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J.P. Turner & Co Capital Management’s Schwab International Equity ETF SCHF Stock Holding History

J.P. Turner & Co Capital 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
2015
Q3 		$322K Sell
23,198
-1,694
-7% -$24.9K 0.33% 101
2015
Q2 		$376K Buy
24,892
+3,292
+15% +$51.7K 0.29% 118
2015
Q1 		$324K Buy
21,600
+6,888
+47% +$102K 0.3% 110
2014
Q4 		$214K Buy
+14,712
New +$222K 0.21% 163

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
Betterment LLC
Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return
W
Wealthfront Palo Alto, California $10.4B AUM 6.15% 1-Year Est. Return
TH
TMFS Holdings Overland Park, Kansas $1.2B AUM 9.33% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
HSA
HBK Sorce Advisory Erie, Pennsylvania $5.05B AUM 16.64% 1-Year Est. Return
Bessemer Group
Bessemer Group Woodbridge, New Jersey $63.6B AUM 28.76% 1-Year Est. Return
FFA
Fragasso Financial Advisors Sewickley, Pennsylvania $1.88B AUM 23.81% 1-Year Est. Return

J.P. Turner & Co Capital Management's SCHF Position: Q3 2015 in Review

J.P. Turner & Co Capital Management reduced its Schwab International Equity ETF (SCHF) stake by 6.8% in Q3 2015, selling an estimated $24.9K and leaving 23,198 shares worth $322K. The position accounts for 0.33% of the portfolio, ranked #101.

J.P. Turner & Co Capital Management first reported a position in SCHF in Q4 2014 and has held it in 4 quarters since. The position peaked at $376K in Q2 2015. 242 funds tracked by Wall St. Rank hold SCHF as of Q3 2015.

  • J.P. Turner & Co Capital Management held 23,198 shares of Schwab International Equity ETF worth $322K as of Q3 2015.
  • J.P. Turner & Co Capital Management sold 1,694 Schwab International Equity ETF shares in Q3 2015, an estimated $24.9K.
  • Schwab International Equity ETF made up 0.33% of J.P. Turner & Co Capital Management's portfolio in Q3 2015, its #101 holding.
  • J.P. Turner & Co Capital Management first reported a position in Schwab International Equity ETF in Q4 2014 and has held it in 4 quarters since.
  • J.P. Turner & Co Capital Management's Schwab International Equity ETF position peaked at $376K in Q2 2015.
  • 242 funds tracked by Wall St. Rank held Schwab International Equity ETF as of Q3 2015.

Based on J.P. Turner & Co Capital Management's 13F filing for Q3 2015, filed 4 Nov 2015.