Placemark Investments’s Schwab International Equity ETF SCHF Stock Holding History

Placemark 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
2014 Q4	$206K	Sell	14,286 -30,782	-68%	-$464K	﹤0.01%	1545
2014 Q3	$699K	Buy	45,068 +31,734	+238%	+$513K	0.01%	1031
2014 Q2	$220K	Sell	13,334 -100	-0.7%	-$1.61K	﹤0.01%	1522
2014 Q1	$212K	Buy	13,434 +6,926	+106%	+$107K	﹤0.01%	1494
2013 Q4	$103K	Sell	6,508 -50,600	-89%	-$787K	﹤0.01%	1585
2013 Q3	$867K	Buy	+57,108	New	+$834K	0.02%	875

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 $52.8B AUM 15.34% 1-Year Est. Return

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

BCWM LLC Overland Park, Kansas $353M AUM 20.1% 1-Year Est. Return

HSA

HBK Sorce Advisory Erie, Pennsylvania $5.05B AUM 16.64% 1-Year Est. Return

FutureAdvisor San Francisco, California $617M AUM 6.57% 1-Year Est. Return

LYV

Live Your Vision West Conshohocken, Pennsylvania $330M AUM 2.28% 1-Year Est. Return

CCA

Cobblestone Capital Advisors Rochester, New York $2.08B AUM 17.27% 1-Year Est. Return

Placemark Investments's SCHF Position: Q4 2014 in Review

Placemark Investments reduced its Schwab International Equity ETF (SCHF) stake by 68% in Q4 2014, selling an estimated $464K and leaving 14,286 shares worth $206K. The position accounts for ﹤0.01% of the portfolio, ranked #1545.

Placemark Investments first reported a position in SCHF in Q3 2013 and has held it in 6 quarters since. The position peaked at $867K in Q3 2013. 201 funds tracked by Wall St. Rank hold SCHF as of Q4 2014.

Placemark Investments held 14,286 shares of Schwab International Equity ETF worth $206K as of Q4 2014.
Placemark Investments sold 30,782 Schwab International Equity ETF shares in Q4 2014, an estimated $464K.
Schwab International Equity ETF made up ﹤0.01% of Placemark Investments's portfolio in Q4 2014, its #1545 holding.
Placemark Investments first reported a position in Schwab International Equity ETF in Q3 2013 and has held it in 6 quarters since.
Placemark Investments's Schwab International Equity ETF position peaked at $867K in Q3 2013.
201 funds tracked by Wall St. Rank held Schwab International Equity ETF as of Q4 2014.

Based on Placemark Investments's 13F filing for Q4 2014, filed 17 Feb 2015.