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DPA
Delphi Private Advisors’s
Schwab International Equity ETF
SCHF
Stock Holding History
Delphi Private Advisors’s Portfolio
SCHF Stock Details
SCHF Fund Activity
Bought
Maintained
Sold
Shares
Quarter
Market Value
Status
Shares
Change in
Stake
Trade Value
Portfolio Weight
Portfolio Position
2018
Q4
–
Sell
-14,432
Closed
-$242K
–
62
2018
Q3
$242K
Buy
14,432
+482
+3%
+$8.02K
0.82%
11
2018
Q2
$231K
Hold
13,950
–
–
0.77%
11
2018
Q1
$235K
Sell
13,950
-17,740
-56%
-$306K
0.93%
12
2017
Q4
$540K
Hold
31,690
–
–
1.33%
7
2017
Q3
$530K
Hold
31,690
–
–
1.55%
7
2017
Q2
$504K
Hold
31,690
–
–
1.01%
7
2017
Q1
$473K
Sell
31,690
-94,100
-75%
-$1.37M
0.86%
7
2016
Q4
$1.74M
Buy
125,790
+111,810
+800%
+$1.57M
3.06%
5
2016
Q3
$201K
Hold
13,980
–
–
0.35%
11
2016
Q2
$189K
Sell
13,980
-3,300
-19%
-$45.2K
0.35%
13
2016
Q1
$234K
Sell
17,280
-59,070
-77%
-$767K
0.42%
11
2015
Q4
$1.05M
Buy
+76,350
New
+$1.09M
1.8%
6
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
Milwaukee, Wisconsin
$162B AUM
16.35%
1-Year Est. Return
Financial Engines Advisors
Santa Clara, California
$49.2B AUM
14.31%
1-Year Est. Return
Wealthfront Advisers
Palo Alto, California
$45.6B AUM
18.83%
1-Year Est. Return
PCA
Personal Capital Advisors
Redwood City, California
$20.6B AUM
13.65%
1-Year Est. Return
Creative Planning
Overland Park, Kansas
$147B AUM
18.73%
1-Year Est. Return
Betterment LLC
New York
$52.8B AUM
15.34%
1-Year Est. Return
Charles Schwab
San Francisco, California
$654B AUM
26.35%
1-Year Est. Return
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
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Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
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