DWM
SCHF icon

Doyle Wealth Management’s Schwab International Equity ETF SCHF Stock Holding History

Doyle Wealth Management’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
-658
Closed -$11K – 648
2019
Q2 		$11K Buy
+658
New +$10.4K ﹤0.01% 618
2019
Q1 		– Sell
-58
Closed -$1K – 632
2018
Q4 		$1K Buy
+58
New +$888 ﹤0.01% 841

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 $162B AUM 16.35% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 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 $45.6B AUM 18.83% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 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
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Doyle Wealth Management's SCHF Position: Q3 2019 in Review

Doyle Wealth Management sold out of Schwab International Equity ETF (SCHF) in Q3 2019, closing a stake of 658 shares — an estimated $11K sold.

Doyle Wealth Management first reported a position in SCHF in Q4 2018 and held it in 2 quarters. The position peaked at $11K in Q2 2019. 666 funds tracked by Wall St. Rank hold SCHF as of Q3 2019.

  • Doyle Wealth Management reported no remaining Schwab International Equity ETF position as of Q3 2019 after selling out during the quarter.
  • Doyle Wealth Management sold 658 Schwab International Equity ETF shares in Q3 2019, an estimated $11K.
  • Doyle Wealth Management first reported a position in Schwab International Equity ETF in Q4 2018 and held it in 2 quarters.
  • Doyle Wealth Management's Schwab International Equity ETF position peaked at $11K in Q2 2019.
  • 666 funds tracked by Wall St. Rank held Schwab International Equity ETF as of Q3 2019.

Based on Doyle Wealth Management's 13F filing for Q3 2019, filed 5 Nov 2019.