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KMS Financial Services’s Schwab International Equity ETF SCHF Stock Holding History

KMS Financial Services’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
2014
Q3 		$248K Buy
15,986
+2,100
+15% +$33.9K 0.03% 426
2014
Q2 		$229K Buy
+13,886
New +$224K 0.03% 462

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
W
Wealthfront Palo Alto, California $10.4B AUM 6.15% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
CCA
Cobblestone Capital Advisors Rochester, New York $2.08B AUM 17.27% 1-Year Est. Return
LYV
Live Your Vision West Conshohocken, Pennsylvania $330M AUM 2.28% 1-Year Est. Return
HCM
Hengehold Capital Management Cincinnati, Ohio $1.29B AUM 17.41% 1-Year Est. Return
CCWA
CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.61B AUM 16.44% 1-Year Est. Return
HSA
HBK Sorce Advisory Erie, Pennsylvania $5.05B AUM 16.64% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return

KMS Financial Services's SCHF Position: Q3 2014 in Review

KMS Financial Services increased its Schwab International Equity ETF (SCHF) stake by 15% in Q3 2014, buying an estimated $33.9K and bringing the position to 15,986 shares worth $248K. The position accounts for 0.03% of the portfolio, ranked #426.

KMS Financial Services first reported a position in SCHF in Q2 2014 and has held it in 2 quarters since. 176 funds tracked by Wall St. Rank hold SCHF as of Q3 2014.

  • KMS Financial Services held 15,986 shares of Schwab International Equity ETF worth $248K as of Q3 2014.
  • KMS Financial Services bought 2,100 Schwab International Equity ETF shares in Q3 2014, an estimated $33.9K.
  • Schwab International Equity ETF made up 0.03% of KMS Financial Services's portfolio in Q3 2014, its #426 holding.
  • KMS Financial Services first reported a position in Schwab International Equity ETF in Q2 2014 and has held it in 2 quarters since.
  • 176 funds tracked by Wall St. Rank held Schwab International Equity ETF as of Q3 2014.

Based on KMS Financial Services's 13F filing for Q3 2014, filed 14 Nov 2014.