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Personal Wealth Partners’s Schwab International Equity ETF SCHF Stock Holding History

Personal Wealth Partners’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
Q1 		– Sell
-2,660
Closed -$45K – 510
2019
Q4 		$45K Sell
2,660
-4,660
-64% -$76.7K 0.02% 149
2019
Q3 		$117K Buy
7,320
+2,660
+57% +$41.8K 0.05% 94
2019
Q2 		$75K Buy
+4,660
New +$73.7K 0.04% 105

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PCA
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Betterment LLC
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Creative Planning
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SCM
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Personal Wealth Partners's SCHF Position: Q1 2020 in Review

Personal Wealth Partners sold out of Schwab International Equity ETF (SCHF) in Q1 2020, closing a stake of 2,660 shares — an estimated $45K sold.

Personal Wealth Partners first reported a position in SCHF in Q2 2019 and held it in 3 quarters. The position peaked at $117K in Q3 2019. 737 funds tracked by Wall St. Rank hold SCHF as of Q1 2020.

  • Personal Wealth Partners reported no remaining Schwab International Equity ETF position as of Q1 2020 after selling out during the quarter.
  • Personal Wealth Partners sold 2,660 Schwab International Equity ETF shares in Q1 2020, an estimated $45K.
  • Personal Wealth Partners first reported a position in Schwab International Equity ETF in Q2 2019 and held it in 3 quarters.
  • Personal Wealth Partners's Schwab International Equity ETF position peaked at $117K in Q3 2019.
  • 737 funds tracked by Wall St. Rank held Schwab International Equity ETF as of Q1 2020.

Based on Personal Wealth Partners's 13F filing for Q1 2020, filed 7 May 2020.