SlateStone Wealth’s Schwab International Equity ETF SCHF Stock Holding History

SlateStone Wealth’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	-82,446	Closed	-$1.39M	–	211
2019 Q4	$1.39M	Hold	82,446	–	–	0.32%	83
2019 Q3	$1.31M	Sell	82,446 -1,156	-1%	-$18.2K	0.38%	66
2019 Q2	$1.34M	Hold	83,602	–	–	0.38%	66
2019 Q1	$1.31M	Hold	83,602	–	–	0.4%	58
2018 Q4	$1.19M	Buy	+83,602	New	+$1.28M	0.54%	44

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

SlateStone Wealth's SCHF Position: Q1 2020 in Review

SlateStone Wealth sold out of Schwab International Equity ETF (SCHF) in Q1 2020, closing a stake of 82,446 shares — an estimated $1.39M sold.

SlateStone Wealth first reported a position in SCHF in Q4 2018 and held it in 5 quarters. The position peaked at $1.39M in Q4 2019. 737 funds tracked by Wall St. Rank hold SCHF as of Q1 2020.

SlateStone Wealth reported no remaining Schwab International Equity ETF position as of Q1 2020 after selling out during the quarter.
SlateStone Wealth sold 82,446 Schwab International Equity ETF shares in Q1 2020, an estimated $1.39M.
SlateStone Wealth first reported a position in Schwab International Equity ETF in Q4 2018 and held it in 5 quarters.
SlateStone Wealth's Schwab International Equity ETF position peaked at $1.39M in Q4 2019.
737 funds tracked by Wall St. Rank held Schwab International Equity ETF as of Q1 2020.

Based on SlateStone Wealth's 13F filing for Q1 2020, filed 28 Apr 2020.