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Lubar & Co’s Schwab International Equity ETF SCHF Stock Holding History

Lubar & Co’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
2015
Q3 		– Sell
-462,400
Closed -$7.04M – 18
2015
Q2 		$7.04M Buy
+462,400
New +$7.26M 4.13% 6

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PCA
Personal Capital Advisors Redwood City, California $20.6B AUM 13.65% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return
W
Wealthfront Palo Alto, California $10.4B AUM 6.15% 1-Year Est. Return
TH
TMFS Holdings Overland Park, Kansas $1.2B AUM 9.33% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
HSA
HBK Sorce Advisory Erie, Pennsylvania $5.27B AUM 19.34% 1-Year Est. Return
Bessemer Group
Bessemer Group Woodbridge, New Jersey $72.7B AUM 39.36% 1-Year Est. Return
FFA
Fragasso Financial Advisors Sewickley, Pennsylvania $1.88B AUM 23.81% 1-Year Est. Return

Lubar & Co's SCHF Position: Q3 2015 in Review

Lubar & Co sold out of Schwab International Equity ETF (SCHF) in Q3 2015, closing a stake of 462,400 shares — an estimated $7.04M sold.

Lubar & Co first reported a position in SCHF in Q2 2015 and held it in 1 quarter. The position peaked at $7.04M in Q2 2015. 242 funds tracked by Wall St. Rank hold SCHF as of Q3 2015.

  • Lubar & Co reported no remaining Schwab International Equity ETF position as of Q3 2015 after selling out during the quarter.
  • Lubar & Co sold 462,400 Schwab International Equity ETF shares in Q3 2015, an estimated $7.04M.
  • Lubar & Co first reported a position in Schwab International Equity ETF in Q2 2015 and held it in 1 quarter.
  • Lubar & Co's Schwab International Equity ETF position peaked at $7.04M in Q2 2015.
  • 242 funds tracked by Wall St. Rank held Schwab International Equity ETF as of Q3 2015.

Based on Lubar & Co's 13F filing for Q3 2015, filed 9 Nov 2015.