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LBA Wealth Management’s Schwab International Equity ETF SCHF Stock Holding History

LBA Wealth Management’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
2015
Q3 		– Sell
-1,194
Closed -$18K – 368
2015
Q2 		$18K Sell
1,194
-280
-19% -$4.4K 0.01% 215
2015
Q1 		$22K Buy
+1,474
New +$21.9K 0.01% 203

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W
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TH
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Charles Schwab
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HSA
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Bessemer Group
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FFA
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LBA Wealth Management's SCHF Position: Q3 2015 in Review

LBA Wealth Management sold out of Schwab International Equity ETF (SCHF) in Q3 2015, closing a stake of 1,194 shares — an estimated $18K sold.

LBA Wealth Management first reported a position in SCHF in Q1 2015 and held it in 2 quarters. The position peaked at $22K in Q1 2015. 242 funds tracked by Wall St. Rank hold SCHF as of Q3 2015.

  • LBA Wealth Management reported no remaining Schwab International Equity ETF position as of Q3 2015 after selling out during the quarter.
  • LBA Wealth Management sold 1,194 Schwab International Equity ETF shares in Q3 2015, an estimated $18K.
  • LBA Wealth Management first reported a position in Schwab International Equity ETF in Q1 2015 and held it in 2 quarters.
  • LBA Wealth Management's Schwab International Equity ETF position peaked at $22K in Q1 2015.
  • 242 funds tracked by Wall St. Rank held Schwab International Equity ETF as of Q3 2015.

Based on LBA Wealth Management's 13F filing for Q3 2015, filed 3 Nov 2015.