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

Jacobus 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
2017
Q3 		$975K Buy
58,254
+44,030
+310% +$718K 0.26% 71
2017
Q2 		$226K Buy
14,224
+2,760
+24% +$42.9K 0.06% 154
2017
Q1 		$171K Buy
11,464
+972
+9% +$14.1K 0.05% 169
2016
Q4 		$145K Buy
+10,492
New +$147K 0.04% 176

Other funds holding SCHF

CSIA
Charles Schwab Investment Advisory San Francisco, California $72.8B AUM 10.03% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
PCA
Personal Capital Advisors Redwood City, California $20.6B AUM 13.65% 1-Year Est. Return
W
Wealthfront Palo Alto, California $10.4B AUM 6.15% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $52.8B AUM 15.34% 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
Bessemer Group
Bessemer Group Woodbridge, New Jersey $63.6B AUM 28.76% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Jacobus Wealth Management's SCHF Position: Q3 2017 in Review

Jacobus Wealth Management increased its Schwab International Equity ETF (SCHF) stake by 310% in Q3 2017, buying an estimated $718K and bringing the position to 58,254 shares worth $975K. The position accounts for 0.26% of the portfolio, ranked #71.

Jacobus Wealth Management first reported a position in SCHF in Q4 2016 and has held it in 4 quarters since. 408 funds tracked by Wall St. Rank hold SCHF as of Q3 2017.

  • Jacobus Wealth Management held 58,254 shares of Schwab International Equity ETF worth $975K as of Q3 2017.
  • Jacobus Wealth Management bought 44,030 Schwab International Equity ETF shares in Q3 2017, an estimated $718K.
  • Schwab International Equity ETF made up 0.26% of Jacobus Wealth Management's portfolio in Q3 2017, its #71 holding.
  • Jacobus Wealth Management first reported a position in Schwab International Equity ETF in Q4 2016 and has held it in 4 quarters since.
  • 408 funds tracked by Wall St. Rank held Schwab International Equity ETF as of Q3 2017.

Based on Jacobus Wealth Management's 13F filing for Q3 2017, filed 31 Oct 2017.