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Global Financial Private Capital’s Schwab International Equity ETF SCHF Stock Holding History

Global Financial Private Capital’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
-13,478
Closed -$230K – 549
2017
Q4 		$230K Sell
13,478
-2,750
-17% -$46.8K 0.01% 470
2017
Q3 		$272K Buy
+16,228
New +$265K 0.01% 414

Other funds holding SCHF

CSIA
Charles Schwab Investment Advisory San Francisco, California $72.8B AUM 10.03% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return
Northwestern Mutual Wealth Management
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
W
Wealthfront Palo Alto, California $10.4B AUM 6.15% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $52.8B AUM 15.34% 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

Global Financial Private Capital's SCHF Position: Q1 2018 in Review

Global Financial Private Capital sold out of Schwab International Equity ETF (SCHF) in Q1 2018, closing a stake of 13,478 shares — an estimated $230K sold.

Global Financial Private Capital first reported a position in SCHF in Q3 2017 and held it in 2 quarters. The position peaked at $272K in Q3 2017. 495 funds tracked by Wall St. Rank hold SCHF as of Q1 2018.

  • Global Financial Private Capital reported no remaining Schwab International Equity ETF position as of Q1 2018 after selling out during the quarter.
  • Global Financial Private Capital sold 13,478 Schwab International Equity ETF shares in Q1 2018, an estimated $230K.
  • Global Financial Private Capital first reported a position in Schwab International Equity ETF in Q3 2017 and held it in 2 quarters.
  • Global Financial Private Capital's Schwab International Equity ETF position peaked at $272K in Q3 2017.
  • 495 funds tracked by Wall St. Rank held Schwab International Equity ETF as of Q1 2018.

Based on Global Financial Private Capital's 13F filing for Q1 2018, filed 14 May 2018.