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WealthTrust-Arizona’s Schwab International Equity ETF SCHF Stock Holding History

WealthTrust-Arizona’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
2015
Q1 		– Sell
-1,564
Closed -$23K – 674
2014
Q4 		$23K Sell
1,564
-24,052
-94% -$362K 0.02% 251
2014
Q3 		$397K Buy
25,616
+14,738
+135% +$238K 0.44% 41
2014
Q2 		$179K Buy
+10,878
New +$175K 0.19% 66

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
W
Wealthfront Palo Alto, California $10.4B AUM 6.15% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return
FFA
Fragasso Financial Advisors Sewickley, Pennsylvania $1.88B AUM 23.81% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
HSA
HBK Sorce Advisory Erie, Pennsylvania $5.27B AUM 19.34% 1-Year Est. Return
Bessemer Group
Bessemer Group Woodbridge, New Jersey $72.7B AUM 39.36% 1-Year Est. Return
OMC
Old Mission Capital Chicago, Illinois $6.31B AUM 20.77% 1-Year Est. Return
LYV
Live Your Vision West Conshohocken, Pennsylvania $330M AUM 2.28% 1-Year Est. Return

WealthTrust-Arizona's SCHF Position: Q1 2015 in Review

WealthTrust-Arizona sold out of Schwab International Equity ETF (SCHF) in Q1 2015, closing a stake of 1,564 shares — an estimated $23K sold.

WealthTrust-Arizona first reported a position in SCHF in Q2 2014 and held it in 3 quarters. The position peaked at $397K in Q3 2014. 226 funds tracked by Wall St. Rank hold SCHF as of Q1 2015.

  • WealthTrust-Arizona reported no remaining Schwab International Equity ETF position as of Q1 2015 after selling out during the quarter.
  • WealthTrust-Arizona sold 1,564 Schwab International Equity ETF shares in Q1 2015, an estimated $23K.
  • WealthTrust-Arizona first reported a position in Schwab International Equity ETF in Q2 2014 and held it in 3 quarters.
  • WealthTrust-Arizona's Schwab International Equity ETF position peaked at $397K in Q3 2014.
  • 226 funds tracked by Wall St. Rank held Schwab International Equity ETF as of Q1 2015.

Based on WealthTrust-Arizona's 13F filing for Q1 2015, filed 24 Apr 2015.