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Grandfield & Dodd’s Schwab International Equity ETF SCHF Stock Holding History

Grandfield & Dodd’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
Q4 		– Sell
-17,014
Closed -$285K – 177
2018
Q3 		$285K Hold
17,014
– – 0.03% 157
2018
Q2 		$281K Hold
17,014
– – 0.03% 158
2018
Q1 		$287K Buy
17,014
+202
+1% +$3.48K 0.03% 153
2017
Q4 		$286K Buy
+16,812
New +$286K 0.03% 160

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
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return
PCA
Personal Capital Advisors Redwood City, California $20.6B AUM 13.65% 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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
BL
BCWM LLC Overland Park, Kansas $353M AUM 20.1% 1-Year Est. Return

Grandfield & Dodd's SCHF Position: Q4 2018 in Review

Grandfield & Dodd sold out of Schwab International Equity ETF (SCHF) in Q4 2018, closing a stake of 17,014 shares — an estimated $285K sold.

Grandfield & Dodd first reported a position in SCHF in Q4 2017 and held it in 4 quarters. The position peaked at $287K in Q1 2018. 632 funds tracked by Wall St. Rank hold SCHF as of Q4 2018.

  • Grandfield & Dodd reported no remaining Schwab International Equity ETF position as of Q4 2018 after selling out during the quarter.
  • Grandfield & Dodd sold 17,014 Schwab International Equity ETF shares in Q4 2018, an estimated $285K.
  • Grandfield & Dodd first reported a position in Schwab International Equity ETF in Q4 2017 and held it in 4 quarters.
  • Grandfield & Dodd's Schwab International Equity ETF position peaked at $287K in Q1 2018.
  • 632 funds tracked by Wall St. Rank held Schwab International Equity ETF as of Q4 2018.

Based on Grandfield & Dodd's 13F filing for Q4 2018, filed 12 Feb 2019.