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SCHF icon

FutureAdvisor’s Schwab International Equity ETF SCHF Stock Holding History

FutureAdvisor’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
2015
Q3 		$9.18M Buy
670,774
+209,744
+45% +$3.08M 1.49% 23
2015
Q2 		$7.05M Buy
461,030
+179,804
+64% +$2.82M 1.24% 26
2015
Q1 		$4.25M Sell
281,226
-775,428
-73% -$11.5M 1.01% 28
2014
Q4 		$24.4M Buy
+1,056,654
New +$15.9M 8.33% 2

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
Betterment LLC
Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return
W
Wealthfront Palo Alto, California $10.4B AUM 6.15% 1-Year Est. Return
TH
TMFS Holdings Overland Park, Kansas $1.2B AUM 9.33% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
HSA
HBK Sorce Advisory Erie, Pennsylvania $5.05B AUM 16.64% 1-Year Est. Return
Bessemer Group
Bessemer Group Woodbridge, New Jersey $63.6B AUM 28.76% 1-Year Est. Return
FFA
Fragasso Financial Advisors Sewickley, Pennsylvania $1.88B AUM 23.81% 1-Year Est. Return

FutureAdvisor's SCHF Position: Q3 2015 in Review

FutureAdvisor increased its Schwab International Equity ETF (SCHF) stake by 45% in Q3 2015, buying an estimated $3.08M and bringing the position to 670,774 shares worth $9.18M. The position accounts for 1.49% of the portfolio, ranked #23.

FutureAdvisor first reported a position in SCHF in Q4 2014 and has held it in 4 quarters since. The position peaked at $24.4M in Q4 2014. 242 funds tracked by Wall St. Rank hold SCHF as of Q3 2015.

  • FutureAdvisor held 670,774 shares of Schwab International Equity ETF worth $9.18M as of Q3 2015.
  • FutureAdvisor bought 209,744 Schwab International Equity ETF shares in Q3 2015, an estimated $3.08M.
  • Schwab International Equity ETF made up 1.49% of FutureAdvisor's portfolio in Q3 2015, its #23 holding.
  • FutureAdvisor first reported a position in Schwab International Equity ETF in Q4 2014 and has held it in 4 quarters since.
  • FutureAdvisor's Schwab International Equity ETF position peaked at $24.4M in Q4 2014.
  • 242 funds tracked by Wall St. Rank held Schwab International Equity ETF as of Q3 2015.

Based on FutureAdvisor's 13F filing for Q3 2015, filed 17 Nov 2015.