Mosaic Financial Partners’s Schwab International Equity ETF SCHF Stock Holding History

Mosaic Financial Partners’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
2018 Q2	$829K	Hold	50,172	–	–	0.54%	30
2018 Q1	$845K	Sell	50,172 -30,466	-38%	-$525K	0.51%	33
2017 Q4	$1.37M	Hold	80,638	–	–	0.79%	30
2017 Q3	$1.35M	Hold	80,638	–	–	0.83%	27
2017 Q2	$1.28M	Sell	80,638 -3,026	-4%	-$47K	0.8%	27
2017 Q1	$1.25M	Sell	83,664 -2,376	-3%	-$34.5K	0.79%	26
2016 Q4	$1.19M	Sell	86,040 -2,682	-3%	-$37.6K	0.76%	27
2016 Q3	$1.28M	Sell	88,722 -3,372	-4%	-$47.6K	0.78%	27
2016 Q2	$1.25M	Sell	92,094 -52,310	-36%	-$716K	0.77%	28
2016 Q1	$1.96M	Buy	144,404 +918	+0.6%	+$11.9K	1.25%	27
2015 Q4	$1.98M	Sell	143,486 -57,658	-29%	-$826K	1.27%	27
2015 Q3	$2.75M	Sell	201,144 -4,678	-2%	-$68.7K	1.76%	20
2015 Q2	$3.14M	Sell	205,822 -5,452	-3%	-$85.6K	2.16%	17
2015 Q1	$3.19M	Sell	211,274 -1,768	-0.8%	-$26.3K	2.18%	17
2014 Q4	$3.08M	Hold	213,042	–	–	2.09%	18
2014 Q3	$3.3M	Sell	213,042 -33,314	-14%	-$538K	2.33%	14
2014 Q2	$4.06M	Hold	246,356	–	–	2.78%	14
2014 Q1	$3.88M	Sell	246,356 -2,926	-1%	-$45.2K	2.77%	15
2013 Q4	$3.93M	Hold	249,282	–	–	2.87%	13
2013 Q3	$3.79M	Sell	249,282 -19,686	-7%	-$288K	2.94%	12
2013 Q2	$3.66M	Buy	+268,968	New	+$3.81M	2.86%	12

Other funds holding SCHF

CSIA

Charles Schwab Investment Advisory San Francisco, California $72.8B AUM 10.03% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

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 Palo Alto, California $10.4B AUM 6.15% 1-Year Est. Return

Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Bessemer Group Woodbridge, New Jersey $63.6B AUM 28.76% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Mosaic Financial Partners's SCHF Position: Q2 2018 in Review

Mosaic Financial Partners held its Schwab International Equity ETF (SCHF) position steady in Q2 2018 at 50,172 shares worth $829K. The position accounts for 0.54% of the portfolio, ranked #30.

Mosaic Financial Partners first reported a position in SCHF in Q2 2013 and has held it in 21 quarters since. The position peaked at $4.06M in Q2 2014. 514 funds tracked by Wall St. Rank hold SCHF as of Q2 2018.

Mosaic Financial Partners held 50,172 shares of Schwab International Equity ETF worth $829K as of Q2 2018.
Mosaic Financial Partners left its Schwab International Equity ETF share count unchanged in Q2 2018.
Schwab International Equity ETF made up 0.54% of Mosaic Financial Partners's portfolio in Q2 2018, its #30 holding.
Mosaic Financial Partners first reported a position in Schwab International Equity ETF in Q2 2013 and has held it in 21 quarters since.
Mosaic Financial Partners's Schwab International Equity ETF position peaked at $4.06M in Q2 2014.
514 funds tracked by Wall St. Rank held Schwab International Equity ETF as of Q2 2018.

Based on Mosaic Financial Partners's 13F filing for Q2 2018, filed 20 Jul 2018.