WealthSource Partners’s Schwab International Equity ETF SCHF Stock Holding History

WealthSource Partners’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
2020 Q2	–	Sell	-104,972	Closed	-$1.36M	–	384
2020 Q1	$1.36M	Buy	104,972 +14,258	+16%	+$219K	0.21%	64
2019 Q4	$1.52M	Sell	90,714 -184,590	-67%	-$3.04M	0.2%	92
2019 Q3	$4.39M	Sell	275,304 -101,624	-27%	-$1.6M	0.66%	42
2019 Q2	$6.05M	Sell	376,928 -78,572	-17%	-$1.24M	0.95%	22
2019 Q1	$7.13M	Buy	455,500 +56,110	+14%	+$855K	1.61%	10
2018 Q4	$5.66M	Sell	399,390 -13,120	-3%	-$201K	1.63%	11
2018 Q3	$6.92M	Sell	412,510 -21,518	-5%	-$358K	1.81%	9
2018 Q2	$7.17M	Buy	434,028 +181,718	+72%	+$3.09M	2%	7
2018 Q1	$4.25M	Buy	252,310 +31,228	+14%	+$538K	1.29%	19
2017 Q4	$3.77M	Buy	221,082 +74,868	+51%	+$1.27M	1.16%	20
2017 Q3	$2.45M	Buy	146,214 +8,608	+6%	+$140K	0.81%	35
2017 Q2	$2.19M	Buy	+137,606	New	+$2.14M	0.75%	40

Other funds holding SCHF

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return

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 Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return

Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

SCM

SCS Capital Management Boston, Massachusetts $10.6B AUM 19.73% 1-Year Est. Return

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

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

WealthSource Partners's SCHF Position: Q2 2020 in Review

WealthSource Partners sold out of Schwab International Equity ETF (SCHF) in Q2 2020, closing a stake of 104,972 shares — an estimated $1.36M sold.

WealthSource Partners first reported a position in SCHF in Q2 2017 and held it in 12 quarters. The position peaked at $7.17M in Q2 2018. 716 funds tracked by Wall St. Rank hold SCHF as of Q2 2020.

WealthSource Partners reported no remaining Schwab International Equity ETF position as of Q2 2020 after selling out during the quarter.
WealthSource Partners sold 104,972 Schwab International Equity ETF shares in Q2 2020, an estimated $1.36M.
WealthSource Partners first reported a position in Schwab International Equity ETF in Q2 2017 and held it in 12 quarters.
WealthSource Partners's Schwab International Equity ETF position peaked at $7.17M in Q2 2018.
716 funds tracked by Wall St. Rank held Schwab International Equity ETF as of Q2 2020.

Based on WealthSource Partners's 13F filing for Q2 2020, filed 17 Aug 2020.