YorkBridge Wealth Partners’s Schwab International Equity ETF SCHF Stock Holding History

YorkBridge Wealth Partners’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 Q3	–	Sell	-580	Closed	-$9K	–	552
2019 Q2	$9K	Hold	580	–	–	﹤0.01%	593
2019 Q1	$9K	Buy	580 +46	+9%	+$701	﹤0.01%	610
2018 Q4	$8K	Hold	534	–	–	﹤0.01%	598
2018 Q3	$9K	Hold	534	–	–	﹤0.01%	610
2018 Q2	$9K	Hold	534	–	–	﹤0.01%	630
2018 Q1	$9K	Hold	534	–	–	﹤0.01%	630
2017 Q4	$9K	Buy	+534	New	+$9.08K	﹤0.01%	644

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 $187B AUM 21.7% 1-Year Est. Return

Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 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 $52B AUM 24.53% 1-Year Est. Return

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

YorkBridge Wealth Partners's SCHF Position: Q3 2019 in Review

YorkBridge Wealth Partners sold out of Schwab International Equity ETF (SCHF) in Q3 2019, closing a stake of 580 shares — an estimated $9K sold.

YorkBridge Wealth Partners first reported a position in SCHF in Q4 2017 and held it in 7 quarters. The position peaked at $9K in Q2 2019. 667 funds tracked by Wall St. Rank hold SCHF as of Q3 2019.

YorkBridge Wealth Partners reported no remaining Schwab International Equity ETF position as of Q3 2019 after selling out during the quarter.
YorkBridge Wealth Partners sold 580 Schwab International Equity ETF shares in Q3 2019, an estimated $9K.
YorkBridge Wealth Partners first reported a position in Schwab International Equity ETF in Q4 2017 and held it in 7 quarters.
YorkBridge Wealth Partners's Schwab International Equity ETF position peaked at $9K in Q2 2019.
667 funds tracked by Wall St. Rank held Schwab International Equity ETF as of Q3 2019.

Based on YorkBridge Wealth Partners's 13F filing for Q3 2019, filed 21 Oct 2019.