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Schwab International Equity ETF shares owned by OptiFour Integrated Wealth Management

Quarter-by-quarter ownership of Schwab International Equity ETF (SCHF) shares owned by OptiFour Integrated Wealth Management from 13F filings

Historical chart of OptiFour Integrated Wealth Management investment in Schwab International Equity ETF

Tip: Access up to 7 years of quarterly data

All positions including Schwab International Equity ETF held by OptiFour Integrated Wealth Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Schwab International Equity ETF by OptiFour Integrated Wealth Management

Quarter filed Position value Share count Share price at filing
2019-12-31 $4.3M 128k 33.63
2019-09-30 $4.3M 134k 31.86
2019-06-30 $4.3M 134k 32.09
2019-03-31 $4.3M 136k 31.31
2018-12-31 $3.9M 137k 28.35
2018-09-30 $4.5M 133k 33.53
2018-06-30 $4.4M 133k 33.05
2018-03-31 $4.6M 136k 33.71
2017-12-31 $4.6M 136k 34.07

More positions owned by OptiFour Integrated Wealth Management

iShares S&P 1500 Index Fund (ITOT)
Schwab U S Broad Market ETF (SCHB)
Vanguard Total Stock Market ETF (VTI)
Vanguard Mun Bd Fd Inc tax-exempt bd (VTEB)
Ishares Core Intl Stock Etf core (IXUS)
iShares Lehman Aggregate Bond (AGG)
SPDR Barclays Capital TIPS (SPIP)
Ishares Tr fltg rate nt (FLOT)
Vanguard Charlotte Fds intl bd idx etf (BNDX)
Ishares Tr Global Reit Etf (REET)
iShares S&P Natl AMTFr Mncpl Bd (MUB)
Schwab International Equity ETF (SCHF)
Vanguard Star Fd Intl Stk Idxf (VXUS)
Schwab Strategic Tr us aggregate b (SCHZ)
Alamo (ALG)

View all positions for OptiFour Integrated Wealth Management

Top funds holding Schwab International Equity ETF

Northwestern Mutual Wealth Management Company
Empower Advisory Group
Financial Engines Advisors L.L.C
Wealthfront Advisers
CI Private Wealth
Creative Planning
HighTower Advisors
Us Bancorp
Envestnet Asset Management
SCS Capital Management
Mercer Global Advisors
Sontag Advisory
Morgan Stanley
Mariner Wealth Advisors
Wealth Enhancement Advisory Services

View all funds holding Schwab International Equity ETF