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Ruggie Capital Group’s Schwab International Equity ETF SCHF Stock Holding History

Ruggie Capital 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
2019
Q3 		– Sell
-4,094
Closed -$66K – 244
2019
Q2 		$66K Hold
4,094
– – 0.11% 50
2019
Q1 		$64K Sell
4,094
-2,228
-35% -$34K 0.08% 94
2018
Q4 		$90K Sell
6,322
-2,704
-30% -$41.4K 0.04% 135
2018
Q3 		$151K Buy
9,026
+4,566
+102% +$76K 0.1% 100
2018
Q2 		$74K Sell
4,460
-8,300
-65% -$141K 0.04% 154
2018
Q1 		$215K Buy
12,760
+3,544
+38% +$61K 0.12% 82
2017
Q4 		$157K Sell
9,216
-2,670
-22% -$45.4K 0.1% 81
2017
Q3 		$199K Sell
11,886
-356
-3% -$5.81K 0.13% 68
2017
Q2 		$195K Sell
12,242
-4,944
-29% -$76.8K 0.13% 70
2017
Q1 		$257K Sell
17,186
-1,142
-6% -$16.6K 0.19% 51
2016
Q4 		$254K Sell
18,328
-3,478
-16% -$48.8K 0.29% 42
2016
Q3 		$314K Sell
21,806
-864
-4% -$12.2K 0.28% 41
2016
Q2 		$307K Buy
22,670
+592
+3% +$8.1K 0.28% 40
2016
Q1 		$299K Buy
+22,078
New +$287K 0.3% 31
2015
Q4 		– Sell
-22,952
Closed -$338K – 148
2015
Q3 		$338K Buy
22,952
+3,512
+18% +$51.6K 0.32% 34
2015
Q2 		$296K Buy
19,440
+4,112
+27% +$64.6K 0.24% 40
2015
Q1 		$232K Buy
15,328
+1,462
+11% +$21.7K 0.28% 35
2014
Q4 		$200K Buy
+13,866
New +$209K 0.18% 45

Other funds holding SCHF

CSIA
Charles Schwab Investment Advisory San Francisco, California $72.8B AUM 10.03% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
PCA
Personal Capital Advisors Redwood City, California $20.6B AUM 13.65% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Ruggie Capital Group's SCHF Position: Q3 2019 in Review

Ruggie Capital Group sold out of Schwab International Equity ETF (SCHF) in Q3 2019, closing a stake of 4,094 shares — an estimated $66K sold.

Ruggie Capital Group first reported a position in SCHF in Q4 2014 and held it in 18 quarters. The position peaked at $338K in Q3 2015. 667 funds tracked by Wall St. Rank hold SCHF as of Q3 2019.

  • Ruggie Capital Group reported no remaining Schwab International Equity ETF position as of Q3 2019 after selling out during the quarter.
  • Ruggie Capital Group sold 4,094 Schwab International Equity ETF shares in Q3 2019, an estimated $66K.
  • Ruggie Capital Group first reported a position in Schwab International Equity ETF in Q4 2014 and held it in 18 quarters.
  • Ruggie Capital Group's Schwab International Equity ETF position peaked at $338K in Q3 2015.
  • 667 funds tracked by Wall St. Rank held Schwab International Equity ETF as of Q3 2019.

Based on Ruggie Capital Group's 13F filing for Q3 2019, filed 6 Nov 2019.