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Geneva Advisors’s Schwab International Equity ETF SCHF Stock Holding History

Geneva Advisors’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
2017
Q2 		$430K Buy
27,032
+464
+2% +$7.2K 0.01% 538
2017
Q1 		$397K Buy
26,568
+884
+3% +$12.8K 0.01% 545
2016
Q4 		$355K Buy
+25,684
New +$360K 0.01% 547

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
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 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
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Bessemer Group
Bessemer Group Woodbridge, New Jersey $72.7B AUM 39.36% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Geneva Advisors's SCHF Position: Q2 2017 in Review

Geneva Advisors increased its Schwab International Equity ETF (SCHF) stake by 1.7% in Q2 2017, buying an estimated $7.2K and bringing the position to 27,032 shares worth $430K. The position accounts for 0.01% of the portfolio, ranked #538.

Geneva Advisors first reported a position in SCHF in Q4 2016 and has held it in 3 quarters since. 384 funds tracked by Wall St. Rank hold SCHF as of Q2 2017.

  • Geneva Advisors held 27,032 shares of Schwab International Equity ETF worth $430K as of Q2 2017.
  • Geneva Advisors bought 464 Schwab International Equity ETF shares in Q2 2017, an estimated $7.2K.
  • Schwab International Equity ETF made up 0.01% of Geneva Advisors's portfolio in Q2 2017, its #538 holding.
  • Geneva Advisors first reported a position in Schwab International Equity ETF in Q4 2016 and has held it in 3 quarters since.
  • 384 funds tracked by Wall St. Rank held Schwab International Equity ETF as of Q2 2017.

Based on Geneva Advisors's 13F filing for Q2 2017, filed 7 Aug 2017.