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New England Investment & Retirement Group’s Schwab International Equity ETF SCHF Stock Holding History

New England Investment & Retirement Group’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
Q2 		– Sell
-350
Closed -$5K – 182
2020
Q1 		$5K Buy
+350
New +$5.38K ﹤0.01% 166

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Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 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
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 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
SCM
SCS Capital Management Boston, Massachusetts $9.44B AUM 18.1% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

New England Investment & Retirement Group's SCHF Position: Q2 2020 in Review

New England Investment & Retirement Group sold out of Schwab International Equity ETF (SCHF) in Q2 2020, closing a stake of 350 shares — an estimated $5K sold.

New England Investment & Retirement Group first reported a position in SCHF in Q1 2020 and held it in 1 quarter. The position peaked at $5K in Q1 2020. 716 funds tracked by Wall St. Rank hold SCHF as of Q2 2020.

  • New England Investment & Retirement Group reported no remaining Schwab International Equity ETF position as of Q2 2020 after selling out during the quarter.
  • New England Investment & Retirement Group sold 350 Schwab International Equity ETF shares in Q2 2020, an estimated $5K.
  • New England Investment & Retirement Group first reported a position in Schwab International Equity ETF in Q1 2020 and held it in 1 quarter.
  • New England Investment & Retirement Group's Schwab International Equity ETF position peaked at $5K in Q1 2020.
  • 716 funds tracked by Wall St. Rank held Schwab International Equity ETF as of Q2 2020.

Based on New England Investment & Retirement Group's 13F filing for Q2 2020, filed 3 Aug 2020.