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

Vector 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 Q4	$13.7M	Sell	987,560 -29,596	-3%	-$415K	9.59%	2
2016 Q3	$14.6M	Buy	1,017,156 +21,982	+2%	+$310K	10.03%	2
2016 Q2	$13.5M	Buy	995,174 +4,850	+0.5%	+$66.4K	9.19%	2
2016 Q1	$13.4M	Buy	990,324 +173,644	+21%	+$2.25M	9.94%	2
2015 Q4	$11.3M	Buy	816,680 +2,296	+0.3%	+$32.9K	8.77%	4
2015 Q3	$11.8M	Buy	814,384 +92,624	+13%	+$1.36M	9.26%	3
2015 Q2	$11M	Buy	721,760 +32,740	+5%	+$514K	8.68%	4
2015 Q1	$10.4M	Sell	689,020 -7,102	-1%	-$106K	8.46%	5
2014 Q4	$10.1M	Buy	696,122 +2,966	+0.4%	+$44.7K	7.57%	6
2014 Q3	$10.8M	Buy	693,156 +1,456	+0.2%	+$23.5K	7.93%	6
2014 Q2	$11.4M	Buy	691,700 +11,968	+2%	+$193K	8.38%	6
2014 Q1	$10.7M	Buy	679,732 +12,778	+2%	+$198K	7.74%	6
2013 Q4	$10.5M	Buy	666,954 +12,562	+2%	+$195K	7.43%	6
2013 Q3	$9.94M	Buy	654,392 +14,336	+2%	+$209K	7.26%	6
2013 Q2	$8.72M	Buy	+640,056	New	+$9.07M	6.39%	6

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

Wealthfront Palo Alto, California $10.4B AUM 6.15% 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

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

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

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

HSA

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

Vector Wealth Management's SCHF Position: Q4 2016 in Review

Vector Wealth Management reduced its Schwab International Equity ETF (SCHF) stake by 2.9% in Q4 2016, selling an estimated $415K and leaving 987,560 shares worth $13.7M. The position accounts for 9.59% of the portfolio, ranked #2.

Vector Wealth Management first reported a position in SCHF in Q2 2013 and has held it in 15 quarters since. The position peaked at $14.6M in Q3 2016. 333 funds tracked by Wall St. Rank hold SCHF as of Q4 2016.

Vector Wealth Management held 987,560 shares of Schwab International Equity ETF worth $13.7M as of Q4 2016.
Vector Wealth Management sold 29,596 Schwab International Equity ETF shares in Q4 2016, an estimated $415K.
Schwab International Equity ETF made up 9.59% of Vector Wealth Management's portfolio in Q4 2016, its #2 holding.
Vector Wealth Management first reported a position in Schwab International Equity ETF in Q2 2013 and has held it in 15 quarters since.
Vector Wealth Management's Schwab International Equity ETF position peaked at $14.6M in Q3 2016.
333 funds tracked by Wall St. Rank held Schwab International Equity ETF as of Q4 2016.

Based on Vector Wealth Management's 13F filing for Q4 2016, filed 7 Feb 2017.