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

Evercore 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
2018 Q1	–	Sell	-9,556	Closed	-$163K	–	711
2017 Q4	$163K	Hold	9,556	–	–	0.01%	390
2017 Q3	$160K	Hold	9,556	–	–	0.01%	393
2017 Q2	$152K	Hold	9,556	–	–	0.01%	404
2017 Q1	$143K	Buy	+9,556	New	+$139K	0.01%	418
2016 Q1	–	Sell	-2,444	Closed	-$34K	–	1002
2015 Q4	$34K	Buy	+2,444	New	+$35K	﹤0.01%	664

Other funds holding SCHF

CSIA

Charles Schwab Investment Advisory San Francisco, California $72.8B AUM 10.03% 1-Year Est. Return

Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 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

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Bessemer Group Woodbridge, New Jersey $63.6B AUM 28.76% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Evercore Wealth Management's SCHF Position: Q1 2018 in Review

Evercore Wealth Management sold out of Schwab International Equity ETF (SCHF) in Q1 2018, closing a stake of 9,556 shares — an estimated $163K sold.

Evercore Wealth Management first reported a position in SCHF in Q4 2015 and held it in 5 quarters. The position peaked at $163K in Q4 2017. 495 funds tracked by Wall St. Rank hold SCHF as of Q1 2018.

Evercore Wealth Management reported no remaining Schwab International Equity ETF position as of Q1 2018 after selling out during the quarter.
Evercore Wealth Management sold 9,556 Schwab International Equity ETF shares in Q1 2018, an estimated $163K.
Evercore Wealth Management first reported a position in Schwab International Equity ETF in Q4 2015 and held it in 5 quarters.
Evercore Wealth Management's Schwab International Equity ETF position peaked at $163K in Q4 2017.
495 funds tracked by Wall St. Rank held Schwab International Equity ETF as of Q1 2018.

Based on Evercore Wealth Management's 13F filing for Q1 2018, filed 15 May 2018.