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Whitnell & Co’s Schwab International Equity ETF SCHF Stock Holding History

Whitnell & Co’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 		$27K Buy
1,598
+578
+57% +$9.51K 0.01% 226
2019
Q3 		$16K Buy
1,020
+6
+0.6% +$94 0.01% 243
2019
Q2 		$16K Buy
1,014
+314
+45% +$4.97K 0.01% 221
2019
Q1 		$11K Buy
700
+30
+4% +$457 ﹤0.01% 238
2018
Q4 		$9K Buy
670
+194
+41% +$2.97K ﹤0.01% 235
2018
Q3 		$8K Buy
+476
New +$7.92K ﹤0.01% 237

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
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Financial Engines Advisors
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
Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return

Whitnell & Co's SCHF Position: Q4 2019 in Review

Whitnell & Co increased its Schwab International Equity ETF (SCHF) stake by 57% in Q4 2019, buying an estimated $9.51K and bringing the position to 1,598 shares worth $27K. The position accounts for 0.01% of the portfolio, ranked #226.

Whitnell & Co first reported a position in SCHF in Q3 2018 and has held it in 6 quarters since. 765 funds tracked by Wall St. Rank hold SCHF as of Q4 2019.

  • Whitnell & Co held 1,598 shares of Schwab International Equity ETF worth $27K as of Q4 2019.
  • Whitnell & Co bought 578 Schwab International Equity ETF shares in Q4 2019, an estimated $9.51K.
  • Schwab International Equity ETF made up 0.01% of Whitnell & Co's portfolio in Q4 2019, its #226 holding.
  • Whitnell & Co first reported a position in Schwab International Equity ETF in Q3 2018 and has held it in 6 quarters since.
  • 765 funds tracked by Wall St. Rank held Schwab International Equity ETF as of Q4 2019.

Based on Whitnell & Co's 13F filing for Q4 2019, filed 11 Feb 2020.