Integrated Wealth Management (Palm Desert)’s Schwab International Equity ETF SCHF Stock Holding History

Integrated Wealth Management (Palm Desert)’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
2017 Q1	$1.3M	Buy	87,372 +12,626	+17%	+$183K	0.44%	67
2016 Q4	$1.03M	Buy	74,746 +17,466	+30%	+$245K	0.39%	75
2016 Q3	$825K	Buy	57,280 +9,176	+19%	+$129K	0.3%	79
2016 Q2	$652K	Buy	+48,104	New	+$658K	0.25%	84
2016 Q1	–	Sell	-24,634	Closed	-$339K	–	1310
2015 Q4	$339K	Buy	24,634 +164	+0.7%	+$2.35K	0.15%	126
2015 Q3	$335K	Buy	24,470 +1,396	+6%	+$20.5K	0.15%	129
2015 Q2	$352K	Buy	23,074 +9,504	+70%	+$149K	0.14%	127
2015 Q1	$205K	Buy	+13,570	New	+$202K	0.09%	181

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

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

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 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

Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return

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

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

HSA

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

Integrated Wealth Management (Palm Desert)'s SCHF Position: Q1 2017 in Review

Integrated Wealth Management (Palm Desert) increased its Schwab International Equity ETF (SCHF) stake by 17% in Q1 2017, buying an estimated $183K and bringing the position to 87,372 shares worth $1.3M. The position accounts for 0.44% of the portfolio, ranked #67.

Integrated Wealth Management (Palm Desert) first reported a position in SCHF in Q1 2015 and has held it in 8 quarters since. 346 funds tracked by Wall St. Rank hold SCHF as of Q1 2017.

Integrated Wealth Management (Palm Desert) held 87,372 shares of Schwab International Equity ETF worth $1.3M as of Q1 2017.
Integrated Wealth Management (Palm Desert) bought 12,626 Schwab International Equity ETF shares in Q1 2017, an estimated $183K.
Schwab International Equity ETF made up 0.44% of Integrated Wealth Management (Palm Desert)'s portfolio in Q1 2017, its #67 holding.
Integrated Wealth Management (Palm Desert) first reported a position in Schwab International Equity ETF in Q1 2015 and has held it in 8 quarters since.
346 funds tracked by Wall St. Rank held Schwab International Equity ETF as of Q1 2017.

Based on Integrated Wealth Management (Palm Desert)'s 13F filing for Q1 2017, filed 14 Apr 2017.