Quantum Capital Management (California)’s Schwab International Equity ETF SCHF Stock Holding History

Quantum Capital Management (California)’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 Q3	$14K	Hold	900	–	–	0.02%	201
2020 Q2	$13K	Hold	900	–	–	0.01%	278
2020 Q1	$12K	Hold	900	–	–	0.01%	286
2019 Q4	$15K	Hold	900	–	–	0.01%	297
2019 Q3	$14K	Buy	+900	New	+$14.2K	0.01%	304
2016 Q1	–	Sell	-16,996	Closed	-$234K	–	171
2015 Q4	$234K	Sell	16,996 -5,542	-25%	-$79.4K	0.03%	144
2015 Q3	$308K	Buy	22,538 +4,520	+25%	+$66.4K	0.05%	130
2015 Q2	$275K	Buy	18,018 +46	+0.3%	+$722	0.04%	134
2015 Q1	$272K	Sell	17,972 -4,944	-22%	-$73.5K	0.06%	150
2014 Q4	$331K	Sell	22,916 -374	-2%	-$5.63K	0.08%	142
2014 Q3	$362K	Sell	23,290 -3,350	-13%	-$54.1K	0.07%	140
2014 Q2	$439K	Buy	26,640 +2,858	+12%	+$46K	0.08%	144
2014 Q1	$375K	Buy	23,782 +2,930	+14%	+$45.3K	0.06%	138
2013 Q4	$329K	Buy	20,852 +40	+0.2%	+$622	0.06%	145
2013 Q3	$316K	Sell	20,812 -5,438	-21%	-$79.4K	0.06%	142
2013 Q2	$358K	Buy	+26,250	New	+$372K	0.07%	141

Other funds holding SCHF

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 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

Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return

Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

SCM

SCS Capital Management Boston, Massachusetts $10.6B AUM 19.73% 1-Year Est. Return

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

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

Quantum Capital Management (California)'s SCHF Position: Q3 2020 in Review

Quantum Capital Management (California) held its Schwab International Equity ETF (SCHF) position steady in Q3 2020 at 900 shares worth $14K. The position accounts for 0.02% of the portfolio, ranked #201.

Quantum Capital Management (California) first reported a position in SCHF in Q2 2013 and has held it in 16 quarters since. The position peaked at $439K in Q2 2014. 721 funds tracked by Wall St. Rank hold SCHF as of Q3 2020.

Quantum Capital Management (California) held 900 shares of Schwab International Equity ETF worth $14K as of Q3 2020.
Quantum Capital Management (California) left its Schwab International Equity ETF share count unchanged in Q3 2020.
Schwab International Equity ETF made up 0.02% of Quantum Capital Management (California)'s portfolio in Q3 2020, its #201 holding.
Quantum Capital Management (California) first reported a position in Schwab International Equity ETF in Q2 2013 and has held it in 16 quarters since.
Quantum Capital Management (California)'s Schwab International Equity ETF position peaked at $439K in Q2 2014.
721 funds tracked by Wall St. Rank held Schwab International Equity ETF as of Q3 2020.

Based on Quantum Capital Management (California)'s 13F filing for Q3 2020, filed 16 Nov 2020.