United Asset Strategies’s Schwab International Equity ETF SCHF Stock Holding History

United Asset Strategies’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 Q4	–	Sell	-30,888	Closed	-$492K	–	209
2019 Q3	$492K	Buy	30,888 +1,850	+6%	+$29.1K	0.11%	135
2019 Q2	$466K	Buy	29,038 +3,174	+12%	+$50.2K	0.11%	138
2019 Q1	$405K	Buy	+25,864	New	+$394K	0.1%	156
2018 Q1	–	Sell	-19,200	Closed	-$327K	–	209
2017 Q4	$327K	Sell	19,200 -8,086	-30%	-$137K	0.09%	156
2017 Q3	$457K	Buy	+27,286	New	+$445K	0.26%	74

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

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

Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return

United Asset Strategies's SCHF Position: Q4 2019 in Review

United Asset Strategies sold out of Schwab International Equity ETF (SCHF) in Q4 2019, closing a stake of 30,888 shares — an estimated $492K sold.

United Asset Strategies first reported a position in SCHF in Q3 2017 and held it in 5 quarters. The position peaked at $492K in Q3 2019. 765 funds tracked by Wall St. Rank hold SCHF as of Q4 2019.

United Asset Strategies reported no remaining Schwab International Equity ETF position as of Q4 2019 after selling out during the quarter.
United Asset Strategies sold 30,888 Schwab International Equity ETF shares in Q4 2019, an estimated $492K.
United Asset Strategies first reported a position in Schwab International Equity ETF in Q3 2017 and held it in 5 quarters.
United Asset Strategies's Schwab International Equity ETF position peaked at $492K in Q3 2019.
765 funds tracked by Wall St. Rank held Schwab International Equity ETF as of Q4 2019.

Based on United Asset Strategies's 13F filing for Q4 2019, filed 12 Feb 2020.