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WESPAC Advisors SoCal’s Schwab International Equity ETF SCHF Stock Holding History

WESPAC Advisors SoCal’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
Q1 		– Sell
-1,498
Closed -$25K – 295
2017
Q4 		$25K Sell
1,498
-112
-7% -$1.9K 0.01% 149
2017
Q3 		$26K Buy
+1,610
New +$26.3K 0.02% 151

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WESPAC Advisors SoCal's SCHF Position: Q1 2018 in Review

WESPAC Advisors SoCal sold out of Schwab International Equity ETF (SCHF) in Q1 2018, closing a stake of 1,498 shares — an estimated $25K sold.

WESPAC Advisors SoCal first reported a position in SCHF in Q3 2017 and held it in 2 quarters. The position peaked at $26K in Q3 2017. 495 funds tracked by Wall St. Rank hold SCHF as of Q1 2018.

  • WESPAC Advisors SoCal reported no remaining Schwab International Equity ETF position as of Q1 2018 after selling out during the quarter.
  • WESPAC Advisors SoCal sold 1,498 Schwab International Equity ETF shares in Q1 2018, an estimated $25K.
  • WESPAC Advisors SoCal first reported a position in Schwab International Equity ETF in Q3 2017 and held it in 2 quarters.
  • WESPAC Advisors SoCal's Schwab International Equity ETF position peaked at $26K in Q3 2017.
  • 495 funds tracked by Wall St. Rank held Schwab International Equity ETF as of Q1 2018.

Based on WESPAC Advisors SoCal's 13F filing for Q1 2018, filed 16 Apr 2018.