Charles Schwab
ICF icon

Charles Schwab’s iShares Select U.S. REIT ETF ICF Stock Holding History

Charles Schwab’s Portfolio ICF Stock Details ICF Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		– Sell
-7,449
Closed -$444K – 3489
2025
Q4 		$444K Buy
+7,449
New +$452K ﹤0.01% 3192
2025
Q1 		– Sell
-3,513
Closed -$212K – 3494
2024
Q4 		$212K Buy
+3,513
New +$224K ﹤0.01% 3320
2024
Q3 		– Sell
-3,528
Closed -$202K – 3536
2024
Q2 		$202K Sell
3,528
-935
-21% -$51.8K ﹤0.01% 3440
2024
Q1 		$258K Sell
4,463
-2,789
-38% -$159K ﹤0.01% 3201
2023
Q4 		$426K Buy
7,252
+2,629
+57% +$139K ﹤0.01% 3133
2023
Q3 		$232K Buy
+4,623
New +$253K ﹤0.01% 3261
2023
Q2 		– Sell
-4,936
Closed -$274K – 3638
2023
Q1 		$274K Sell
4,936
-11,980
-71% -$681K ﹤0.01% 3106
2022
Q4 		$928K Buy
+16,916
New +$925K ﹤0.01% 2795
2021
Q1 		– Sell
-5,847
Closed -$315K – 3503
2020
Q4 		$315K Buy
+5,847
New +$309K ﹤0.01% 3142

Other funds holding ICF

Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
FIA
Foundations Investment Advisors Phoenix, Arizona $8.06B AUM 24.97% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $528B AUM 27.57% 1-Year Est. Return
M&T Bank
M&T Bank Buffalo, New York $29.2B AUM 22.81% 1-Year Est. Return
NPT
National Philanthropic Trust Jenkintown, Pennsylvania $9.38B AUM 33.37% 1-Year Est. Return