Piershale Financial Group’s Schwab International Equity ETF SCHF Stock Holding History

Piershale Financial 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
2017 Q4	–	Sell	-772,696	Closed	-$12.9M	–	26
2017 Q3	$12.9M	Buy	+772,696	New	+$12.6M	7.32%	5
2015 Q3	–	Sell	-832,508	Closed	-$12.7M	–	157
2015 Q2	$12.7M	Buy	+832,508	New	+$13.1M	9.55%	6
2014 Q1	–	Sell	-228,540	Closed	-$3.6M	–	173
2013 Q4	$3.6M	Sell	228,540 -74,016	-24%	-$1.15M	5.23%	5
2013 Q3	$4.6M	Buy	302,556 +8,146	+3%	+$119K	4.17%	7
2013 Q2	$4.01M	Buy	+294,410	New	+$4.17M	7.73%	3

Other funds holding SCHF

CSIA

Charles Schwab Investment Advisory San Francisco, California $72.8B AUM 10.03% 1-Year Est. Return

Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

PCA

Personal Capital Advisors Redwood City, California $20.6B AUM 13.65% 1-Year Est. Return

Wealthfront Palo Alto, California $10.4B AUM 6.15% 1-Year Est. Return

Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Bessemer Group Woodbridge, New Jersey $63.6B AUM 28.76% 1-Year Est. Return

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

Piershale Financial Group's SCHF Position: Q4 2017 in Review

Piershale Financial Group sold out of Schwab International Equity ETF (SCHF) in Q4 2017, closing a stake of 772,696 shares — an estimated $12.9M sold.

Piershale Financial Group first reported a position in SCHF in Q2 2013 and held it in 5 quarters. The position peaked at $12.9M in Q3 2017. 491 funds tracked by Wall St. Rank hold SCHF as of Q4 2017.

Piershale Financial Group reported no remaining Schwab International Equity ETF position as of Q4 2017 after selling out during the quarter.
Piershale Financial Group sold 772,696 Schwab International Equity ETF shares in Q4 2017, an estimated $12.9M.
Piershale Financial Group first reported a position in Schwab International Equity ETF in Q2 2013 and held it in 5 quarters.
Piershale Financial Group's Schwab International Equity ETF position peaked at $12.9M in Q3 2017.
491 funds tracked by Wall St. Rank held Schwab International Equity ETF as of Q4 2017.

Based on Piershale Financial Group's 13F filing for Q4 2017, filed 16 Jan 2018.