Gupta Wealth Management’s Schwab International Equity ETF SCHF Stock Holding History

Gupta Wealth Management’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
2016 Q1	$631K	Buy	46,536 +31,156	+203%	+$404K	0.15%	122
2015 Q4	$212K	Sell	15,380 -97,268	-86%	-$1.39M	0.05%	243
2015 Q3	$1.54M	Buy	112,648 +29,726	+36%	+$437K	0.38%	63
2015 Q2	$1.26M	Buy	82,922 +2,178	+3%	+$34.2K	0.31%	71
2015 Q1	$1.46M	Buy	+80,744	New	+$1.2M	0.43%	61

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

Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

TMFS Holdings Overland Park, Kansas $1.2B AUM 9.33% 1-Year Est. Return

Wealthfront Palo Alto, California $10.4B AUM 6.15% 1-Year Est. Return

HSA

HBK Sorce Advisory Erie, Pennsylvania $5.27B AUM 19.34% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

Bessemer Group Woodbridge, New Jersey $72.7B AUM 39.36% 1-Year Est. Return

Gupta Wealth Management's SCHF Position: Q1 2016 in Review

Gupta Wealth Management increased its Schwab International Equity ETF (SCHF) stake by 203% in Q1 2016, buying an estimated $404K and bringing the position to 46,536 shares worth $631K. The position accounts for 0.15% of the portfolio, ranked #122.

Gupta Wealth Management first reported a position in SCHF in Q1 2015 and has held it in 5 quarters since. The position peaked at $1.54M in Q3 2015. 276 funds tracked by Wall St. Rank hold SCHF as of Q1 2016.

Gupta Wealth Management held 46,536 shares of Schwab International Equity ETF worth $631K as of Q1 2016.
Gupta Wealth Management bought 31,156 Schwab International Equity ETF shares in Q1 2016, an estimated $404K.
Schwab International Equity ETF made up 0.15% of Gupta Wealth Management's portfolio in Q1 2016, its #122 holding.
Gupta Wealth Management first reported a position in Schwab International Equity ETF in Q1 2015 and has held it in 5 quarters since.
Gupta Wealth Management's Schwab International Equity ETF position peaked at $1.54M in Q3 2015.
276 funds tracked by Wall St. Rank held Schwab International Equity ETF as of Q1 2016.

Based on Gupta Wealth Management's 13F filing for Q1 2016, filed 16 May 2016.