HS
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Huntington Steele’s Schwab International Equity ETF SCHF Stock Holding History

Huntington Steele’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
2014
Q3 		– Sell
-12,264
Closed -$202K – 69
2014
Q2 		$202K Buy
+12,264
New +$197K 0.09% 64

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W
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Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
CCA
Cobblestone Capital Advisors Rochester, New York $2.08B AUM 17.27% 1-Year Est. Return
LYV
Live Your Vision West Conshohocken, Pennsylvania $330M AUM 2.28% 1-Year Est. Return
HCM
Hengehold Capital Management Cincinnati, Ohio $1.29B AUM 17.41% 1-Year Est. Return
CCWA
CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.61B AUM 16.44% 1-Year Est. Return
HSA
HBK Sorce Advisory Erie, Pennsylvania $5.05B AUM 16.64% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Huntington Steele's SCHF Position: Q3 2014 in Review

Huntington Steele sold out of Schwab International Equity ETF (SCHF) in Q3 2014, closing a stake of 12,264 shares — an estimated $202K sold.

Huntington Steele first reported a position in SCHF in Q2 2014 and held it in 1 quarter. The position peaked at $202K in Q2 2014. 176 funds tracked by Wall St. Rank hold SCHF as of Q3 2014.

  • Huntington Steele reported no remaining Schwab International Equity ETF position as of Q3 2014 after selling out during the quarter.
  • Huntington Steele sold 12,264 Schwab International Equity ETF shares in Q3 2014, an estimated $202K.
  • Huntington Steele first reported a position in Schwab International Equity ETF in Q2 2014 and held it in 1 quarter.
  • Huntington Steele's Schwab International Equity ETF position peaked at $202K in Q2 2014.
  • 176 funds tracked by Wall St. Rank held Schwab International Equity ETF as of Q3 2014.

Based on Huntington Steele's 13F filing for Q3 2014, filed 24 Oct 2014.