Signature Financial Management’s Schwab International Equity ETF SCHF Stock Holding History

Signature Financial Management’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
2018 Q4	$17M	Buy	1,198,878 +115,418	+11%	+$1.77M	4.09%	6
2018 Q3	$18.2M	Sell	1,083,460 -8,842	-0.8%	-$147K	3.21%	9
2018 Q2	$18.1M	Buy	1,092,302 +39,164	+4%	+$665K	3.82%	6
2018 Q1	$17.7M	Buy	1,053,138 +68,994	+7%	+$1.19M	3.69%	7
2017 Q4	$16.8M	Buy	984,144 +59,700	+6%	+$1.02M	4.53%	6
2017 Q3	$15.5M	Buy	924,444 +6,042	+0.7%	+$98.6K	4.71%	4
2017 Q2	$14.6M	Buy	918,402 +30,986	+3%	+$481K	4.59%	4
2017 Q1	$13.3M	Buy	887,416 +46,716	+6%	+$678K	4.25%	4
2016 Q4	$11.6M	Buy	840,700 +72,292	+9%	+$1.01M	4.37%	3
2016 Q3	$11.1M	Buy	768,408 +6,484	+0.9%	+$91.5K	4.48%	5
2016 Q2	$10.3M	Buy	761,924 +74,776	+11%	+$1.02M	4.85%	4
2016 Q1	$9.31M	Buy	687,148 +417,584	+155%	+$5.42M	4.54%	4
2015 Q4	$3.72M	Buy	269,564 +24,436	+10%	+$350K	1.81%	17
2015 Q3	$3.35M	Buy	245,128 +161,484	+193%	+$2.37M	2.06%	11
2015 Q2	$1.27M	Buy	83,644 +48,308	+137%	+$759K	0.83%	25
2015 Q1	$533K	Buy	+35,336	New	+$525K	0.34%	37

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 Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

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

Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return

PCA

Personal Capital Advisors Redwood City, California $20.6B AUM 13.65% 1-Year Est. Return

Creative Planning Overland Park, Kansas $147B AUM 18.73% 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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

BCWM LLC Overland Park, Kansas $353M AUM 20.1% 1-Year Est. Return

Signature Financial Management's SCHF Position: Q4 2018 in Review

Signature Financial Management increased its Schwab International Equity ETF (SCHF) stake by 11% in Q4 2018, buying an estimated $1.77M and bringing the position to 1,198,878 shares worth $17M. The position accounts for 4.09% of the portfolio, ranked #6.

Signature Financial Management first reported a position in SCHF in Q1 2015 and has held it in 16 quarters since. The position peaked at $18.2M in Q3 2018. 633 funds tracked by Wall St. Rank hold SCHF as of Q4 2018.

Signature Financial Management held 1,198,878 shares of Schwab International Equity ETF worth $17M as of Q4 2018.
Signature Financial Management bought 115,418 Schwab International Equity ETF shares in Q4 2018, an estimated $1.77M.
Schwab International Equity ETF made up 4.09% of Signature Financial Management's portfolio in Q4 2018, its #6 holding.
Signature Financial Management first reported a position in Schwab International Equity ETF in Q1 2015 and has held it in 16 quarters since.
Signature Financial Management's Schwab International Equity ETF position peaked at $18.2M in Q3 2018.
633 funds tracked by Wall St. Rank held Schwab International Equity ETF as of Q4 2018.

Based on Signature Financial Management's 13F filing for Q4 2018, filed 13 Feb 2019.