Pinnacle Summer Investments’s Schwab International Equity ETF SCHF Stock Holding History

Pinnacle Summer Investments’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
2015 Q4	–	Sell	-930	Closed	-$13K	–	977
2015 Q3	$13K	Buy	+930	New	+$13.7K	﹤0.01%	708
2015 Q2	–	Sell	-712	Closed	-$11K	–	916
2015 Q1	$11K	Hold	712	–	–	﹤0.01%	773
2014 Q4	$10K	Hold	712	–	–	﹤0.01%	802
2014 Q3	$11K	Hold	712	–	–	﹤0.01%	805
2014 Q2	$12K	Hold	712	–	–	﹤0.01%	740
2014 Q1	$11K	Hold	712	–	–	﹤0.01%	697
2013 Q4	$11K	Hold	712	–	–	﹤0.01%	719
2013 Q3	$11K	Hold	712	–	–	﹤0.01%	666
2013 Q2	$10K	Buy	+712	New	+$10.1K	﹤0.01%	618

Other funds holding SCHF

CSIA

Charles Schwab Investment Advisory San Francisco, California $72.8B AUM 10.03% 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 $59.1B AUM 18.41% 1-Year Est. Return

TMFS Holdings Overland Park, Kansas $1.2B AUM 9.33% 1-Year Est. Return

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

HSA

HBK Sorce Advisory Erie, Pennsylvania $5.27B AUM 19.34% 1-Year Est. Return

FFA

Fragasso Financial Advisors Sewickley, Pennsylvania $1.88B AUM 23.81% 1-Year Est. Return

Pinnacle Summer Investments's SCHF Position: Q4 2015 in Review

Pinnacle Summer Investments sold out of Schwab International Equity ETF (SCHF) in Q4 2015, closing a stake of 930 shares — an estimated $13K sold.

Pinnacle Summer Investments first reported a position in SCHF in Q2 2013 and held it in 9 quarters. The position peaked at $13K in Q3 2015. 275 funds tracked by Wall St. Rank hold SCHF as of Q4 2015.

Pinnacle Summer Investments reported no remaining Schwab International Equity ETF position as of Q4 2015 after selling out during the quarter.
Pinnacle Summer Investments sold 930 Schwab International Equity ETF shares in Q4 2015, an estimated $13K.
Pinnacle Summer Investments first reported a position in Schwab International Equity ETF in Q2 2013 and held it in 9 quarters.
Pinnacle Summer Investments's Schwab International Equity ETF position peaked at $13K in Q3 2015.
275 funds tracked by Wall St. Rank held Schwab International Equity ETF as of Q4 2015.

Based on Pinnacle Summer Investments's 13F filing for Q4 2015, filed 16 Feb 2016.