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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

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Creative Planning
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Betterment LLC
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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. 667 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.
  • 667 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.