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

Elite 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
2014
Q1 		– Sell
-3,000
Closed -$47K – 612
2013
Q4 		$47K Hold
3,000
– – 0.03% 165
2013
Q3 		$46K Hold
3,000
– – 0.04% 176
2013
Q2 		$41K Buy
+3,000
New +$42.5K 0.06% 133

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LYV
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CCA
Cobblestone Capital Advisors Rochester, New York $2.08B AUM 17.27% 1-Year Est. Return
CCWA
CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.61B AUM 16.44% 1-Year Est. Return
AA
Apriem Advisors Irvine, California $1.05B AUM 22.09% 1-Year Est. Return
VWM
Vector Wealth Management Minneapolis, Minnesota $142M AUM 10.42% 1-Year Est. Return
Jane Street
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HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

Elite Wealth Management's SCHF Position: Q1 2014 in Review

Elite Wealth Management sold out of Schwab International Equity ETF (SCHF) in Q1 2014, closing a stake of 3,000 shares — an estimated $47K sold.

Elite Wealth Management first reported a position in SCHF in Q2 2013 and held it in 3 quarters. The position peaked at $47K in Q4 2013. 150 funds tracked by Wall St. Rank hold SCHF as of Q1 2014.

  • Elite Wealth Management reported no remaining Schwab International Equity ETF position as of Q1 2014 after selling out during the quarter.
  • Elite Wealth Management sold 3,000 Schwab International Equity ETF shares in Q1 2014, an estimated $47K.
  • Elite Wealth Management first reported a position in Schwab International Equity ETF in Q2 2013 and held it in 3 quarters.
  • Elite Wealth Management's Schwab International Equity ETF position peaked at $47K in Q4 2013.
  • 150 funds tracked by Wall St. Rank held Schwab International Equity ETF as of Q1 2014.

Based on Elite Wealth Management's 13F filing for Q1 2014, filed 23 Nov 2016.