K Buy
63,248
+17,138
+37% +$269K 0.66% 18
2015
Q1 		$697K Sell
46,110
-1,724
-4% -$25.6K 0.5% 20
2014
Q4 		$691K Sell
47,834
-1,042
-2% -$15.7K 0.49% 19
2014
Q3 		$758K Sell
48,876
-482
-1% -$7.79K 0.6% 17
2014
Q2 		$814K Buy
49,358
+10,300
+26% +$166K 0.64% 17
2014
Q1 		$615K Buy
39,058
+7,478
+24% +$116K 0.52% 27
2013
Q4 		$498K Buy
+31,580
New +$491K 0.45% 25

Other funds holding SCHF

CSIA
Charles Schwab Investment Advisory San Francisco, California $72.8B AUM 10.03% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return
PCA
Personal Capital Advisors Redwood City, California $20.6B AUM 13.65% 1-Year Est. Return
W
Wealthfront Palo Alto, California $10.4B AUM 6.15% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $59.1B AUM 18.41% 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
Bessemer Group
Bessemer Group Woodbridge, New Jersey $72.7B AUM 39.36% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

D. Scott Neal's SCHF Position: Q2 2018 in Review

D. Scott Neal sold out of Schwab International Equity ETF (SCHF) in Q2 2018, closing a stake of 6 shares.

D. Scott Neal first reported a position in SCHF in Q4 2013 and held it in 18 quarters. The position peaked at $964K in Q2 2015. 514 funds tracked by Wall St. Rank hold SCHF as of Q2 2018.

  • D. Scott Neal reported no remaining Schwab International Equity ETF position as of Q2 2018 after selling out during the quarter.
  • D. Scott Neal sold 6 Schwab International Equity ETF shares in Q2 2018.
  • D. Scott Neal first reported a position in Schwab International Equity ETF in Q4 2013 and held it in 18 quarters.
  • D. Scott Neal's Schwab International Equity ETF position peaked at $964K in Q2 2015.
  • 514 funds tracked by Wall St. Rank held Schwab International Equity ETF as of Q2 2018.

Based on D. Scott Neal's 13F filing for Q2 2018, filed 15 Aug 2018.