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Optimum Investment Advisors’s Schwab International Equity ETF SCHF Stock Holding History

Optimum Investment 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
2019
Q4 		– Sell
-820
Closed -$13K – 1010
2019
Q3 		$13K Buy
+820
New +$12.9K ﹤0.01% 745

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
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return

Optimum Investment Advisors's SCHF Position: Q4 2019 in Review

Optimum Investment Advisors sold out of Schwab International Equity ETF (SCHF) in Q4 2019, closing a stake of 820 shares — an estimated $13K sold.

Optimum Investment Advisors first reported a position in SCHF in Q3 2019 and held it in 1 quarter. The position peaked at $13K in Q3 2019. 765 funds tracked by Wall St. Rank hold SCHF as of Q4 2019.

  • Optimum Investment Advisors reported no remaining Schwab International Equity ETF position as of Q4 2019 after selling out during the quarter.
  • Optimum Investment Advisors sold 820 Schwab International Equity ETF shares in Q4 2019, an estimated $13K.
  • Optimum Investment Advisors first reported a position in Schwab International Equity ETF in Q3 2019 and held it in 1 quarter.
  • Optimum Investment Advisors's Schwab International Equity ETF position peaked at $13K in Q3 2019.
  • 765 funds tracked by Wall St. Rank held Schwab International Equity ETF as of Q4 2019.

Based on Optimum Investment Advisors's 13F filing for Q4 2019, filed 22 Jan 2020.