Gateway Advisory’s Schwab International Equity ETF SCHF Stock Holding History

Gateway Advisory’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 Q1	–	Sell	-20,800	Closed	-$354K	–	94
2017 Q4	$354K	Buy	+20,800	New	+$354K	0.1%	64
2016 Q1	–	Sell	-613,688	Closed	-$8.46M	–	48
2015 Q4	$8.46M	Sell	613,688 -38,948	-6%	-$558K	3.88%	7
2015 Q3	$8.93M	Buy	652,636 +99,216	+18%	+$1.46M	4.24%	7
2015 Q2	$8.43M	Buy	553,420 +42,060	+8%	+$661K	3.71%	9
2015 Q1	$7.73M	Buy	511,360 +18,790	+4%	+$279K	3.43%	9
2014 Q4	$7.12M	Buy	492,570 +15,548	+3%	+$234K	3.2%	10
2014 Q3	$7.4M	Buy	477,022 +17,402	+4%	+$281K	3.39%	7
2014 Q2	$7.58M	Buy	459,620 +15,178	+3%	+$244K	3.5%	7
2014 Q1	$7M	Buy	444,442 +35,354	+9%	+$547K	3.38%	7
2013 Q4	$6.45M	Buy	409,088 +3,170	+0.8%	+$49.3K	3.56%	7
2013 Q3	$6.17M	Buy	405,918 +24,646	+6%	+$360K	3.5%	7
2013 Q2	$5.19M	Buy	+381,272	New	+$5.4M	3.1%	10

Other funds holding SCHF

CSIA

Charles Schwab Investment Advisory San Francisco, California $72.8B AUM 10.03% 1-Year Est. Return

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

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

PCA

Personal Capital Advisors Redwood City, California $20.6B AUM 13.65% 1-Year Est. Return

Wealthfront Palo Alto, California $10.4B AUM 6.15% 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

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

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

Gateway Advisory's SCHF Position: Q1 2018 in Review

Gateway Advisory sold out of Schwab International Equity ETF (SCHF) in Q1 2018, closing a stake of 20,800 shares — an estimated $354K sold.

Gateway Advisory first reported a position in SCHF in Q2 2013 and held it in 12 quarters. The position peaked at $8.93M in Q3 2015. 495 funds tracked by Wall St. Rank hold SCHF as of Q1 2018.

Gateway Advisory reported no remaining Schwab International Equity ETF position as of Q1 2018 after selling out during the quarter.
Gateway Advisory sold 20,800 Schwab International Equity ETF shares in Q1 2018, an estimated $354K.
Gateway Advisory first reported a position in Schwab International Equity ETF in Q2 2013 and held it in 12 quarters.
Gateway Advisory's Schwab International Equity ETF position peaked at $8.93M in Q3 2015.
495 funds tracked by Wall St. Rank held Schwab International Equity ETF as of Q1 2018.

Based on Gateway Advisory's 13F filing for Q1 2018, filed 20 Apr 2018.