OptiFour Integrated Wealth Management’s Schwab International Equity ETF SCHF Stock Holding History

OptiFour Integrated Wealth 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 Q4	$4.31M	Sell	256,410 -11,320	-4%	-$186K	2.96%	12
2019 Q3	$4.26M	Sell	267,730 -126	-0%	-$1.98K	3.03%	12
2019 Q2	$4.3M	Sell	267,856 -4,550	-2%	-$72K	3%	12
2019 Q1	$4.26M	Sell	272,406 -1,216	-0.4%	-$18.5K	3.48%	12
2018 Q4	$3.88M	Buy	273,622 +7,222	+3%	+$111K	3.54%	12
2018 Q3	$4.47M	Buy	266,400 +40	+0%	+$666	3.68%	9
2018 Q2	$4.4M	Sell	266,360 -5,024	-2%	-$85.4K	3.8%	9
2018 Q1	$4.57M	Sell	271,384 -1,440	-0.5%	-$24.8K	3.82%	9
2017 Q4	$4.65M	Buy	+272,824	New	+$4.64M	3.89%	7

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

PCA

Personal Capital Advisors Redwood City, California $20.6B AUM 13.65% 1-Year Est. Return

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

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

Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return

OptiFour Integrated Wealth Management's SCHF Position: Q4 2019 in Review

OptiFour Integrated Wealth Management reduced its Schwab International Equity ETF (SCHF) stake by 4.2% in Q4 2019, selling an estimated $186K and leaving 256,410 shares worth $4.31M. The position accounts for 2.96% of the portfolio, ranked #12.

OptiFour Integrated Wealth Management first reported a position in SCHF in Q4 2017 and has held it in 9 quarters since. The position peaked at $4.65M in Q4 2017. 766 funds tracked by Wall St. Rank hold SCHF as of Q4 2019.

OptiFour Integrated Wealth Management held 256,410 shares of Schwab International Equity ETF worth $4.31M as of Q4 2019.
OptiFour Integrated Wealth Management sold 11,320 Schwab International Equity ETF shares in Q4 2019, an estimated $186K.
Schwab International Equity ETF made up 2.96% of OptiFour Integrated Wealth Management's portfolio in Q4 2019, its #12 holding.
OptiFour Integrated Wealth Management first reported a position in Schwab International Equity ETF in Q4 2017 and has held it in 9 quarters since.
OptiFour Integrated Wealth Management's Schwab International Equity ETF position peaked at $4.65M in Q4 2017.
766 funds tracked by Wall St. Rank held Schwab International Equity ETF as of Q4 2019.

Based on OptiFour Integrated Wealth Management's 13F filing for Q4 2019, filed 16 Jan 2020.