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

Ropes 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
2020 Q2	–	Sell	-3,016	Closed	-$39K	–	606
2020 Q1	$39K	Hold	3,016	–	–	0.01%	304
2019 Q4	$51K	Hold	3,016	–	–	0.01%	331
2019 Q3	$48K	Hold	3,016	–	–	0.01%	342
2019 Q2	$48K	Hold	3,016	–	–	0.01%	341
2019 Q1	$47K	Hold	3,016	–	–	0.01%	340
2018 Q4	$43K	Hold	3,016	–	–	0.01%	322
2018 Q3	$51K	Hold	3,016	–	–	0.01%	334
2018 Q2	$50K	Hold	3,016	–	–	0.01%	350
2018 Q1	$51K	Hold	3,016	–	–	0.01%	332
2017 Q4	$51K	Hold	3,016	–	–	0.01%	346
2017 Q3	$50K	Sell	3,016 -138	-4%	-$2.25K	0.01%	332
2017 Q2	$50K	Hold	3,154	–	–	0.01%	331
2017 Q1	$47K	Buy	3,154 +138	+5%	+$2K	0.01%	336
2016 Q4	$42K	Hold	3,016	–	–	0.01%	333
2016 Q3	$43K	Hold	3,016	–	–	0.01%	291
2016 Q2	$41K	Buy	+3,016	New	+$41.3K	0.01%	278

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

Ropes Wealth Advisors's SCHF Position: Q2 2020 in Review

Ropes Wealth Advisors sold out of Schwab International Equity ETF (SCHF) in Q2 2020, closing a stake of 3,016 shares — an estimated $39K sold.

Ropes Wealth Advisors first reported a position in SCHF in Q2 2016 and held it in 16 quarters. The position peaked at $51K in Q4 2019. 716 funds tracked by Wall St. Rank hold SCHF as of Q2 2020.

Ropes Wealth Advisors reported no remaining Schwab International Equity ETF position as of Q2 2020 after selling out during the quarter.
Ropes Wealth Advisors sold 3,016 Schwab International Equity ETF shares in Q2 2020, an estimated $39K.
Ropes Wealth Advisors first reported a position in Schwab International Equity ETF in Q2 2016 and held it in 16 quarters.
Ropes Wealth Advisors's Schwab International Equity ETF position peaked at $51K in Q4 2019.
716 funds tracked by Wall St. Rank held Schwab International Equity ETF as of Q2 2020.

Based on Ropes Wealth Advisors's 13F filing for Q2 2020, filed 20 Jul 2020.