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Live Your Vision’s Schwab International Equity ETF SCHF Stock Holding History

Live Your Vision’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 		$26.4M Sell
1,641,226
-347,298
-17% -$5.29M 8.02% 3
2018
Q4 		$29.3M Sell
1,988,524
-257,908
-11% -$3.95M 9.86% 2
2018
Q3 		$37.7M Buy
2,246,432
+66,250
+3% +$1.1M 11.98% 1
2018
Q2 		$36M Buy
2,180,182
+37,884
+2% +$644K 11.93% 1
2018
Q1 		$36.9M Buy
2,142,298
+2,440
+0.1% +$42K 12.48% 1
2017
Q4 		$38.3M Buy
2,139,858
+127,082
+6% +$2.16M 12.83% 1
2017
Q3 		$33.7M Buy
2,012,776
+12,270
+0.6% +$200K 11.99% 1
2017
Q2 		$32.9M Buy
2,000,506
+104,260
+5% +$1.62M 12.25% 1
2017
Q1 		$28.3M Buy
1,896,246
+70,130
+4% +$1.02M 11.09% 1
2016
Q4 		$25.3M Buy
1,826,116
+9,742
+0.5% +$137K 10.74% 1
2016
Q3 		$26.1M Buy
1,816,374
+39,194
+2% +$553K 11.18% 1
2016
Q2 		$24.1M Buy
1,777,180
+45,498
+3% +$623K 10.99% 1
2016
Q1 		$23.5M Buy
1,731,682
+382,960
+28% +$4.97M 11.12% 1
2015
Q4 		$18.6M Buy
1,348,722
+66,032
+5% +$946K 8.93% 2
2015
Q3 		$17.6M Sell
1,282,690
-341,416
-21% -$5.02M 8.26% 2
2015
Q2 		$24.8M Buy
1,624,106
+50,790
+3% +$798K 11.52% 1
2015
Q1 		$23.8M Sell
1,573,316
-30,260
-2% -$450K 11.29% 2
2014
Q4 		$22.8M Buy
1,603,576
+56,042
+4% +$844K 11.34% 2
2014
Q3 		$22.7M Buy
1,547,534
+37,890
+3% +$612K 11.98% 2
2014
Q2 		$24.9M Sell
1,509,644
-588
-0% -$9.47K 13.04% 2
2014
Q1 		$23.8M Buy
1,510,232
+1,184,124
+363% +$18.3M 12.56% 2
2013
Q4 		$5.14M Buy
326,108
+56,320
+21% +$876K 2.84% 13
2013
Q3 		$4.1M Buy
269,788
+223,632
+485% +$3.27M 2.36% 13
2013
Q2 		$642K Buy
+46,156
New +$654K 0.38% 24

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
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Financial Engines Advisors
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
Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 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
Bessemer Group
Bessemer Group Woodbridge, New Jersey $63.6B AUM 28.76% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Live Your Vision's SCHF Position: Q1 2019 in Review

Live Your Vision reduced its Schwab International Equity ETF (SCHF) stake by 17% in Q1 2019, selling an estimated $5.29M and leaving 1,641,226 shares worth $26.4M. The position accounts for 8.02% of the portfolio, ranked #3.

Live Your Vision first reported a position in SCHF in Q2 2013 and has held it in 24 quarters since. The position peaked at $38.3M in Q4 2017. 657 funds tracked by Wall St. Rank hold SCHF as of Q1 2019.

  • Live Your Vision held 1,641,226 shares of Schwab International Equity ETF worth $26.4M as of Q1 2019.
  • Live Your Vision sold 347,298 Schwab International Equity ETF shares in Q1 2019, an estimated $5.29M.
  • Schwab International Equity ETF made up 8.02% of Live Your Vision's portfolio in Q1 2019, its #3 holding.
  • Live Your Vision first reported a position in Schwab International Equity ETF in Q2 2013 and has held it in 24 quarters since.
  • Live Your Vision's Schwab International Equity ETF position peaked at $38.3M in Q4 2017.
  • 657 funds tracked by Wall St. Rank held Schwab International Equity ETF as of Q1 2019.

Based on Live Your Vision's 13F filing for Q1 2019, filed 25 Apr 2019.