Stanford Investment Group’s Schwab International Equity ETF SCHF Stock Holding History

Stanford Investment 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
2017 Q1	–	Sell	-828	Closed	-$11K	–	239
2016 Q4	$11K	Buy	828 +20	+2%	+$280	0.01%	298
2016 Q3	$12K	Hold	808	–	–	0.01%	299
2016 Q2	$11K	Hold	808	–	–	0.01%	295
2016 Q1	$11K	Hold	808	–	–	0.01%	288
2015 Q4	$11K	Buy	808 +18	+2%	+$258	0.01%	260
2015 Q3	$11K	Hold	790	–	–	0.01%	270
2015 Q2	$12K	Hold	790	–	–	0.01%	277
2015 Q1	$12K	Hold	790	–	–	0.01%	277
2014 Q4	$11K	Buy	+790	New	+$11.9K	0.01%	283

Other funds holding SCHF

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

Wealthfront Palo Alto, California $10.4B AUM 6.15% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

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

HSA

HBK Sorce Advisory Erie, Pennsylvania $5.27B AUM 19.34% 1-Year Est. Return

Stanford Investment Group's SCHF Position: Q1 2017 in Review

Stanford Investment Group sold out of Schwab International Equity ETF (SCHF) in Q1 2017, closing a stake of 828 shares — an estimated $11K sold.

Stanford Investment Group first reported a position in SCHF in Q4 2014 and held it in 9 quarters. The position peaked at $12K in Q3 2016. 346 funds tracked by Wall St. Rank hold SCHF as of Q1 2017.

Stanford Investment Group reported no remaining Schwab International Equity ETF position as of Q1 2017 after selling out during the quarter.
Stanford Investment Group sold 828 Schwab International Equity ETF shares in Q1 2017, an estimated $11K.
Stanford Investment Group first reported a position in Schwab International Equity ETF in Q4 2014 and held it in 9 quarters.
Stanford Investment Group's Schwab International Equity ETF position peaked at $12K in Q3 2016.
346 funds tracked by Wall St. Rank held Schwab International Equity ETF as of Q1 2017.

Based on Stanford Investment Group's 13F filing for Q1 2017.