Ferris Capital’s Schwab International Equity ETF SCHF Stock Holding History

Ferris Capital’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 Q2	–	Sell	-132	Closed	-$2K	–	529
2019 Q1	$2K	Hold	132	–	–	﹤0.01%	620
2018 Q4	$2K	Sell	132 -2,010	-94%	-$30.8K	﹤0.01%	604
2018 Q3	$36K	Hold	2,142	–	–	0.01%	292
2018 Q2	$35K	Buy	2,142 +10	+0.5%	+$170	0.01%	292
2018 Q1	$36K	Buy	+2,132	New	+$36.7K	0.01%	320
2017 Q3	–	Sell	-2,000	Closed	-$32K	–	494
2017 Q2	$32K	Buy	+2,000	New	+$31.1K	0.02%	297

Other funds holding SCHF

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

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 Advisers Palo Alto, California $45.6B AUM 18.83% 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

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

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

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

Ferris Capital's SCHF Position: Q2 2019 in Review

Ferris Capital sold out of Schwab International Equity ETF (SCHF) in Q2 2019, closing a stake of 132 shares — an estimated $2K sold.

Ferris Capital first reported a position in SCHF in Q2 2017 and held it in 6 quarters. The position peaked at $36K in Q3 2018. 665 funds tracked by Wall St. Rank hold SCHF as of Q2 2019.

Ferris Capital reported no remaining Schwab International Equity ETF position as of Q2 2019 after selling out during the quarter.
Ferris Capital sold 132 Schwab International Equity ETF shares in Q2 2019, an estimated $2K.
Ferris Capital first reported a position in Schwab International Equity ETF in Q2 2017 and held it in 6 quarters.
Ferris Capital's Schwab International Equity ETF position peaked at $36K in Q3 2018.
665 funds tracked by Wall St. Rank held Schwab International Equity ETF as of Q2 2019.

Based on Ferris Capital's 13F filing for Q2 2019, filed 18 Jul 2019.