LWI
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Long Wharf Investors’s Schwab International Equity ETF SCHF Stock Holding History

Long Wharf Investors’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
2014
Q2 		$1.05M Hold
63,998
– – 0.83% 34
2014
Q1 		$1.01M Buy
+63,998
New +$990K 0.86% 33

Other funds holding SCHF

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
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
LYV
Live Your Vision West Conshohocken, Pennsylvania $330M AUM 2.28% 1-Year Est. Return
CCA
Cobblestone Capital Advisors Rochester, New York $2.08B AUM 17.27% 1-Year Est. Return
HCM
Hengehold Capital Management Cincinnati, Ohio $1.29B AUM 17.41% 1-Year Est. Return
HSA
HBK Sorce Advisory Erie, Pennsylvania $5.05B AUM 16.64% 1-Year Est. Return
CCWA
CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.61B AUM 16.44% 1-Year Est. Return
AA
Apriem Advisors Irvine, California $1.05B AUM 22.09% 1-Year Est. Return
VWM
Vector Wealth Management Minneapolis, Minnesota $142M AUM 10.42% 1-Year Est. Return

Long Wharf Investors's SCHF Position: Q2 2014 in Review

Long Wharf Investors held its Schwab International Equity ETF (SCHF) position steady in Q2 2014 at 63,998 shares worth $1.05M. The position accounts for 0.83% of the portfolio, ranked #34.

Long Wharf Investors first reported a position in SCHF in Q1 2014 and has held it in 2 quarters since. 169 funds tracked by Wall St. Rank hold SCHF as of Q2 2014.

  • Long Wharf Investors held 63,998 shares of Schwab International Equity ETF worth $1.05M as of Q2 2014.
  • Long Wharf Investors left its Schwab International Equity ETF share count unchanged in Q2 2014.
  • Schwab International Equity ETF made up 0.83% of Long Wharf Investors's portfolio in Q2 2014, its #34 holding.
  • Long Wharf Investors first reported a position in Schwab International Equity ETF in Q1 2014 and has held it in 2 quarters since.
  • 169 funds tracked by Wall St. Rank held Schwab International Equity ETF as of Q2 2014.

Based on Long Wharf Investors's 13F filing for Q2 2014, filed 4 Aug 2014.