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Fusion Family Wealth’s Schwab International Equity ETF SCHF Stock Holding History

Fusion Family Wealth’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
Q4 		– Sell
-136
Closed -$2K – 270
2018
Q3 		$2K Hold
136
– – ﹤0.01% 238
2018
Q2 		$2K Hold
136
– – ﹤0.01% 258
2018
Q1 		$2K Buy
+136
New +$2.34K ﹤0.01% 244

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PCA
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Creative Planning
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Betterment LLC
Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return
Charles Schwab
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JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
BL
BCWM LLC Overland Park, Kansas $353M AUM 20.1% 1-Year Est. Return

Fusion Family Wealth's SCHF Position: Q4 2018 in Review

Fusion Family Wealth sold out of Schwab International Equity ETF (SCHF) in Q4 2018, closing a stake of 136 shares — an estimated $2K sold.

Fusion Family Wealth first reported a position in SCHF in Q1 2018 and held it in 3 quarters. The position peaked at $2K in Q3 2018. 632 funds tracked by Wall St. Rank hold SCHF as of Q4 2018.

  • Fusion Family Wealth reported no remaining Schwab International Equity ETF position as of Q4 2018 after selling out during the quarter.
  • Fusion Family Wealth sold 136 Schwab International Equity ETF shares in Q4 2018, an estimated $2K.
  • Fusion Family Wealth first reported a position in Schwab International Equity ETF in Q1 2018 and held it in 3 quarters.
  • Fusion Family Wealth's Schwab International Equity ETF position peaked at $2K in Q3 2018.
  • 632 funds tracked by Wall St. Rank held Schwab International Equity ETF as of Q4 2018.

Based on Fusion Family Wealth's 13F filing for Q4 2018, filed 18 Jan 2019.