Mokosak Advisory Group’s Schwab International Equity ETF SCHF Stock Holding History

Mokosak Advisory 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	-577,676	Closed	-$9.71M	–	25
2019 Q4	$9.71M	Buy	577,676 +4,492	+0.8%	+$73.9K	5.87%	8
2019 Q3	$9.13M	Buy	573,184 +18,206	+3%	+$286K	6.03%	8
2019 Q2	$8.9M	Buy	554,978 +1,746	+0.3%	+$27.6K	6.01%	8
2019 Q1	$8.67M	Buy	553,232 +7,038	+1%	+$107K	6.04%	8
2018 Q4	$7.75M	Sell	546,194 -91,792	-14%	-$1.4M	6.01%	8
2018 Q3	$10.7M	Buy	637,986 +7,812	+1%	+$130K	7.41%	8
2018 Q2	$10.4M	Buy	630,174 +22,590	+4%	+$384K	7.65%	9
2018 Q1	$10.3M	Buy	607,584 +19,058	+3%	+$328K	7.94%	9
2017 Q4	$10M	Buy	+588,526	New	+$10M	7.77%	9

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

Mokosak Advisory Group's SCHF Position: Q1 2020 in Review

Mokosak Advisory Group sold out of Schwab International Equity ETF (SCHF) in Q1 2020, closing a stake of 577,676 shares — an estimated $9.71M sold.

Mokosak Advisory Group first reported a position in SCHF in Q4 2017 and held it in 9 quarters. The position peaked at $10.7M in Q3 2018. 737 funds tracked by Wall St. Rank hold SCHF as of Q1 2020.

Mokosak Advisory Group reported no remaining Schwab International Equity ETF position as of Q1 2020 after selling out during the quarter.
Mokosak Advisory Group sold 577,676 Schwab International Equity ETF shares in Q1 2020, an estimated $9.71M.
Mokosak Advisory Group first reported a position in Schwab International Equity ETF in Q4 2017 and held it in 9 quarters.
Mokosak Advisory Group's Schwab International Equity ETF position peaked at $10.7M in Q3 2018.
737 funds tracked by Wall St. Rank held Schwab International Equity ETF as of Q1 2020.

Based on Mokosak Advisory Group's 13F filing for Q1 2020, filed 10 Apr 2020.