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Kabarec Financial Advisors’s Schwab International Equity ETF SCHF Stock Holding History

Kabarec Financial 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
2018
Q2 		$18K Hold
1,108
– – 0.01% 69
2018
Q1 		$19K Buy
1,108
+568
+105% +$9.78K 0.01% 67
2017
Q4 		$9K Buy
+540
New +$9.18K 0.01% 73

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
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

Kabarec Financial Advisors's SCHF Position: Q2 2018 in Review

Kabarec Financial Advisors held its Schwab International Equity ETF (SCHF) position steady in Q2 2018 at 1,108 shares worth $18K. The position accounts for 0.01% of the portfolio, ranked #69.

Kabarec Financial Advisors first reported a position in SCHF in Q4 2017 and has held it in 3 quarters since. The position peaked at $19K in Q1 2018. 514 funds tracked by Wall St. Rank hold SCHF as of Q2 2018.

  • Kabarec Financial Advisors held 1,108 shares of Schwab International Equity ETF worth $18K as of Q2 2018.
  • Kabarec Financial Advisors left its Schwab International Equity ETF share count unchanged in Q2 2018.
  • Schwab International Equity ETF made up 0.01% of Kabarec Financial Advisors's portfolio in Q2 2018, its #69 holding.
  • Kabarec Financial Advisors first reported a position in Schwab International Equity ETF in Q4 2017 and has held it in 3 quarters since.
  • Kabarec Financial Advisors's Schwab International Equity ETF position peaked at $19K in Q1 2018.
  • 514 funds tracked by Wall St. Rank held Schwab International Equity ETF as of Q2 2018.

Based on Kabarec Financial Advisors's 13F filing for Q2 2018, filed 9 Aug 2018.