Westwind Capital’s Schwab International Equity ETF SCHF Stock Holding History

Westwind Capital’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 Q3	–	Sell	-622	Closed	-$10K	–	46
2019 Q2	$10K	Buy	+622	New	+$9.84K	0.01%	43
2018 Q3	–	Sell	-4,754	Closed	-$79K	–	47
2018 Q2	$79K	Buy	+4,754	New	+$80.8K	0.06%	28
2018 Q1	–	Sell	-77,756	Closed	-$1.32M	–	43
2017 Q4	$1.32M	Buy	+77,756	New	+$1.32M	1.25%	18

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

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

Westwind Capital's SCHF Position: Q3 2019 in Review

Westwind Capital sold out of Schwab International Equity ETF (SCHF) in Q3 2019, closing a stake of 622 shares — an estimated $10K sold.

Westwind Capital first reported a position in SCHF in Q4 2017 and held it in 3 quarters. The position peaked at $1.32M in Q4 2017. 666 funds tracked by Wall St. Rank hold SCHF as of Q3 2019.

Westwind Capital reported no remaining Schwab International Equity ETF position as of Q3 2019 after selling out during the quarter.
Westwind Capital sold 622 Schwab International Equity ETF shares in Q3 2019, an estimated $10K.
Westwind Capital first reported a position in Schwab International Equity ETF in Q4 2017 and held it in 3 quarters.
Westwind Capital's Schwab International Equity ETF position peaked at $1.32M in Q4 2017.
666 funds tracked by Wall St. Rank held Schwab International Equity ETF as of Q3 2019.

Based on Westwind Capital's 13F filing for Q3 2019, filed 7 Oct 2019.