Patten Group’s Schwab International Equity ETF SCHF Stock Holding History

Patten Group’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 Q1	–	Sell	-2,312	Closed	-$33K	–	458
2018 Q4	$33K	Buy	2,312 +54	+2%	+$826	0.02%	327
2018 Q3	$38K	Hold	2,258	–	–	0.01%	354
2018 Q2	$37K	Buy	2,258 +66	+3%	+$1.12K	0.01%	354
2018 Q1	$37K	Buy	2,192 +56	+3%	+$965	0.02%	353
2017 Q4	$36K	Buy	2,136 +1,978	+1,252%	+$33.6K	0.01%	369
2017 Q3	$3K	Hold	158	–	–	﹤0.01%	566
2017 Q2	$3K	Sell	158 -1,276	-89%	-$19.8K	﹤0.01%	579
2017 Q1	$21K	Hold	1,434	–	–	0.01%	405
2016 Q4	$21K	Buy	1,434 +32	+2%	+$449	0.01%	400
2016 Q3	$19.7K	Sell	1,402 -158	-10%	-$2.23K	0.01%	422
2016 Q2	$21.1K	Buy	1,560 +316	+25%	+$4.33K	0.01%	400
2016 Q1	$16.9K	Hold	1,244	–	–	0.01%	429
2015 Q4	$17.1K	Buy	+1,244	New	+$17.8K	0.01%	441

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 $187B AUM 21.7% 1-Year Est. Return

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

Creative Planning Overland Park, Kansas $171B AUM 24.68% 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

Bessemer Group Woodbridge, New Jersey $72.7B AUM 39.36% 1-Year Est. Return

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

Patten Group's SCHF Position: Q1 2019 in Review

Patten Group sold out of Schwab International Equity ETF (SCHF) in Q1 2019, closing a stake of 2,312 shares — an estimated $33K sold.

Patten Group first reported a position in SCHF in Q4 2015 and held it in 13 quarters. The position peaked at $38K in Q3 2018. 658 funds tracked by Wall St. Rank hold SCHF as of Q1 2019.

Patten Group reported no remaining Schwab International Equity ETF position as of Q1 2019 after selling out during the quarter.
Patten Group sold 2,312 Schwab International Equity ETF shares in Q1 2019, an estimated $33K.
Patten Group first reported a position in Schwab International Equity ETF in Q4 2015 and held it in 13 quarters.
Patten Group's Schwab International Equity ETF position peaked at $38K in Q3 2018.
658 funds tracked by Wall St. Rank held Schwab International Equity ETF as of Q1 2019.

Based on Patten Group's 13F filing for Q1 2019, filed 14 May 2019.