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SCHF icon

GenTrust’s Schwab International Equity ETF SCHF Stock Holding History

GenTrust’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
Q2 		– Sell
-15,840
Closed -$267K – 81
2018
Q1 		$267K Hold
15,840
– – 0.05% 74
2017
Q4 		$270K Hold
15,840
– – 0.05% 72
2017
Q3 		$265K Hold
15,840
– – 0.05% 71
2017
Q2 		$252K Hold
15,840
– – 0.05% 72
2017
Q1 		$237K Buy
+15,840
New +$230K 0.05% 64

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 $162B AUM 16.35% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return
PCA
Personal Capital Advisors Redwood City, California $20.6B AUM 13.65% 1-Year Est. Return
W
Wealthfront Palo Alto, California $10.4B AUM 6.15% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $52.8B AUM 15.34% 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
Bessemer Group
Bessemer Group Woodbridge, New Jersey $63.6B AUM 28.76% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

GenTrust's SCHF Position: Q2 2018 in Review

GenTrust sold out of Schwab International Equity ETF (SCHF) in Q2 2018, closing a stake of 15,840 shares — an estimated $267K sold.

GenTrust first reported a position in SCHF in Q1 2017 and held it in 5 quarters. The position peaked at $270K in Q4 2017. 514 funds tracked by Wall St. Rank hold SCHF as of Q2 2018.

  • GenTrust reported no remaining Schwab International Equity ETF position as of Q2 2018 after selling out during the quarter.
  • GenTrust sold 15,840 Schwab International Equity ETF shares in Q2 2018, an estimated $267K.
  • GenTrust first reported a position in Schwab International Equity ETF in Q1 2017 and held it in 5 quarters.
  • GenTrust's Schwab International Equity ETF position peaked at $270K in Q4 2017.
  • 514 funds tracked by Wall St. Rank held Schwab International Equity ETF as of Q2 2018.

Based on GenTrust's 13F filing for Q2 2018, filed 8 Aug 2018.