Seneca House Advisors’s Schwab International Equity ETF SCHF Stock Holding History

Seneca House 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 Q1	–	Sell	-13,750	Closed	-$231K	–	81
2019 Q4	$231K	Sell	13,750 -2,140	-13%	-$35.2K	0.2%	81
2019 Q3	$253K	Sell	15,890 -2,866	-15%	-$45.1K	0.24%	74
2019 Q2	$300K	Sell	18,756 -5,006	-21%	-$79.2K	0.28%	76
2019 Q1	$372K	Sell	23,762 -6,058	-20%	-$92.4K	0.32%	71
2018 Q4	$423K	Sell	29,820 -2,368	-7%	-$36.2K	0.4%	66
2018 Q3	$540K	Sell	32,188 -696	-2%	-$11.6K	0.42%	58
2018 Q2	$543K	Buy	32,884 +4,100	+14%	+$69.7K	0.44%	60
2018 Q1	$485K	Buy	28,784 +10,590	+58%	+$182K	0.41%	60
2017 Q4	$310K	Buy	+18,194	New	+$309K	0.27%	80

Other funds holding SCHF

Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return

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

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

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

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

SCM

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

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

Seneca House Advisors's SCHF Position: Q1 2020 in Review

Seneca House Advisors sold out of Schwab International Equity ETF (SCHF) in Q1 2020, closing a stake of 13,750 shares — an estimated $231K sold.

Seneca House Advisors first reported a position in SCHF in Q4 2017 and held it in 9 quarters. The position peaked at $543K in Q2 2018. 737 funds tracked by Wall St. Rank hold SCHF as of Q1 2020.

Seneca House Advisors reported no remaining Schwab International Equity ETF position as of Q1 2020 after selling out during the quarter.
Seneca House Advisors sold 13,750 Schwab International Equity ETF shares in Q1 2020, an estimated $231K.
Seneca House Advisors first reported a position in Schwab International Equity ETF in Q4 2017 and held it in 9 quarters.
Seneca House Advisors's Schwab International Equity ETF position peaked at $543K in Q2 2018.
737 funds tracked by Wall St. Rank held Schwab International Equity ETF as of Q1 2020.

Based on Seneca House Advisors's 13F filing for Q1 2020, filed 9 Apr 2020.