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Dougherty Wealth Advisers’s Schwab International Equity ETF SCHF Stock Holding History

Dougherty Wealth Advisers’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
2019
Q3 		– Sell
-266
Closed -$4K – 212
2019
Q2 		$4K Hold
266
– – 0.01% 226
2019
Q1 		$4K Hold
266
– – 0.01% 191
2018
Q4 		$4K Buy
+266
New +$4.07K 0.01% 203

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CSIA
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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
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
PCA
Personal Capital Advisors Redwood City, California $20.6B AUM 13.65% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Dougherty Wealth Advisers's SCHF Position: Q3 2019 in Review

Dougherty Wealth Advisers sold out of Schwab International Equity ETF (SCHF) in Q3 2019, closing a stake of 266 shares — an estimated $4K sold.

Dougherty Wealth Advisers first reported a position in SCHF in Q4 2018 and held it in 3 quarters. The position peaked at $4K in Q2 2019. 667 funds tracked by Wall St. Rank hold SCHF as of Q3 2019.

  • Dougherty Wealth Advisers reported no remaining Schwab International Equity ETF position as of Q3 2019 after selling out during the quarter.
  • Dougherty Wealth Advisers sold 266 Schwab International Equity ETF shares in Q3 2019, an estimated $4K.
  • Dougherty Wealth Advisers first reported a position in Schwab International Equity ETF in Q4 2018 and held it in 3 quarters.
  • Dougherty Wealth Advisers's Schwab International Equity ETF position peaked at $4K in Q2 2019.
  • 667 funds tracked by Wall St. Rank held Schwab International Equity ETF as of Q3 2019.

Based on Dougherty Wealth Advisers's 13F filing for Q3 2019, filed 12 Nov 2019.