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

Edge 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
2016 Q4	–	Sell	-178	Closed	-$3K	–	522
2016 Q3	$3K	Buy	+178	New	+$2.51K	﹤0.01%	419
2014 Q2	–	Sell	-4,100	Closed	-$65K	–	417
2014 Q1	$65K	Sell	4,100 -15,616	-79%	-$241K	0.03%	162
2013 Q4	$310K	Buy	19,716 +570	+3%	+$8.87K	0.14%	70
2013 Q3	$291K	Buy	+19,146	New	+$280K	0.18%	59

Other funds holding SCHF

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

Wealthfront Palo Alto, California $10.4B AUM 6.15% 1-Year Est. Return

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

Creative Planning Overland Park, Kansas $171B AUM 24.68% 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

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

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

HSA

HBK Sorce Advisory Erie, Pennsylvania $5.27B AUM 19.34% 1-Year Est. Return

Edge Wealth Management's SCHF Position: Q4 2016 in Review

Edge Wealth Management sold out of Schwab International Equity ETF (SCHF) in Q4 2016, closing a stake of 178 shares — an estimated $3K sold.

Edge Wealth Management first reported a position in SCHF in Q3 2013 and held it in 4 quarters. The position peaked at $310K in Q4 2013. 334 funds tracked by Wall St. Rank hold SCHF as of Q4 2016.

Edge Wealth Management reported no remaining Schwab International Equity ETF position as of Q4 2016 after selling out during the quarter.
Edge Wealth Management sold 178 Schwab International Equity ETF shares in Q4 2016, an estimated $3K.
Edge Wealth Management first reported a position in Schwab International Equity ETF in Q3 2013 and held it in 4 quarters.
Edge Wealth Management's Schwab International Equity ETF position peaked at $310K in Q4 2013.
334 funds tracked by Wall St. Rank held Schwab International Equity ETF as of Q4 2016.

Based on Edge Wealth Management's 13F filing for Q4 2016, filed 24 Jan 2017.