Partnervest Advisory Services’s Schwab International Equity ETF SCHF Stock Holding History

Partnervest Advisory Services’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 Q2	–	Sell	-17,050	Closed	-$220K	–	251
2020 Q1	$220K	Buy	17,050 +2,610	+18%	+$40.1K	0.1%	172
2019 Q4	$243K	Sell	14,440 -19,868	-58%	-$327K	0.09%	181
2019 Q3	$547K	Buy	34,308 +19,868	+138%	+$313K	0.2%	98
2019 Q2	$232K	Hold	14,440	–	–	0.09%	185
2019 Q1	$226K	Buy	14,440 +230	+2%	+$3.51K	0.09%	193
2018 Q4	$201K	Buy	+14,210	New	+$217K	0.1%	186

Other funds holding SCHF

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 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

Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 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

SCM

SCS Capital Management Boston, Massachusetts $10.6B AUM 19.73% 1-Year Est. Return

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

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

Partnervest Advisory Services's SCHF Position: Q2 2020 in Review

Partnervest Advisory Services sold out of Schwab International Equity ETF (SCHF) in Q2 2020, closing a stake of 17,050 shares — an estimated $220K sold.

Partnervest Advisory Services first reported a position in SCHF in Q4 2018 and held it in 6 quarters. The position peaked at $547K in Q3 2019. 716 funds tracked by Wall St. Rank hold SCHF as of Q2 2020.

Partnervest Advisory Services reported no remaining Schwab International Equity ETF position as of Q2 2020 after selling out during the quarter.
Partnervest Advisory Services sold 17,050 Schwab International Equity ETF shares in Q2 2020, an estimated $220K.
Partnervest Advisory Services first reported a position in Schwab International Equity ETF in Q4 2018 and held it in 6 quarters.
Partnervest Advisory Services's Schwab International Equity ETF position peaked at $547K in Q3 2019.
716 funds tracked by Wall St. Rank held Schwab International Equity ETF as of Q2 2020.

Based on Partnervest Advisory Services's 13F filing for Q2 2020, filed 6 Aug 2020.