InterOcean Capital’s Schwab International Equity ETF SCHF Stock Holding History

InterOcean Capital’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 Q2	$244K	Sell	16,432 -258	-2%	-$3.63K	0.02%	167
2020 Q1	$216K	Sell	16,690 -67,618	-80%	-$1.04M	0.02%	165
2019 Q4	$1.42M	Buy	84,308 +6,334	+8%	+$104K	0.11%	86
2019 Q3	$1.24M	Buy	77,974 +18,758	+32%	+$295K	0.1%	88
2019 Q2	$950K	Buy	59,216 +10,642	+22%	+$168K	0.09%	95
2019 Q1	$760K	Buy	48,574 +10,738	+28%	+$164K	0.07%	103
2018 Q4	$536K	Buy	37,836 +22,860	+153%	+$350K	0.06%	126
2018 Q3	$251K	Sell	14,976 -152	-1%	-$2.53K	0.03%	172
2018 Q2	$250K	Buy	15,128 +964	+7%	+$16.4K	0.03%	175
2018 Q1	$239K	Sell	14,164 -1,854	-12%	-$31.9K	0.03%	165
2017 Q4	$273K	Buy	16,018 +82	+0.5%	+$1.39K	0.04%	142
2017 Q3	$267K	Buy	15,936 +2,570	+19%	+$41.9K	0.04%	135
2017 Q2	$212K	Buy	+13,366	New	+$208K	0.03%	143
2017 Q1	–	Sell	-15,278	Closed	-$211K	–	171
2016 Q4	$211K	Sell	15,278 -16,254	-52%	-$228K	0.05%	144
2016 Q3	$454K	Sell	31,532 -3,160	-9%	-$44.6K	0.11%	89
2016 Q2	$470K	Sell	34,692 -200	-0.6%	-$2.74K	0.11%	86
2016 Q1	$473K	Hold	34,892	–	–	0.13%	80
2015 Q4	$481K	Hold	34,892	–	–	0.15%	79
2015 Q3	$477K	Buy	34,892 +132	+0.4%	+$1.94K	0.17%	87
2015 Q2	$530K	Sell	34,760 -212	-0.6%	-$3.33K	0.16%	81
2015 Q1	$529K	Buy	34,972 +4,136	+13%	+$61.4K	0.18%	74
2014 Q4	$446K	Hold	30,836	–	–	0.16%	79
2014 Q3	$478K	Sell	30,836 -18,736	-38%	-$303K	0.18%	73
2014 Q2	$817K	Buy	49,572 +10,720	+28%	+$173K	0.25%	54
2014 Q1	$612K	Buy	38,852 +5,790	+18%	+$89.5K	0.26%	58
2013 Q4	$521K	Buy	33,062 +5,294	+19%	+$82.4K	0.22%	57
2013 Q3	$422K	Buy	27,768 +8,642	+45%	+$126K	0.21%	60
2013 Q2	$260K	Buy	+19,126	New	+$271K	0.15%	72

Other funds holding SCHF

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

Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 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

Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 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

SCM

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

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

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

InterOcean Capital's SCHF Position: Q2 2020 in Review

InterOcean Capital reduced its Schwab International Equity ETF (SCHF) stake by 1.5% in Q2 2020, selling an estimated $3.63K and leaving 16,432 shares worth $244K. The position accounts for 0.02% of the portfolio, ranked #167.

InterOcean Capital first reported a position in SCHF in Q2 2013 and has held it in 28 quarters since. The position peaked at $1.42M in Q4 2019. 715 funds tracked by Wall St. Rank hold SCHF as of Q2 2020.

InterOcean Capital held 16,432 shares of Schwab International Equity ETF worth $244K as of Q2 2020.
InterOcean Capital sold 258 Schwab International Equity ETF shares in Q2 2020, an estimated $3.63K.
Schwab International Equity ETF made up 0.02% of InterOcean Capital's portfolio in Q2 2020, its #167 holding.
InterOcean Capital first reported a position in Schwab International Equity ETF in Q2 2013 and has held it in 28 quarters since.
InterOcean Capital's Schwab International Equity ETF position peaked at $1.42M in Q4 2019.
715 funds tracked by Wall St. Rank held Schwab International Equity ETF as of Q2 2020.

Based on InterOcean Capital's 13F filing for Q2 2020, filed 13 Aug 2020.