Wealthquest’s Schwab International Equity ETF SCHF Stock Holding History

Wealthquest’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	$405K	Sell	24,126 -6,914	-22%	-$114K	0.12%	87
2019 Q3	$494K	Sell	31,040 -9,150	-23%	-$144K	0.17%	78
2019 Q2	$644K	Sell	40,190 -7,000	-15%	-$111K	0.24%	68
2019 Q1	$738K	Buy	47,190 +3,518	+8%	+$53.6K	0.28%	62
2018 Q4	$619K	Buy	+43,672	New	+$668K	0.25%	67

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

Wealthquest's SCHF Position: Q4 2019 in Review

Wealthquest reduced its Schwab International Equity ETF (SCHF) stake by 22% in Q4 2019, selling an estimated $114K and leaving 24,126 shares worth $405K. The position accounts for 0.12% of the portfolio, ranked #87.

Wealthquest first reported a position in SCHF in Q4 2018 and has held it in 5 quarters since. The position peaked at $738K in Q1 2019. 765 funds tracked by Wall St. Rank hold SCHF as of Q4 2019.

Wealthquest held 24,126 shares of Schwab International Equity ETF worth $405K as of Q4 2019.
Wealthquest sold 6,914 Schwab International Equity ETF shares in Q4 2019, an estimated $114K.
Schwab International Equity ETF made up 0.12% of Wealthquest's portfolio in Q4 2019, its #87 holding.
Wealthquest first reported a position in Schwab International Equity ETF in Q4 2018 and has held it in 5 quarters since.
Wealthquest's Schwab International Equity ETF position peaked at $738K in Q1 2019.
765 funds tracked by Wall St. Rank held Schwab International Equity ETF as of Q4 2019.

Based on Wealthquest's 13F filing for Q4 2019, filed 18 Feb 2020.