Whitener Capital Management’s Schwab International Equity ETF SCHF Stock Holding History

Whitener Capital Management’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	–	Sell	-330	Closed	-$5K	–	364
2019 Q3	$5K	Buy	330 +14	+4%	+$220	﹤0.01%	404
2019 Q2	$5K	Buy	316 +22	+7%	+$348	﹤0.01%	392
2019 Q1	$4K	Buy	294 +42	+17%	+$640	﹤0.01%	398
2018 Q4	$3K	Buy	252 +30	+14%	+$459	﹤0.01%	390
2018 Q3	$3K	Buy	+222	New	+$3.69K	﹤0.01%	407
2018 Q2	–	Sell	-288	Closed	-$4K	–	342
2018 Q1	$4K	Buy	288 +36	+14%	+$620	﹤0.01%	394
2017 Q4	$4K	Buy	+252	New	+$4.29K	﹤0.01%	378

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

Whitener Capital Management's SCHF Position: Q4 2019 in Review

Whitener Capital Management sold out of Schwab International Equity ETF (SCHF) in Q4 2019, closing a stake of 330 shares — an estimated $5K sold.

Whitener Capital Management first reported a position in SCHF in Q4 2017 and held it in 7 quarters. The position peaked at $5K in Q3 2019. 765 funds tracked by Wall St. Rank hold SCHF as of Q4 2019.

Whitener Capital Management reported no remaining Schwab International Equity ETF position as of Q4 2019 after selling out during the quarter.
Whitener Capital Management sold 330 Schwab International Equity ETF shares in Q4 2019, an estimated $5K.
Whitener Capital Management first reported a position in Schwab International Equity ETF in Q4 2017 and held it in 7 quarters.
Whitener Capital Management's Schwab International Equity ETF position peaked at $5K in Q3 2019.
765 funds tracked by Wall St. Rank held Schwab International Equity ETF as of Q4 2019.

Based on Whitener Capital Management's 13F filing for Q4 2019, filed 12 Feb 2020.