MFW
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Mosaic Family Wealth’s Schwab International Equity ETF SCHF Stock Holding History

Mosaic Family Wealth’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
2017
Q1 		– Sell
-1,502
Closed -$21K – 745
2016
Q4 		$21K Hold
1,502
– – 0.01% 425
2016
Q3 		$22K Buy
+1,502
New +$21.2K 0.01% 433

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W
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Northwestern Mutual Wealth Management
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Betterment LLC
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Creative Planning
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Financial Engines Advisors
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Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Wealth Enhancement Advisory Services
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HSA
HBK Sorce Advisory Erie, Pennsylvania $5.27B AUM 19.34% 1-Year Est. Return

Mosaic Family Wealth's SCHF Position: Q1 2017 in Review

Mosaic Family Wealth sold out of Schwab International Equity ETF (SCHF) in Q1 2017, closing a stake of 1,502 shares — an estimated $21K sold.

Mosaic Family Wealth first reported a position in SCHF in Q3 2016 and held it in 2 quarters. The position peaked at $22K in Q3 2016. 346 funds tracked by Wall St. Rank hold SCHF as of Q1 2017.

  • Mosaic Family Wealth reported no remaining Schwab International Equity ETF position as of Q1 2017 after selling out during the quarter.
  • Mosaic Family Wealth sold 1,502 Schwab International Equity ETF shares in Q1 2017, an estimated $21K.
  • Mosaic Family Wealth first reported a position in Schwab International Equity ETF in Q3 2016 and held it in 2 quarters.
  • Mosaic Family Wealth's Schwab International Equity ETF position peaked at $22K in Q3 2016.
  • 346 funds tracked by Wall St. Rank held Schwab International Equity ETF as of Q1 2017.

Based on Mosaic Family Wealth's 13F filing for Q1 2017, filed 5 May 2017.