Norway Savings Bank’s Schwab International Equity ETF SCHF Stock Holding History

Norway Savings Bank’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 Q1	–	Sell	-12,016	Closed	-$205K	–	258
2017 Q4	$205K	Hold	12,016	–	–	0.19%	92
2017 Q3	$201K	Sell	12,016 -740	-6%	-$12.1K	0.19%	92
2017 Q2	$203K	Buy	+12,756	New	+$198K	0.2%	90

Other funds holding SCHF

CSIA

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

Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return

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

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

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

Betterment LLC New York $52.8B AUM 15.34% 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

Norway Savings Bank's SCHF Position: Q1 2018 in Review

Norway Savings Bank sold out of Schwab International Equity ETF (SCHF) in Q1 2018, closing a stake of 12,016 shares — an estimated $205K sold.

Norway Savings Bank first reported a position in SCHF in Q2 2017 and held it in 3 quarters. The position peaked at $205K in Q4 2017. 495 funds tracked by Wall St. Rank hold SCHF as of Q1 2018.

Norway Savings Bank reported no remaining Schwab International Equity ETF position as of Q1 2018 after selling out during the quarter.
Norway Savings Bank sold 12,016 Schwab International Equity ETF shares in Q1 2018, an estimated $205K.
Norway Savings Bank first reported a position in Schwab International Equity ETF in Q2 2017 and held it in 3 quarters.
Norway Savings Bank's Schwab International Equity ETF position peaked at $205K in Q4 2017.
495 funds tracked by Wall St. Rank held Schwab International Equity ETF as of Q1 2018.

Based on Norway Savings Bank's 13F filing for Q1 2018, filed 10 Apr 2018.