Trustmark National Bank Trust Department’s Schwab International Equity ETF SCHF Stock Holding History

Trustmark National Bank Trust Department’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
2019 Q3	–	Sell	-17,346	Closed	-$278K	–	485
2019 Q2	$278K	Buy	17,346 +6,106	+54%	+$96.6K	0.03%	202
2019 Q1	$176K	Sell	11,240 -1,580	-12%	-$24.1K	0.02%	238
2018 Q4	$182K	Sell	12,820 -5,744	-31%	-$87.9K	0.02%	231
2018 Q3	$311K	Buy	+18,564	New	+$309K	0.03%	206

Other funds holding SCHF

CSIA

Charles Schwab Investment Advisory San Francisco, California $72.8B AUM 10.03% 1-Year Est. Return

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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 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

Creative Planning Overland Park, Kansas $147B AUM 18.73% 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

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

Trustmark National Bank Trust Department's SCHF Position: Q3 2019 in Review

Trustmark National Bank Trust Department sold out of Schwab International Equity ETF (SCHF) in Q3 2019, closing a stake of 17,346 shares — an estimated $278K sold.

Trustmark National Bank Trust Department first reported a position in SCHF in Q3 2018 and held it in 4 quarters. The position peaked at $311K in Q3 2018. 667 funds tracked by Wall St. Rank hold SCHF as of Q3 2019.

Trustmark National Bank Trust Department reported no remaining Schwab International Equity ETF position as of Q3 2019 after selling out during the quarter.
Trustmark National Bank Trust Department sold 17,346 Schwab International Equity ETF shares in Q3 2019, an estimated $278K.
Trustmark National Bank Trust Department first reported a position in Schwab International Equity ETF in Q3 2018 and held it in 4 quarters.
Trustmark National Bank Trust Department's Schwab International Equity ETF position peaked at $311K in Q3 2018.
667 funds tracked by Wall St. Rank held Schwab International Equity ETF as of Q3 2019.

Based on Trustmark National Bank Trust Department's 13F filing for Q3 2019, filed 14 Nov 2019.