Willow Creek Wealth Management’s Schwab International Equity ETF SCHF Stock Holding History

Willow Creek Wealth 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	-19,014	Closed	-$303K	–	86
2019 Q3	$303K	Buy	19,014 +136	+0.7%	+$2.14K	0.14%	56
2019 Q2	$303K	Buy	18,878 +480	+3%	+$7.6K	0.15%	55
2019 Q1	$288K	Buy	18,398 +66	+0.4%	+$1.01K	0.15%	52
2018 Q4	$260K	Buy	18,332 +530	+3%	+$8.11K	0.14%	50
2018 Q3	$298K	Buy	17,802 +30	+0.2%	+$499	0.17%	51
2018 Q2	$294K	Buy	17,772 +68	+0.4%	+$1.16K	0.17%	46
2018 Q1	$298K	Buy	+17,704	New	+$305K	0.16%	47

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

Willow Creek Wealth Management's SCHF Position: Q4 2019 in Review

Willow Creek Wealth Management sold out of Schwab International Equity ETF (SCHF) in Q4 2019, closing a stake of 19,014 shares — an estimated $303K sold.

Willow Creek Wealth Management first reported a position in SCHF in Q1 2018 and held it in 7 quarters. The position peaked at $303K in Q3 2019. 766 funds tracked by Wall St. Rank hold SCHF as of Q4 2019.

Willow Creek Wealth Management reported no remaining Schwab International Equity ETF position as of Q4 2019 after selling out during the quarter.
Willow Creek Wealth Management sold 19,014 Schwab International Equity ETF shares in Q4 2019, an estimated $303K.
Willow Creek Wealth Management first reported a position in Schwab International Equity ETF in Q1 2018 and held it in 7 quarters.
Willow Creek Wealth Management's Schwab International Equity ETF position peaked at $303K in Q3 2019.
766 funds tracked by Wall St. Rank held Schwab International Equity ETF as of Q4 2019.

Based on Willow Creek Wealth Management's 13F filing for Q4 2019, filed 3 Feb 2020.