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Founders Bank & Trust’s Schwab International Equity ETF SCHF Stock Holding History

Founders Bank & Trust’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
Q4 		$15K Hold
1,070
– – 0.01% 273
2014
Q3 		$17K Hold
1,070
– – 0.01% 256
2014
Q2 		$18K Hold
1,070
– – 0.01% 250
2014
Q1 		$17K Hold
1,070
– – 0.01% 253
2013
Q4 		$16K Buy
+1,070
New +$16.6K 0.01% 281

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
W
Wealthfront Palo Alto, California $10.4B AUM 6.15% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
HSA
HBK Sorce Advisory Erie, Pennsylvania $5.27B AUM 19.34% 1-Year Est. Return
F
FutureAdvisor San Francisco, California $617M AUM 6.57% 1-Year Est. Return
LYV
Live Your Vision West Conshohocken, Pennsylvania $330M AUM 2.28% 1-Year Est. Return
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

Founders Bank & Trust's SCHF Position: Q4 2014 in Review

Founders Bank & Trust held its Schwab International Equity ETF (SCHF) position steady in Q4 2014 at 1,070 shares worth $15K. The position accounts for 0.01% of the portfolio, ranked #273.

Founders Bank & Trust first reported a position in SCHF in Q4 2013 and has held it in 5 quarters since. The position peaked at $18K in Q2 2014. 201 funds tracked by Wall St. Rank hold SCHF as of Q4 2014.

  • Founders Bank & Trust held 1,070 shares of Schwab International Equity ETF worth $15K as of Q4 2014.
  • Founders Bank & Trust left its Schwab International Equity ETF share count unchanged in Q4 2014.
  • Schwab International Equity ETF made up 0.01% of Founders Bank & Trust's portfolio in Q4 2014, its #273 holding.
  • Founders Bank & Trust first reported a position in Schwab International Equity ETF in Q4 2013 and has held it in 5 quarters since.
  • Founders Bank & Trust's Schwab International Equity ETF position peaked at $18K in Q2 2014.
  • 201 funds tracked by Wall St. Rank held Schwab International Equity ETF as of Q4 2014.

Based on Founders Bank & Trust's 13F filing for Q4 2014, filed 9 Feb 2015.