FFW
SCHF icon

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

Other funds holding SCHF

CSIA
Charles Schwab Investment Advisory San Francisco, California $72.8B AUM 10.03% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return
PCA
Personal Capital Advisors Redwood City, California $20.6B AUM 13.65% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 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
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Bessemer Group
Bessemer Group Woodbridge, New Jersey $72.7B AUM 39.36% 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. 633 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.
  • 633 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.