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

Peachtree 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
2018
Q4 		$16.3M Sell
1,148,040
-4,782
-0.4% -$73.2K 12.55% 1
2018
Q3 		$19.3M Buy
1,152,822
+13,944
+1% +$232K 13.19% 1
2018
Q2 		$18.8M Buy
1,138,878
+119,670
+12% +$2.03M 13.63% 1
2018
Q1 		$17.2M Buy
1,019,208
+81,772
+9% +$1.41M 12.9% 1
2017
Q4 		$16M Buy
937,436
+75,460
+9% +$1.28M 12.2% 1
2017
Q3 		$14.4M Buy
861,976
+66,330
+8% +$1.08M 12.39% 1
2017
Q2 		$12.6M Buy
795,646
+14,560
+2% +$226K 10.84% 1
2017
Q1 		$11.7M Buy
781,086
+119,030
+18% +$1.73M 10.69% 1
2016
Q4 		$9.16M Sell
662,056
-1,450
-0.2% -$20.3K 8.99% 1
2016
Q3 		$9.55M Sell
663,506
-37,560
-5% -$530K 9.37% 1
2016
Q2 		$9.5M Buy
701,066
+50,306
+8% +$689K 9.66% 1
2016
Q1 		$8.82M Buy
650,760
+109,234
+20% +$1.42M 8.85% 1
2015
Q4 		$7.46M Buy
541,526
+321,560
+146% +$4.61M 7.81% 1
2015
Q3 		$3.01M Buy
219,966
+25,092
+13% +$369K 3.12% 5
2015
Q2 		$2.97M Buy
194,874
+57,350
+42% +$901K 2.21% 7
2015
Q1 		$2.08M Buy
137,524
+135,004
+5,357% +$2.01M 1.49% 10
2014
Q4 		$36K Hold
2,520
– – 0.02% 221
2014
Q3 		$39K Buy
+2,520
New +$40.7K 0.03% 219

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
Wealthfront Advisers
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
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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
BL
BCWM LLC Overland Park, Kansas $353M AUM 20.1% 1-Year Est. Return

Peachtree Investment Advisors's SCHF Position: Q4 2018 in Review

Peachtree Investment Advisors reduced its Schwab International Equity ETF (SCHF) stake by 0.41% in Q4 2018, selling an estimated $73.2K and leaving 1,148,040 shares worth $16.3M. The position accounts for 12.55% of the portfolio, ranked #1.

Peachtree Investment Advisors first reported a position in SCHF in Q3 2014 and has held it in 18 quarters since. The position peaked at $19.3M in Q3 2018. 632 funds tracked by Wall St. Rank hold SCHF as of Q4 2018.

  • Peachtree Investment Advisors held 1,148,040 shares of Schwab International Equity ETF worth $16.3M as of Q4 2018.
  • Peachtree Investment Advisors sold 4,782 Schwab International Equity ETF shares in Q4 2018, an estimated $73.2K.
  • Schwab International Equity ETF made up 12.55% of Peachtree Investment Advisors's portfolio in Q4 2018, its #1 holding.
  • Peachtree Investment Advisors first reported a position in Schwab International Equity ETF in Q3 2014 and has held it in 18 quarters since.
  • Peachtree Investment Advisors's Schwab International Equity ETF position peaked at $19.3M in Q3 2018.
  • 632 funds tracked by Wall St. Rank held Schwab International Equity ETF as of Q4 2018.

Based on Peachtree Investment Advisors's 13F filing for Q4 2018, filed 14 Jan 2019.