Prestige Wealth Management Group’s Schwab International Equity ETF SCHF Stock Holding History

Prestige Wealth Management 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
2020 Q1	–	Sell	-76,726	Closed	-$1.29M	–	990
2019 Q4	$1.29M	Buy	76,726 +1,000	+1%	+$16.5K	0.71%	24
2019 Q3	$1.21M	Buy	75,726 +7,026	+10%	+$111K	0.71%	23
2019 Q2	$1.1M	Buy	68,700 +3,366	+5%	+$53.3K	0.67%	25
2019 Q1	$1.02M	Sell	65,334 -3,344	-5%	-$51K	0.63%	26
2018 Q4	$974K	Buy	+68,678	New	+$1.05M	0.72%	27

Other funds holding SCHF

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

Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return

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

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

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

SCM

SCS Capital Management Boston, Massachusetts $9.44B AUM 18.1% 1-Year Est. Return

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

Prestige Wealth Management Group's SCHF Position: Q1 2020 in Review

Prestige Wealth Management Group sold out of Schwab International Equity ETF (SCHF) in Q1 2020, closing a stake of 76,726 shares — an estimated $1.29M sold.

Prestige Wealth Management Group first reported a position in SCHF in Q4 2018 and held it in 5 quarters. The position peaked at $1.29M in Q4 2019. 737 funds tracked by Wall St. Rank hold SCHF as of Q1 2020.

Prestige Wealth Management Group reported no remaining Schwab International Equity ETF position as of Q1 2020 after selling out during the quarter.
Prestige Wealth Management Group sold 76,726 Schwab International Equity ETF shares in Q1 2020, an estimated $1.29M.
Prestige Wealth Management Group first reported a position in Schwab International Equity ETF in Q4 2018 and held it in 5 quarters.
Prestige Wealth Management Group's Schwab International Equity ETF position peaked at $1.29M in Q4 2019.
737 funds tracked by Wall St. Rank held Schwab International Equity ETF as of Q1 2020.

Based on Prestige Wealth Management Group's 13F filing for Q1 2020, filed 15 May 2020.