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Lantz Financial’s Schwab International Equity ETF SCHF Stock Holding History

Lantz Financial’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
Q1 		– Sell
-47,674
Closed -$802K – 125
2019
Q4 		$802K Sell
47,674
-1,088
-2% -$17.9K 0.47% 66
2019
Q3 		$755K Hold
48,762
– – 0.51% 65
2019
Q2 		$788K Hold
48,762
– – 0.53% 59
2019
Q1 		$763K Buy
+48,762
New +$743K 0.55% 59

Other funds holding SCHF

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
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 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
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
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
SCM
SCS Capital Management Boston, Massachusetts $9.44B AUM 18.1% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Lantz Financial's SCHF Position: Q1 2020 in Review

Lantz Financial sold out of Schwab International Equity ETF (SCHF) in Q1 2020, closing a stake of 47,674 shares — an estimated $802K sold.

Lantz Financial first reported a position in SCHF in Q1 2019 and held it in 4 quarters. The position peaked at $802K in Q4 2019. 737 funds tracked by Wall St. Rank hold SCHF as of Q1 2020.

  • Lantz Financial reported no remaining Schwab International Equity ETF position as of Q1 2020 after selling out during the quarter.
  • Lantz Financial sold 47,674 Schwab International Equity ETF shares in Q1 2020, an estimated $802K.
  • Lantz Financial first reported a position in Schwab International Equity ETF in Q1 2019 and held it in 4 quarters.
  • Lantz Financial's Schwab International Equity ETF position peaked at $802K in Q4 2019.
  • 737 funds tracked by Wall St. Rank held Schwab International Equity ETF as of Q1 2020.

Based on Lantz Financial's 13F filing for Q1 2020, filed 10 Apr 2020.