TrueWealth LLC’s Schwab International Equity ETF SCHF Stock Holding History

TrueWealth LLC’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 Q2	$1.66M	Sell	111,480 -25,234	-18%	-$355K	0.7%	25
2020 Q1	$1.77M	Sell	136,714 -268,242	-66%	-$4.13M	0.86%	20
2019 Q4	$6.81M	Buy	404,956 +7,622	+2%	+$125K	2.76%	7
2019 Q3	$6.33M	Buy	397,334 +18,030	+5%	+$284K	2.73%	6
2019 Q2	$6.09M	Buy	379,304 +24,818	+7%	+$393K	2.71%	6
2019 Q1	$5.55M	Buy	354,486 +116,170	+49%	+$1.77M	2.57%	5
2018 Q4	$3.38M	Buy	238,316 +155,378	+187%	+$2.38M	1.71%	11
2018 Q3	$1.39M	Buy	82,938 +1,136	+1%	+$18.9K	0.64%	24
2018 Q2	$1.35M	Buy	81,802 +4,986	+6%	+$84.7K	0.64%	23
2018 Q1	$1.29M	Buy	76,816 +3,504	+5%	+$60.4K	0.65%	23
2017 Q4	$1.25M	Buy	+73,312	New	+$1.25M	0.59%	26

Other funds holding SCHF

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 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

Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 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

SCM

SCS Capital Management Boston, Massachusetts $9.44B AUM 18.1% 1-Year Est. Return

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

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

TrueWealth LLC's SCHF Position: Q2 2020 in Review

TrueWealth LLC reduced its Schwab International Equity ETF (SCHF) stake by 18% in Q2 2020, selling an estimated $355K and leaving 111,480 shares worth $1.66M. The position accounts for 0.7% of the portfolio, ranked #25.

TrueWealth LLC first reported a position in SCHF in Q4 2017 and has held it in 11 quarters since. The position peaked at $6.81M in Q4 2019. 716 funds tracked by Wall St. Rank hold SCHF as of Q2 2020.

TrueWealth LLC held 111,480 shares of Schwab International Equity ETF worth $1.66M as of Q2 2020.
TrueWealth LLC sold 25,234 Schwab International Equity ETF shares in Q2 2020, an estimated $355K.
Schwab International Equity ETF made up 0.7% of TrueWealth LLC's portfolio in Q2 2020, its #25 holding.
TrueWealth LLC first reported a position in Schwab International Equity ETF in Q4 2017 and has held it in 11 quarters since.
TrueWealth LLC's Schwab International Equity ETF position peaked at $6.81M in Q4 2019.
716 funds tracked by Wall St. Rank held Schwab International Equity ETF as of Q2 2020.

Based on TrueWealth LLC's 13F filing for Q2 2020, filed 15 Jul 2020.