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

Whitney & 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
2018 Q4	–	Sell	-150	Closed	-$2K	–	386
2018 Q3	$2K	Sell	150 -400	-73%	-$6.66K	﹤0.01%	472
2018 Q2	$9K	Hold	550	–	–	﹤0.01%	250
2018 Q1	$9K	Buy	+550	New	+$9.47K	﹤0.01%	250

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

Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return

PCA

Personal Capital Advisors Redwood City, California $20.6B AUM 13.65% 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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

BCWM LLC Overland Park, Kansas $353M AUM 20.1% 1-Year Est. Return

Whitney & Co's SCHF Position: Q4 2018 in Review

Whitney & Co sold out of Schwab International Equity ETF (SCHF) in Q4 2018, closing a stake of 150 shares — an estimated $2K sold.

Whitney & Co first reported a position in SCHF in Q1 2018 and held it in 3 quarters. The position peaked at $9K in Q2 2018. 632 funds tracked by Wall St. Rank hold SCHF as of Q4 2018.

Whitney & Co reported no remaining Schwab International Equity ETF position as of Q4 2018 after selling out during the quarter.
Whitney & Co sold 150 Schwab International Equity ETF shares in Q4 2018, an estimated $2K.
Whitney & Co first reported a position in Schwab International Equity ETF in Q1 2018 and held it in 3 quarters.
Whitney & Co's Schwab International Equity ETF position peaked at $9K in Q2 2018.
632 funds tracked by Wall St. Rank held Schwab International Equity ETF as of Q4 2018.

Based on Whitney & Co's 13F filing for Q4 2018, filed 7 Feb 2019.