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WrapManager Inc’s Schwab International Equity ETF SCHF Stock Holding History

WrapManager Inc’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
2017
Q1 		– Sell
-472,476
Closed -$6.54M – 239
2016
Q4 		$6.54M Sell
472,476
-23,730
-5% -$333K 2.53% 7
2016
Q3 		$7.14M Buy
496,206
+31,966
+7% +$451K 2.79% 6
2016
Q2 		$6.29M Buy
464,240
+15,768
+4% +$216K 2.59% 6
2016
Q1 		$6.08M Buy
448,472
+41,956
+10% +$544K 2.71% 6
2015
Q4 		$5.6M Buy
+406,516
New +$5.83M 2.7% 6

Other funds holding SCHF

CSIA
Charles Schwab Investment Advisory San Francisco, California $72.8B AUM 10.03% 1-Year Est. Return
PCA
Personal Capital Advisors Redwood City, California $20.6B AUM 13.65% 1-Year Est. Return
W
Wealthfront Palo Alto, California $10.4B AUM 6.15% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 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
HSA
HBK Sorce Advisory Erie, Pennsylvania $5.05B AUM 16.64% 1-Year Est. Return

WrapManager Inc's SCHF Position: Q1 2017 in Review

WrapManager Inc sold out of Schwab International Equity ETF (SCHF) in Q1 2017, closing a stake of 472,476 shares — an estimated $6.54M sold.

WrapManager Inc first reported a position in SCHF in Q4 2015 and held it in 5 quarters. The position peaked at $7.14M in Q3 2016. 345 funds tracked by Wall St. Rank hold SCHF as of Q1 2017.

  • WrapManager Inc reported no remaining Schwab International Equity ETF position as of Q1 2017 after selling out during the quarter.
  • WrapManager Inc sold 472,476 Schwab International Equity ETF shares in Q1 2017, an estimated $6.54M.
  • WrapManager Inc first reported a position in Schwab International Equity ETF in Q4 2015 and held it in 5 quarters.
  • WrapManager Inc's Schwab International Equity ETF position peaked at $7.14M in Q3 2016.
  • 345 funds tracked by Wall St. Rank held Schwab International Equity ETF as of Q1 2017.

Based on WrapManager Inc's 13F filing for Q1 2017, filed 2 May 2017.