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Somerset Group’s Schwab International Equity ETF SCHF Stock Holding History

Somerset 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
2018
Q4 		– Sell
-14,482
Closed -$243K – 67
2018
Q3 		$243K Hold
14,482
– – 0.2% 63
2018
Q2 		$239K Buy
14,482
+2,550
+21% +$43.3K 0.21% 62
2018
Q1 		$201K Buy
+11,932
New +$206K 0.18% 66

Other funds holding SCHF

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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 $162B AUM 16.35% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return
Wealthfront Advisers
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
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
BL
BCWM LLC Overland Park, Kansas $353M AUM 20.1% 1-Year Est. Return

Somerset Group's SCHF Position: Q4 2018 in Review

Somerset Group sold out of Schwab International Equity ETF (SCHF) in Q4 2018, closing a stake of 14,482 shares — an estimated $243K sold.

Somerset Group first reported a position in SCHF in Q1 2018 and held it in 3 quarters. The position peaked at $243K in Q3 2018. 632 funds tracked by Wall St. Rank hold SCHF as of Q4 2018.

  • Somerset Group reported no remaining Schwab International Equity ETF position as of Q4 2018 after selling out during the quarter.
  • Somerset Group sold 14,482 Schwab International Equity ETF shares in Q4 2018, an estimated $243K.
  • Somerset Group first reported a position in Schwab International Equity ETF in Q1 2018 and held it in 3 quarters.
  • Somerset Group's Schwab International Equity ETF position peaked at $243K in Q3 2018.
  • 632 funds tracked by Wall St. Rank held Schwab International Equity ETF as of Q4 2018.

Based on Somerset Group's 13F filing for Q4 2018, filed 11 Feb 2019.