LifePlan Financial Group’s Schwab International Equity ETF SCHF Stock Holding History

LifePlan Financial Group’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	-6	Closed	-$92	–	574
2019 Q4	$0	Sell	6 -1,994	-100%	-$32.8K	﹤0.01%	574
2019 Q3	$32K	Buy	2,000 +1,994	+33,233%	+$31.4K	0.02%	291
2019 Q2	$0	Hold	6	–	–	﹤0.01%	566
2019 Q1	$0	Buy	+6	New	+$91	﹤0.01%	564
2018 Q4	–	Sell	-510	Closed	-$7.8K	–	560
2018 Q3	$9K	Sell	510 -40	-7%	-$666	﹤0.01%	398
2018 Q2	$9K	Hold	550	–	–	0.01%	392
2018 Q1	$9K	Buy	+550	New	+$9.47K	0.01%	377

Other funds holding SCHF

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

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

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

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

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 Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

LifePlan Financial Group's SCHF Position: Q1 2020 in Review

LifePlan Financial Group sold out of Schwab International Equity ETF (SCHF) in Q1 2020, closing a stake of 6 shares — an estimated $92 sold.

LifePlan Financial Group first reported a position in SCHF in Q1 2018 and held it in 7 quarters. The position peaked at $32K in Q3 2019. 737 funds tracked by Wall St. Rank hold SCHF as of Q1 2020.

LifePlan Financial Group reported no remaining Schwab International Equity ETF position as of Q1 2020 after selling out during the quarter.
LifePlan Financial Group sold 6 Schwab International Equity ETF shares in Q1 2020, an estimated $92.
LifePlan Financial Group first reported a position in Schwab International Equity ETF in Q1 2018 and held it in 7 quarters.
LifePlan Financial Group's Schwab International Equity ETF position peaked at $32K in Q3 2019.
737 funds tracked by Wall St. Rank held Schwab International Equity ETF as of Q1 2020.

Based on LifePlan Financial Group's 13F filing for Q1 2020, filed 6 Apr 2020.