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RGT Wealth Advisors’s Schwab International Equity ETF SCHF Stock Holding History

RGT Wealth Advisors’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
2017
Q2 		– Sell
-21,738
Closed -$325K – 109
2017
Q1 		$325K Buy
21,738
+124
+0.6% +$1.8K 0.22% 55
2016
Q4 		$299K Buy
21,614
+84
+0.4% +$1.18K 0.17% 77
2016
Q3 		$310K Buy
+21,530
New +$304K 0.19% 69

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
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
W
Wealthfront Palo Alto, California $10.4B AUM 6.15% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Bessemer Group
Bessemer Group Woodbridge, New Jersey $72.7B AUM 39.36% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

RGT Wealth Advisors's SCHF Position: Q2 2017 in Review

RGT Wealth Advisors sold out of Schwab International Equity ETF (SCHF) in Q2 2017, closing a stake of 21,738 shares — an estimated $325K sold.

RGT Wealth Advisors first reported a position in SCHF in Q3 2016 and held it in 3 quarters. The position peaked at $325K in Q1 2017. 384 funds tracked by Wall St. Rank hold SCHF as of Q2 2017.

  • RGT Wealth Advisors reported no remaining Schwab International Equity ETF position as of Q2 2017 after selling out during the quarter.
  • RGT Wealth Advisors sold 21,738 Schwab International Equity ETF shares in Q2 2017, an estimated $325K.
  • RGT Wealth Advisors first reported a position in Schwab International Equity ETF in Q3 2016 and held it in 3 quarters.
  • RGT Wealth Advisors's Schwab International Equity ETF position peaked at $325K in Q1 2017.
  • 384 funds tracked by Wall St. Rank held Schwab International Equity ETF as of Q2 2017.

Based on RGT Wealth Advisors's 13F filing for Q2 2017, filed 14 Aug 2017.