IWP
SCHF icon

Icon Wealth Partners’s Schwab International Equity ETF SCHF Stock Holding History

Icon Wealth Partners’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
2019
Q2 		– Sell
-146
Closed -$2K – 644
2019
Q1 		$2K Buy
+146
New +$2.23K ﹤0.01% 839
2018
Q1 		– Sell
-86
Closed -$1K – 638
2017
Q4 		$1K Buy
+86
New +$1.46K ﹤0.01% 857

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Creative Planning
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Betterment LLC
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Charles Schwab
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Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return
Wealth Enhancement Advisory Services
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Bessemer Group
Bessemer Group Woodbridge, New Jersey $63.6B AUM 28.76% 1-Year Est. Return

Icon Wealth Partners's SCHF Position: Q2 2019 in Review

Icon Wealth Partners sold out of Schwab International Equity ETF (SCHF) in Q2 2019, closing a stake of 146 shares — an estimated $2K sold.

Icon Wealth Partners first reported a position in SCHF in Q4 2017 and held it in 2 quarters. The position peaked at $2K in Q1 2019. 665 funds tracked by Wall St. Rank hold SCHF as of Q2 2019.

  • Icon Wealth Partners reported no remaining Schwab International Equity ETF position as of Q2 2019 after selling out during the quarter.
  • Icon Wealth Partners sold 146 Schwab International Equity ETF shares in Q2 2019, an estimated $2K.
  • Icon Wealth Partners first reported a position in Schwab International Equity ETF in Q4 2017 and held it in 2 quarters.
  • Icon Wealth Partners's Schwab International Equity ETF position peaked at $2K in Q1 2019.
  • 665 funds tracked by Wall St. Rank held Schwab International Equity ETF as of Q2 2019.

Based on Icon Wealth Partners's 13F filing for Q2 2019, filed 13 Aug 2019.