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Pinnacle Family Advisors’s Schwab International Equity ETF SCHF Stock Holding History

Pinnacle Family 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
Q1 		– Sell
-56,250
Closed -$958K – 76
2017
Q4 		$958K Sell
56,250
-40,350
-42% -$686K 0.44% 44
2017
Q3 		$1.62M Buy
96,600
+25,340
+36% +$413K 0.76% 32
2017
Q2 		$1.13M Buy
+71,260
New +$1.11M 0.63% 32

Other funds holding SCHF

CSIA
Charles Schwab Investment Advisory San Francisco, California $72.8B AUM 10.03% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return
Northwestern Mutual Wealth Management
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
W
Wealthfront Palo Alto, California $10.4B AUM 6.15% 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
Bessemer Group
Bessemer Group Woodbridge, New Jersey $63.6B AUM 28.76% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Pinnacle Family Advisors's SCHF Position: Q1 2018 in Review

Pinnacle Family Advisors sold out of Schwab International Equity ETF (SCHF) in Q1 2018, closing a stake of 56,250 shares — an estimated $958K sold.

Pinnacle Family Advisors first reported a position in SCHF in Q2 2017 and held it in 3 quarters. The position peaked at $1.62M in Q3 2017. 495 funds tracked by Wall St. Rank hold SCHF as of Q1 2018.

  • Pinnacle Family Advisors reported no remaining Schwab International Equity ETF position as of Q1 2018 after selling out during the quarter.
  • Pinnacle Family Advisors sold 56,250 Schwab International Equity ETF shares in Q1 2018, an estimated $958K.
  • Pinnacle Family Advisors first reported a position in Schwab International Equity ETF in Q2 2017 and held it in 3 quarters.
  • Pinnacle Family Advisors's Schwab International Equity ETF position peaked at $1.62M in Q3 2017.
  • 495 funds tracked by Wall St. Rank held Schwab International Equity ETF as of Q1 2018.

Based on Pinnacle Family Advisors's 13F filing for Q1 2018, filed 15 May 2018.