Opes Advisors’s Schwab International Equity ETF SCHF Stock Holding History

Opes Advisors’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 Q4	$4.09M	Buy	288,228 +1,238	+0.4%	+$18.9K	2.92%	13
2018 Q3	$4.81M	Buy	286,990 +24,974	+10%	+$416K	3.52%	11
2018 Q2	$4.33M	Buy	262,016 +23,742	+10%	+$403K	3.17%	11
2018 Q1	$4.02M	Buy	238,274 +11,184	+5%	+$193K	3.24%	12
2017 Q4	$3.87M	Buy	227,090 +2,682	+1%	+$45.6K	2.75%	15
2017 Q3	$3.75M	Buy	224,408 +9,190	+4%	+$150K	2.4%	18
2017 Q2	$3.51M	Buy	215,218 +28,324	+15%	+$440K	2.17%	19
2017 Q1	$2.79M	Sell	186,894 -40,190	-18%	-$584K	1.97%	18
2016 Q4	$3.14M	Buy	+227,084	New	+$3.18M	3.23%	11

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 Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

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

Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return

PCA

Personal Capital Advisors Redwood City, California $20.6B AUM 13.65% 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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

BCWM LLC Overland Park, Kansas $353M AUM 20.1% 1-Year Est. Return

Opes Advisors's SCHF Position: Q4 2018 in Review

Opes Advisors increased its Schwab International Equity ETF (SCHF) stake by 0.43% in Q4 2018, buying an estimated $18.9K and bringing the position to 288,228 shares worth $4.09M. The position accounts for 2.92% of the portfolio, ranked #13.

Opes Advisors first reported a position in SCHF in Q4 2016 and has held it in 9 quarters since. The position peaked at $4.81M in Q3 2018. 633 funds tracked by Wall St. Rank hold SCHF as of Q4 2018.

Opes Advisors held 288,228 shares of Schwab International Equity ETF worth $4.09M as of Q4 2018.
Opes Advisors bought 1,238 Schwab International Equity ETF shares in Q4 2018, an estimated $18.9K.
Schwab International Equity ETF made up 2.92% of Opes Advisors's portfolio in Q4 2018, its #13 holding.
Opes Advisors first reported a position in Schwab International Equity ETF in Q4 2016 and has held it in 9 quarters since.
Opes Advisors's Schwab International Equity ETF position peaked at $4.81M in Q3 2018.
633 funds tracked by Wall St. Rank held Schwab International Equity ETF as of Q4 2018.

Based on Opes Advisors's 13F filing for Q4 2018, filed 11 Feb 2019.