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JOYN Advisors’s Schwab International Equity ETF SCHF Stock Holding History

JOYN Advisors’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
2019
Q1 		– Sell
-624
Closed -$9K – 1155
2018
Q4 		$9K Hold
624
– – ﹤0.01% 1034
2018
Q3 		$10K Sell
624
-118
-16% -$1.96K ﹤0.01% 966
2018
Q2 		$12K Buy
742
+244
+49% +$4.15K ﹤0.01% 844
2018
Q1 		$8K Buy
+498
New +$8.58K ﹤0.01% 797

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
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return
PCA
Personal Capital Advisors Redwood City, California $20.6B AUM 13.65% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $52.8B AUM 15.34% 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

JOYN Advisors's SCHF Position: Q1 2019 in Review

JOYN Advisors sold out of Schwab International Equity ETF (SCHF) in Q1 2019, closing a stake of 624 shares — an estimated $9K sold.

JOYN Advisors first reported a position in SCHF in Q1 2018 and held it in 4 quarters. The position peaked at $12K in Q2 2018. 657 funds tracked by Wall St. Rank hold SCHF as of Q1 2019.

  • JOYN Advisors reported no remaining Schwab International Equity ETF position as of Q1 2019 after selling out during the quarter.
  • JOYN Advisors sold 624 Schwab International Equity ETF shares in Q1 2019, an estimated $9K.
  • JOYN Advisors first reported a position in Schwab International Equity ETF in Q1 2018 and held it in 4 quarters.
  • JOYN Advisors's Schwab International Equity ETF position peaked at $12K in Q2 2018.
  • 657 funds tracked by Wall St. Rank held Schwab International Equity ETF as of Q1 2019.

Based on JOYN Advisors's 13F filing for Q1 2019, filed 9 May 2019.