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Montage Investments’s Schwab International Equity ETF SCHF Stock Holding History

Montage Investments’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
2016
Q3 		$317K Hold
22,000
– – 0.17% 139
2016
Q2 		$298K Hold
22,000
– – 0.21% 136
2016
Q1 		$298K Buy
+22,000
New +$285K 0.21% 139

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
W
Wealthfront Palo Alto, California $10.4B AUM 6.15% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $52.8B AUM 15.34% 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 $147B AUM 18.73% 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
HSA
HBK Sorce Advisory Erie, Pennsylvania $5.05B AUM 16.64% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Montage Investments's SCHF Position: Q3 2016 in Review

Montage Investments held its Schwab International Equity ETF (SCHF) position steady in Q3 2016 at 22,000 shares worth $317K. The position accounts for 0.17% of the portfolio, ranked #139.

Montage Investments first reported a position in SCHF in Q1 2016 and has held it in 3 quarters since. 292 funds tracked by Wall St. Rank hold SCHF as of Q3 2016.

  • Montage Investments held 22,000 shares of Schwab International Equity ETF worth $317K as of Q3 2016.
  • Montage Investments left its Schwab International Equity ETF share count unchanged in Q3 2016.
  • Schwab International Equity ETF made up 0.17% of Montage Investments's portfolio in Q3 2016, its #139 holding.
  • Montage Investments first reported a position in Schwab International Equity ETF in Q1 2016 and has held it in 3 quarters since.
  • 292 funds tracked by Wall St. Rank held Schwab International Equity ETF as of Q3 2016.

Based on Montage Investments's 13F filing for Q3 2016, filed 10 Nov 2016.