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

Tanglewood Wealth 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
2016 Q1	–	Sell	-446,964	Closed	-$6.16M	–	13
2015 Q4	$6.16M	Sell	446,964 -460,904	-51%	-$6.61M	2.44%	9
2015 Q3	$12.4M	Sell	907,868 -85,118	-9%	-$1.25M	5.19%	7
2015 Q2	$15.1M	Buy	992,986 +7,196	+0.7%	+$113K	6.65%	6
2015 Q1	$14.9M	Buy	985,790 +158,070	+19%	+$2.35M	7.2%	6
2014 Q4	$12M	Buy	+827,720	New	+$12.5M	7.51%	5

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

Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

TMFS Holdings Overland Park, Kansas $1.2B AUM 9.33% 1-Year Est. Return

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

HSA

HBK Sorce Advisory Erie, Pennsylvania $5.05B AUM 16.64% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Bessemer Group Woodbridge, New Jersey $63.6B AUM 28.76% 1-Year Est. Return

Tanglewood Wealth Management's SCHF Position: Q1 2016 in Review

Tanglewood Wealth Management sold out of Schwab International Equity ETF (SCHF) in Q1 2016, closing a stake of 446,964 shares — an estimated $6.16M sold.

Tanglewood Wealth Management first reported a position in SCHF in Q4 2014 and held it in 5 quarters. The position peaked at $15.1M in Q2 2015. 276 funds tracked by Wall St. Rank hold SCHF as of Q1 2016.

Tanglewood Wealth Management reported no remaining Schwab International Equity ETF position as of Q1 2016 after selling out during the quarter.
Tanglewood Wealth Management sold 446,964 Schwab International Equity ETF shares in Q1 2016, an estimated $6.16M.
Tanglewood Wealth Management first reported a position in Schwab International Equity ETF in Q4 2014 and held it in 5 quarters.
Tanglewood Wealth Management's Schwab International Equity ETF position peaked at $15.1M in Q2 2015.
276 funds tracked by Wall St. Rank held Schwab International Equity ETF as of Q1 2016.

Based on Tanglewood Wealth Management's 13F filing for Q1 2016, filed 5 May 2016.