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Strategic Wealth Management Group’s Schwab International Equity ETF SCHF Stock Holding History

Strategic Wealth Management 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
2020
Q1 		– Sell
-13,858
Closed -$233K – 102
2019
Q4 		$233K Buy
13,858
+14
+0.1% +$230 0.15% 83
2019
Q3 		$221K Buy
+13,844
New +$218K 0.16% 76

Other funds holding SCHF

Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Wealthfront Advisers
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
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
Creative Planning
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
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Strategic Wealth Management Group's SCHF Position: Q1 2020 in Review

Strategic Wealth Management Group sold out of Schwab International Equity ETF (SCHF) in Q1 2020, closing a stake of 13,858 shares — an estimated $233K sold.

Strategic Wealth Management Group first reported a position in SCHF in Q3 2019 and held it in 2 quarters. The position peaked at $233K in Q4 2019. 737 funds tracked by Wall St. Rank hold SCHF as of Q1 2020.

  • Strategic Wealth Management Group reported no remaining Schwab International Equity ETF position as of Q1 2020 after selling out during the quarter.
  • Strategic Wealth Management Group sold 13,858 Schwab International Equity ETF shares in Q1 2020, an estimated $233K.
  • Strategic Wealth Management Group first reported a position in Schwab International Equity ETF in Q3 2019 and held it in 2 quarters.
  • Strategic Wealth Management Group's Schwab International Equity ETF position peaked at $233K in Q4 2019.
  • 737 funds tracked by Wall St. Rank held Schwab International Equity ETF as of Q1 2020.

Based on Strategic Wealth Management Group's 13F filing for Q1 2020, filed 10 Apr 2020.