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MYCIO Wealth Partners’s Schwab International Equity ETF SCHF Stock Holding History

MYCIO Wealth 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
2020
Q1 		– Sell
-682,118
Closed -$11.5M – 322
2019
Q4 		$11.5M Buy
682,118
+30,702
+5% +$505K 0.75% 21
2019
Q3 		$10.4M Buy
651,416
+6,866
+1% +$108K 0.77% 22
2019
Q2 		$10.3M Buy
644,550
+2,552
+0.4% +$40.4K 0.81% 20
2019
Q1 		$10.1M Buy
641,998
+1,518
+0.2% +$23.1K 0.83% 20
2018
Q4 		$9.08M Buy
640,480
+577,160
+911% +$8.83M 0.84% 18
2018
Q3 		$1.06M Sell
63,320
-5,496
-8% -$91.5K 0.1% 91
2018
Q2 		$1.14M Buy
68,816
+33,016
+92% +$561K 0.12% 80
2018
Q1 		$603K Buy
35,800
+850
+2% +$14.6K 0.07% 116
2017
Q4 		$595K Buy
34,950
+1,774
+5% +$30.2K 0.06% 123
2017
Q3 		$555K Buy
33,176
+1,364
+4% +$22.3K 0.06% 126
2017
Q2 		$506K Sell
31,812
-1,312
-4% -$20.4K 0.06% 126
2017
Q1 		$495K Hold
33,124
– – 0.06% 133
2016
Q4 		$458K Buy
33,124
+32,716
+8,019% +$459K 0.06% 126
2016
Q3 		$6K Hold
408
– – ﹤0.01% 645
2016
Q2 		$6K Hold
408
– – ﹤0.01% 639
2016
Q1 		$6K Hold
408
– – ﹤0.01% 587
2015
Q4 		$6K Buy
408
+8
+2% +$115 ﹤0.01% 590
2015
Q3 		$5K Hold
400
– – ﹤0.01% 667
2015
Q2 		$6K Hold
400
– – ﹤0.01% 579
2015
Q1 		$6K Buy
+400
New +$5.94K ﹤0.01% 536

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

MYCIO Wealth Partners's SCHF Position: Q1 2020 in Review

MYCIO Wealth Partners sold out of Schwab International Equity ETF (SCHF) in Q1 2020, closing a stake of 682,118 shares — an estimated $11.5M sold.

MYCIO Wealth Partners first reported a position in SCHF in Q1 2015 and held it in 20 quarters. The position peaked at $11.5M in Q4 2019. 738 funds tracked by Wall St. Rank hold SCHF as of Q1 2020.

  • MYCIO Wealth Partners reported no remaining Schwab International Equity ETF position as of Q1 2020 after selling out during the quarter.
  • MYCIO Wealth Partners sold 682,118 Schwab International Equity ETF shares in Q1 2020, an estimated $11.5M.
  • MYCIO Wealth Partners first reported a position in Schwab International Equity ETF in Q1 2015 and held it in 20 quarters.
  • MYCIO Wealth Partners's Schwab International Equity ETF position peaked at $11.5M in Q4 2019.
  • 738 funds tracked by Wall St. Rank held Schwab International Equity ETF as of Q1 2020.

Based on MYCIO Wealth Partners's 13F filing for Q1 2020, filed 14 May 2020.