Shorepoint Capital Partners’s Schwab International Equity ETF SCHF Stock Holding History

Shorepoint Capital Partners’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	-19,220	Closed	-$323K	–	94
2019 Q4	$323K	Sell	19,220 -900	-4%	-$14.8K	0.18%	78
2019 Q3	$321K	Hold	20,120	–	–	0.19%	77
2019 Q2	$323K	Hold	20,120	–	–	0.18%	81
2019 Q1	$315K	Buy	+20,120	New	+$307K	0.18%	80

Other funds holding SCHF

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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

Shorepoint Capital Partners's SCHF Position: Q1 2020 in Review

Shorepoint Capital Partners sold out of Schwab International Equity ETF (SCHF) in Q1 2020, closing a stake of 19,220 shares — an estimated $323K sold.

Shorepoint Capital Partners first reported a position in SCHF in Q1 2019 and held it in 4 quarters. The position peaked at $323K in Q4 2019. 737 funds tracked by Wall St. Rank hold SCHF as of Q1 2020.

Shorepoint Capital Partners reported no remaining Schwab International Equity ETF position as of Q1 2020 after selling out during the quarter.
Shorepoint Capital Partners sold 19,220 Schwab International Equity ETF shares in Q1 2020, an estimated $323K.
Shorepoint Capital Partners first reported a position in Schwab International Equity ETF in Q1 2019 and held it in 4 quarters.
Shorepoint Capital Partners's Schwab International Equity ETF position peaked at $323K in Q4 2019.
737 funds tracked by Wall St. Rank held Schwab International Equity ETF as of Q1 2020.

Based on Shorepoint Capital Partners's 13F filing for Q1 2020, filed 14 May 2020.