Kore Private Wealth’s Schwab International Equity ETF SCHF Stock Holding History

Kore Private Wealth’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
2020 Q3	–	Sell	-832	Closed	-$12K	–	929
2020 Q2	$12K	Sell	832 -11,378	-93%	-$160K	﹤0.01%	756
2020 Q1	$158K	Sell	12,210 -1,700	-12%	-$26.1K	0.04%	235
2019 Q4	$234K	Buy	+13,910	New	+$229K	0.04%	221
2019 Q2	–	Sell	-11,894	Closed	-$186K	–	682
2019 Q1	$186K	Hold	11,894	–	–	0.04%	216
2018 Q4	$169K	Buy	+11,894	New	+$182K	0.05%	219

Other funds holding SCHF

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return

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

Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return

Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

SCM

SCS Capital Management Boston, Massachusetts $9.44B AUM 18.1% 1-Year Est. Return

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Kore Private Wealth's SCHF Position: Q3 2020 in Review

Kore Private Wealth sold out of Schwab International Equity ETF (SCHF) in Q3 2020, closing a stake of 832 shares — an estimated $12K sold.

Kore Private Wealth first reported a position in SCHF in Q4 2018 and held it in 5 quarters. The position peaked at $234K in Q4 2019. 720 funds tracked by Wall St. Rank hold SCHF as of Q3 2020.

Kore Private Wealth reported no remaining Schwab International Equity ETF position as of Q3 2020 after selling out during the quarter.
Kore Private Wealth sold 832 Schwab International Equity ETF shares in Q3 2020, an estimated $12K.
Kore Private Wealth first reported a position in Schwab International Equity ETF in Q4 2018 and held it in 5 quarters.
Kore Private Wealth's Schwab International Equity ETF position peaked at $234K in Q4 2019.
720 funds tracked by Wall St. Rank held Schwab International Equity ETF as of Q3 2020.

Based on Kore Private Wealth's 13F filing for Q3 2020, filed 13 Nov 2020.