Private Vista’s Schwab International Equity ETF SCHF Stock Holding History

Private Vista’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 Q2	$464K	Buy	31,258 +14	+0%	+$197	0.22%	63
2020 Q1	$403K	Hold	31,244	–	–	0.15%	84
2019 Q4	$526K	Sell	31,244 -642	-2%	-$10.6K	0.14%	70
2019 Q3	$507K	Buy	31,886 +16	+0.1%	+$252	0.13%	78
2019 Q2	$511K	Hold	31,870	–	–	0.13%	81
2019 Q1	$498K	Buy	31,870 +2	+0%	+$30	0.12%	87
2018 Q4	$452K	Buy	31,868 +70	+0.2%	+$1.07K	0.11%	90
2018 Q3	$533K	Hold	31,798	–	–	0.11%	84
2018 Q2	$525K	Hold	31,798	–	–	0.12%	80
2018 Q1	$536K	Hold	31,798	–	–	0.16%	66
2017 Q4	$542K	Buy	31,798 +54	+0.2%	+$918	0.16%	45
2017 Q3	$531K	Hold	31,744	–	–	0.12%	67
2017 Q2	$504K	Hold	31,744	–	–	0.12%	50
2017 Q1	$474K	Buy	+31,744	New	+$461K	0.12%	50
2016 Q4	–	Sell	-31,688	Closed	-$447K	–	74
2016 Q3	$447K	Buy	+31,688	New	+$447K	0.11%	47

Other funds holding SCHF

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

Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 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

Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 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

SCM

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

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

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

Private Vista's SCHF Position: Q2 2020 in Review

Private Vista increased its Schwab International Equity ETF (SCHF) stake by 0.04% in Q2 2020, buying an estimated $197 and bringing the position to 31,258 shares worth $464K. The position accounts for 0.22% of the portfolio, ranked #63.

Private Vista first reported a position in SCHF in Q3 2016 and has held it in 15 quarters since. The position peaked at $542K in Q4 2017. 715 funds tracked by Wall St. Rank hold SCHF as of Q2 2020.

Private Vista held 31,258 shares of Schwab International Equity ETF worth $464K as of Q2 2020.
Private Vista bought 14 Schwab International Equity ETF shares in Q2 2020, an estimated $197.
Schwab International Equity ETF made up 0.22% of Private Vista's portfolio in Q2 2020, its #63 holding.
Private Vista first reported a position in Schwab International Equity ETF in Q3 2016 and has held it in 15 quarters since.
Private Vista's Schwab International Equity ETF position peaked at $542K in Q4 2017.
715 funds tracked by Wall St. Rank held Schwab International Equity ETF as of Q2 2020.

Based on Private Vista's 13F filing for Q2 2020, filed 31 Jul 2020.