Wealthfront’s Schwab International Equity ETF SCHF Stock Holding History

Wealthfront’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
2018 Q3	$942M	Buy	56,182,968 +935,570	+2%	+$15.6M	9.09%	4
2018 Q2	$913M	Buy	55,247,398 +3,934,268	+8%	+$66.8M	9.33%	4
2018 Q1	$865M	Buy	51,313,130 +17,731,080	+53%	+$305M	8.77%	4
2017 Q4	$572M	Buy	33,582,050 +1,445,964	+4%	+$24.6M	6.36%	4
2017 Q3	$538M	Buy	32,136,086 +3,626,328	+13%	+$59.2M	6.94%	4
2017 Q2	$453M	Buy	28,509,758 +2,413,086	+9%	+$37.5M	6.79%	4
2017 Q1	$390M	Sell	26,096,672 -380,590	-1%	-$5.53M	6.93%	4
2016 Q4	$366M	Buy	26,477,262 +466,422	+2%	+$6.54M	8.07%	4
2016 Q3	$374M	Buy	26,010,840 +2,649,594	+11%	+$37.4M	8.88%	5
2016 Q2	$317M	Buy	23,361,246 +11,097,704	+90%	+$152M	8.73%	5
2016 Q1	$166M	Sell	12,263,542 -3,446,606	-22%	-$44.7M	5.26%	6
2015 Q4	$216M	Buy	15,710,148 +8,280,242	+111%	+$119M	7.79%	6
2015 Q3	$102M	Sell	7,429,906 -1,218,414	-14%	-$17.9M	4.06%	7
2015 Q2	$132M	Buy	8,648,320 +3,160,220	+58%	+$49.6M	5.42%	7
2015 Q1	$83M	Sell	5,488,100 -2,348,004	-30%	-$34.9M	3.99%	8
2014 Q4	$113M	Buy	7,836,104 +2,093,638	+36%	+$31.5M	6.62%	5
2014 Q3	$89.1M	Buy	5,742,466 +5,742,400	+8,700,606%	+$92.8M	6.16%	6
2014 Q2	$1K	Sell	66 -346	-84%	-$5.57K	﹤0.01%	580
2014 Q1	$7K	Buy	+412	New	+$6.37K	﹤0.01%	509

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 $374B AUM 17.66% 1-Year Est. Return

PCA

Personal Capital Advisors Redwood City, California $20.6B AUM 13.65% 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

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

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

Wealthfront's SCHF Position: Q3 2018 in Review

Wealthfront increased its Schwab International Equity ETF (SCHF) stake by 1.7% in Q3 2018, buying an estimated $15.6M and bringing the position to 56,182,968 shares worth $942M. The position accounts for 9.09% of the portfolio, ranked #4.

Wealthfront first reported a position in SCHF in Q1 2014 and has held it in 19 quarters since. 532 funds tracked by Wall St. Rank hold SCHF as of Q3 2018.

Wealthfront held 56,182,968 shares of Schwab International Equity ETF worth $942M as of Q3 2018.
Wealthfront bought 935,570 Schwab International Equity ETF shares in Q3 2018, an estimated $15.6M.
Schwab International Equity ETF made up 9.09% of Wealthfront's portfolio in Q3 2018, its #4 holding.
Wealthfront first reported a position in Schwab International Equity ETF in Q1 2014 and has held it in 19 quarters since.
532 funds tracked by Wall St. Rank held Schwab International Equity ETF as of Q3 2018.

Based on Wealthfront's 13F filing for Q3 2018, filed 13 Nov 2018.