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

Legacy 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
2019 Q1	–	Sell	-1,060	Closed	-$15K	–	1142
2018 Q4	$15K	Hold	1,060	–	–	0.01%	473
2018 Q3	$17K	Hold	1,060	–	–	0.01%	402
2018 Q2	$18K	Hold	1,060	–	–	0.01%	402
2018 Q1	$18K	Hold	1,060	–	–	0.01%	382
2017 Q4	$18K	Buy	+1,060	New	+$18K	0.01%	382

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 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

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

Creative Planning Overland Park, Kansas $147B AUM 18.73% 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

Bessemer Group Woodbridge, New Jersey $63.6B AUM 28.76% 1-Year Est. Return

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

Legacy Financial Advisors's SCHF Position: Q1 2019 in Review

Legacy Financial Advisors sold out of Schwab International Equity ETF (SCHF) in Q1 2019, closing a stake of 1,060 shares — an estimated $15K sold.

Legacy Financial Advisors first reported a position in SCHF in Q4 2017 and held it in 5 quarters. The position peaked at $18K in Q2 2018. 657 funds tracked by Wall St. Rank hold SCHF as of Q1 2019.

Legacy Financial Advisors reported no remaining Schwab International Equity ETF position as of Q1 2019 after selling out during the quarter.
Legacy Financial Advisors sold 1,060 Schwab International Equity ETF shares in Q1 2019, an estimated $15K.
Legacy Financial Advisors first reported a position in Schwab International Equity ETF in Q4 2017 and held it in 5 quarters.
Legacy Financial Advisors's Schwab International Equity ETF position peaked at $18K in Q2 2018.
657 funds tracked by Wall St. Rank held Schwab International Equity ETF as of Q1 2019.

Based on Legacy Financial Advisors's 13F filing for Q1 2019, filed 14 May 2019.