DACG
SCHF icon

Donor Advised Charitable Giving’s Schwab International Equity ETF SCHF Stock Holding History

Donor Advised Charitable Giving’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
2020
Q1 		– Sell
-12,978
Closed -$218K – 60
2019
Q4 		$218K Buy
+12,978
New +$214K 0.12% 55

Other funds holding SCHF

Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return
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 $52.8B AUM 15.34% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
SCM
SCS Capital Management Boston, Massachusetts $9.44B AUM 18.1% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Donor Advised Charitable Giving's SCHF Position: Q1 2020 in Review

Donor Advised Charitable Giving sold out of Schwab International Equity ETF (SCHF) in Q1 2020, closing a stake of 12,978 shares — an estimated $218K sold.

Donor Advised Charitable Giving first reported a position in SCHF in Q4 2019 and held it in 1 quarter. The position peaked at $218K in Q4 2019. 737 funds tracked by Wall St. Rank hold SCHF as of Q1 2020.

  • Donor Advised Charitable Giving reported no remaining Schwab International Equity ETF position as of Q1 2020 after selling out during the quarter.
  • Donor Advised Charitable Giving sold 12,978 Schwab International Equity ETF shares in Q1 2020, an estimated $218K.
  • Donor Advised Charitable Giving first reported a position in Schwab International Equity ETF in Q4 2019 and held it in 1 quarter.
  • Donor Advised Charitable Giving's Schwab International Equity ETF position peaked at $218K in Q4 2019.
  • 737 funds tracked by Wall St. Rank held Schwab International Equity ETF as of Q1 2020.

Based on Donor Advised Charitable Giving's 13F filing for Q1 2020, filed 14 Apr 2020.