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

Lenox 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
2020 Q2	$113K	Sell	7,616 -376	-5%	-$5.29K	0.03%	190
2020 Q1	$103K	Buy	7,992 +74	+0.9%	+$1.14K	0.04%	187
2019 Q4	$133K	Buy	7,918 +4,180	+112%	+$68.8K	0.04%	190
2019 Q3	$59K	Buy	3,738 +1,148	+44%	+$18.1K	0.02%	250
2019 Q2	$41K	Buy	2,590 +2,348	+970%	+$37.2K	0.01%	268
2019 Q1	$4K	Buy	+242	New	+$3.69K	﹤0.01%	545
2018 Q3	–	Sell	-16	Closed	–	–	662
2018 Q2	$0	Hold	16	–	–	﹤0.01%	603
2018 Q1	$0	Sell	16 -120	-88%	-$2.07K	﹤0.01%	501
2017 Q4	$1K	Buy	+136	New	+$2.31K	﹤0.01%	470

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

Lenox Wealth Management's SCHF Position: Q2 2020 in Review

Lenox Wealth Management reduced its Schwab International Equity ETF (SCHF) stake by 4.7% in Q2 2020, selling an estimated $5.29K and leaving 7,616 shares worth $113K. The position accounts for 0.03% of the portfolio, ranked #190.

Lenox Wealth Management first reported a position in SCHF in Q4 2017 and has held it in 9 quarters since. The position peaked at $133K in Q4 2019. 715 funds tracked by Wall St. Rank hold SCHF as of Q2 2020.

Lenox Wealth Management held 7,616 shares of Schwab International Equity ETF worth $113K as of Q2 2020.
Lenox Wealth Management sold 376 Schwab International Equity ETF shares in Q2 2020, an estimated $5.29K.
Schwab International Equity ETF made up 0.03% of Lenox Wealth Management's portfolio in Q2 2020, its #190 holding.
Lenox Wealth Management first reported a position in Schwab International Equity ETF in Q4 2017 and has held it in 9 quarters since.
Lenox Wealth Management's Schwab International Equity ETF position peaked at $133K in Q4 2019.
715 funds tracked by Wall St. Rank held Schwab International Equity ETF as of Q2 2020.

Based on Lenox Wealth Management's 13F filing for Q2 2020, filed 28 Jul 2020.