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New Capital Management’s Schwab International Equity ETF SCHF Stock Holding History

New Capital Management’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
Q3 		– Sell
-170
Closed -$3K – 172
2017
Q2 		$3K Hold
170
– – 0.01% 158
2017
Q1 		$3K Buy
+170
New +$2.47K 0.01% 158

Other funds holding SCHF

CSIA
Charles Schwab Investment Advisory San Francisco, California $72.8B AUM 10.03% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 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
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
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

New Capital Management's SCHF Position: Q3 2017 in Review

New Capital Management sold out of Schwab International Equity ETF (SCHF) in Q3 2017, closing a stake of 170 shares — an estimated $3K sold.

New Capital Management first reported a position in SCHF in Q1 2017 and held it in 2 quarters. The position peaked at $3K in Q2 2017. 408 funds tracked by Wall St. Rank hold SCHF as of Q3 2017.

  • New Capital Management reported no remaining Schwab International Equity ETF position as of Q3 2017 after selling out during the quarter.
  • New Capital Management sold 170 Schwab International Equity ETF shares in Q3 2017, an estimated $3K.
  • New Capital Management first reported a position in Schwab International Equity ETF in Q1 2017 and held it in 2 quarters.
  • New Capital Management's Schwab International Equity ETF position peaked at $3K in Q2 2017.
  • 408 funds tracked by Wall St. Rank held Schwab International Equity ETF as of Q3 2017.

Based on New Capital Management's 13F filing for Q3 2017, filed 23 Oct 2017.