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Marco Investment Management’s Schwab International Equity ETF SCHF Stock Holding History

Marco Investment 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
2019
Q1 		– Sell
-84,996
Closed -$1.21M – 180
2018
Q4 		$1.21M Hold
84,996
– – 0.24% 85
2018
Q3 		$1.43M Hold
84,996
– – 0.2% 89
2018
Q2 		$1.41M Buy
+84,996
New +$1.44M 0.22% 89

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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

Marco Investment Management's SCHF Position: Q1 2019 in Review

Marco Investment Management sold out of Schwab International Equity ETF (SCHF) in Q1 2019, closing a stake of 84,996 shares — an estimated $1.21M sold.

Marco Investment Management first reported a position in SCHF in Q2 2018 and held it in 3 quarters. The position peaked at $1.43M in Q3 2018. 658 funds tracked by Wall St. Rank hold SCHF as of Q1 2019.

  • Marco Investment Management reported no remaining Schwab International Equity ETF position as of Q1 2019 after selling out during the quarter.
  • Marco Investment Management sold 84,996 Schwab International Equity ETF shares in Q1 2019, an estimated $1.21M.
  • Marco Investment Management first reported a position in Schwab International Equity ETF in Q2 2018 and held it in 3 quarters.
  • Marco Investment Management's Schwab International Equity ETF position peaked at $1.43M in Q3 2018.
  • 658 funds tracked by Wall St. Rank held Schwab International Equity ETF as of Q1 2019.

Based on Marco Investment Management's 13F filing for Q1 2019, filed 2 May 2019.