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

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 $187B AUM 21.7% 1-Year Est. Return

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

Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 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 $171B AUM 24.68% 1-Year Est. Return

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

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

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

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

Delphi Private Advisors's SCHF Position: Q4 2018 in Review

Delphi Private Advisors sold out of Schwab International Equity ETF (SCHF) in Q4 2018, closing a stake of 14,432 shares — an estimated $242K sold.

Delphi Private Advisors first reported a position in SCHF in Q4 2015 and held it in 12 quarters. The position peaked at $1.74M in Q4 2016. 633 funds tracked by Wall St. Rank hold SCHF as of Q4 2018.

Delphi Private Advisors reported no remaining Schwab International Equity ETF position as of Q4 2018 after selling out during the quarter.
Delphi Private Advisors sold 14,432 Schwab International Equity ETF shares in Q4 2018, an estimated $242K.
Delphi Private Advisors first reported a position in Schwab International Equity ETF in Q4 2015 and held it in 12 quarters.
Delphi Private Advisors's Schwab International Equity ETF position peaked at $1.74M in Q4 2016.
633 funds tracked by Wall St. Rank held Schwab International Equity ETF as of Q4 2018.

Based on Delphi Private Advisors's 13F filing for Q4 2018, filed 17 Jan 2019.