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

Institute for 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
2020 Q1	–	Sell	-1,264	Closed	-$21K	–	626
2019 Q4	$21K	Buy	+1,264	New	+$20.8K	﹤0.01%	563
2018 Q1	–	Sell	-42,972	Closed	-$732K	–	376
2017 Q4	$732K	Buy	+42,972	New	+$731K	0.17%	173
2014 Q1	–	Sell	-4	Closed	–	–	80
2013 Q4	$0	Buy	+4	New	+$62	﹤0.01%	81

Other funds holding SCHF

Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return

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 $52.8B AUM 15.34% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

SCM

SCS Capital Management Boston, Massachusetts $9.44B AUM 18.1% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Institute for Wealth Management's SCHF Position: Q1 2020 in Review

Institute for Wealth Management sold out of Schwab International Equity ETF (SCHF) in Q1 2020, closing a stake of 1,264 shares — an estimated $21K sold.

Institute for Wealth Management first reported a position in SCHF in Q4 2013 and held it in 3 quarters. The position peaked at $732K in Q4 2017. 737 funds tracked by Wall St. Rank hold SCHF as of Q1 2020.

Institute for Wealth Management reported no remaining Schwab International Equity ETF position as of Q1 2020 after selling out during the quarter.
Institute for Wealth Management sold 1,264 Schwab International Equity ETF shares in Q1 2020, an estimated $21K.
Institute for Wealth Management first reported a position in Schwab International Equity ETF in Q4 2013 and held it in 3 quarters.
Institute for Wealth Management's Schwab International Equity ETF position peaked at $732K in Q4 2017.
737 funds tracked by Wall St. Rank held Schwab International Equity ETF as of Q1 2020.

Based on Institute for Wealth Management's 13F filing for Q1 2020, filed 29 Apr 2020.