Omnia Family Wealth’s Schwab International Equity ETF SCHF Stock Holding History

Omnia Family Wealth’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 Q1	–	Sell	-154,226	Closed	-$2.59M	–	89
2019 Q4	$2.59M	Buy	154,226 +107,004	+227%	+$1.76M	1.19%	20
2019 Q3	$752K	Buy	47,222 +4,826	+11%	+$75.9K	0.55%	30
2019 Q2	$686K	Hold	42,396	–	–	0.35%	37
2019 Q1	$664K	Hold	42,396	–	–	0.33%	37
2018 Q4	$601K	Buy	42,396 +41,776	+6,738%	+$639K	0.32%	41
2018 Q3	$10K	Hold	620	–	–	﹤0.01%	263
2018 Q2	$10K	Buy	+620	New	+$10.5K	﹤0.01%	256

Other funds holding SCHF

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

Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 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

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

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

SCM

SCS Capital Management Boston, Massachusetts $9.44B AUM 18.1% 1-Year Est. Return

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

Omnia Family Wealth's SCHF Position: Q1 2020 in Review

Omnia Family Wealth sold out of Schwab International Equity ETF (SCHF) in Q1 2020, closing a stake of 154,226 shares — an estimated $2.59M sold.

Omnia Family Wealth first reported a position in SCHF in Q2 2018 and held it in 7 quarters. The position peaked at $2.59M in Q4 2019. 737 funds tracked by Wall St. Rank hold SCHF as of Q1 2020.

Omnia Family Wealth reported no remaining Schwab International Equity ETF position as of Q1 2020 after selling out during the quarter.
Omnia Family Wealth sold 154,226 Schwab International Equity ETF shares in Q1 2020, an estimated $2.59M.
Omnia Family Wealth first reported a position in Schwab International Equity ETF in Q2 2018 and held it in 7 quarters.
Omnia Family Wealth's Schwab International Equity ETF position peaked at $2.59M in Q4 2019.
737 funds tracked by Wall St. Rank held Schwab International Equity ETF as of Q1 2020.

Based on Omnia Family Wealth's 13F filing for Q1 2020, filed 5 May 2020.