Noven Financial Group’s Schwab International Equity ETF SCHF Stock Holding History

Noven Financial 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
2019 Q2	–	Sell	-17,090	Closed	-$268K	–	38
2019 Q1	$268K	Buy	+17,090	New	+$261K	0.14%	30
2016 Q3	–	Sell	-18,106	Closed	-$245K	–	36
2016 Q2	$245K	Sell	18,106 -2,360	-12%	-$32.3K	0.16%	29
2016 Q1	$277K	Buy	20,466 +3,302	+19%	+$42.9K	0.2%	31
2015 Q4	$237K	Buy	+17,164	New	+$246K	0.18%	37

Other funds holding SCHF

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 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 Palo Alto, California $52B AUM 24.53% 1-Year Est. Return

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return

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

Bessemer Group Woodbridge, New Jersey $72.7B AUM 39.36% 1-Year Est. Return

Noven Financial Group's SCHF Position: Q2 2019 in Review

Noven Financial Group sold out of Schwab International Equity ETF (SCHF) in Q2 2019, closing a stake of 17,090 shares — an estimated $268K sold.

Noven Financial Group first reported a position in SCHF in Q4 2015 and held it in 4 quarters. The position peaked at $277K in Q1 2016. 665 funds tracked by Wall St. Rank hold SCHF as of Q2 2019.

Noven Financial Group reported no remaining Schwab International Equity ETF position as of Q2 2019 after selling out during the quarter.
Noven Financial Group sold 17,090 Schwab International Equity ETF shares in Q2 2019, an estimated $268K.
Noven Financial Group first reported a position in Schwab International Equity ETF in Q4 2015 and held it in 4 quarters.
Noven Financial Group's Schwab International Equity ETF position peaked at $277K in Q1 2016.
665 funds tracked by Wall St. Rank held Schwab International Equity ETF as of Q2 2019.

Based on Noven Financial Group's 13F filing for Q2 2019, filed 12 Aug 2019.