NCM
SCHF icon

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

Novare 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
2019
Q1 		– Sell
-29,414
Closed -$417K – 138
2018
Q4 		$417K Buy
+29,414
New +$450K 0.08% 122

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
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Financial Engines Advisors
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 Advisers
Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 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
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

Novare Capital Management's SCHF Position: Q1 2019 in Review

Novare Capital Management sold out of Schwab International Equity ETF (SCHF) in Q1 2019, closing a stake of 29,414 shares — an estimated $417K sold.

Novare Capital Management first reported a position in SCHF in Q4 2018 and held it in 1 quarter. The position peaked at $417K in Q4 2018. 657 funds tracked by Wall St. Rank hold SCHF as of Q1 2019.

  • Novare Capital Management reported no remaining Schwab International Equity ETF position as of Q1 2019 after selling out during the quarter.
  • Novare Capital Management sold 29,414 Schwab International Equity ETF shares in Q1 2019, an estimated $417K.
  • Novare Capital Management first reported a position in Schwab International Equity ETF in Q4 2018 and held it in 1 quarter.
  • Novare Capital Management's Schwab International Equity ETF position peaked at $417K in Q4 2018.
  • 657 funds tracked by Wall St. Rank held Schwab International Equity ETF as of Q1 2019.

Based on Novare Capital Management's 13F filing for Q1 2019, filed 9 May 2019.