Intellectus Partners’s Schwab International Equity ETF SCHF Stock Holding History

Intellectus 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
2018 Q4	–	Sell	-6,742	Closed	-$113K	–	460
2018 Q3	$113K	Hold	6,742	–	–	0.04%	279
2018 Q2	$111K	Hold	6,742	–	–	0.04%	270
2018 Q1	$114K	Hold	6,742	–	–	0.04%	270
2017 Q4	$115K	Hold	6,742	–	–	0.04%	275
2017 Q3	$113K	Hold	6,742	–	–	0.05%	285
2017 Q2	$107K	Buy	+6,742	New	+$105K	0.05%	265

Other funds holding SCHF

CSIA

Charles Schwab Investment Advisory San Francisco, California $72.8B AUM 10.03% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

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

Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return

PCA

Personal Capital Advisors Redwood City, California $20.6B AUM 13.65% 1-Year Est. Return

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

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

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

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

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

Intellectus Partners's SCHF Position: Q4 2018 in Review

Intellectus Partners sold out of Schwab International Equity ETF (SCHF) in Q4 2018, closing a stake of 6,742 shares — an estimated $113K sold.

Intellectus Partners first reported a position in SCHF in Q2 2017 and held it in 6 quarters. The position peaked at $115K in Q4 2017. 633 funds tracked by Wall St. Rank hold SCHF as of Q4 2018.

Intellectus Partners reported no remaining Schwab International Equity ETF position as of Q4 2018 after selling out during the quarter.
Intellectus Partners sold 6,742 Schwab International Equity ETF shares in Q4 2018, an estimated $113K.
Intellectus Partners first reported a position in Schwab International Equity ETF in Q2 2017 and held it in 6 quarters.
Intellectus Partners's Schwab International Equity ETF position peaked at $115K in Q4 2017.
633 funds tracked by Wall St. Rank held Schwab International Equity ETF as of Q4 2018.

Based on Intellectus Partners's 13F filing for Q4 2018, filed 14 Feb 2019.