FIM
SCHF icon

Freedom Investment Management’s Schwab International Equity ETF SCHF Stock Holding History

Freedom Investment 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
2023
Q2 		– Sell
-27,304
Closed -$475K – 762
2023
Q1 		$475K Buy
+27,304
New +$467K 0.05% 418

Other funds holding SCHF

Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Empower Advisory Group
Empower Advisory Group Greenwood Village, Colorado $38.5B AUM 18.4% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return
CSIA
Charles Schwab Investment Advisory San Francisco, California $72.8B AUM 10.03% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return
Corient Private Wealth
Corient Private Wealth Miami, Florida $69.9B AUM 22.19% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Freedom Investment Management's SCHF Position: Q2 2023 in Review

Freedom Investment Management sold out of Schwab International Equity ETF (SCHF) in Q2 2023, closing a stake of 27,304 shares — an estimated $475K sold.

Freedom Investment Management first reported a position in SCHF in Q1 2023 and held it in 1 quarter. The position peaked at $475K in Q1 2023. 1,009 funds tracked by Wall St. Rank hold SCHF as of Q2 2023.

  • Freedom Investment Management reported no remaining Schwab International Equity ETF position as of Q2 2023 after selling out during the quarter.
  • Freedom Investment Management sold 27,304 Schwab International Equity ETF shares in Q2 2023, an estimated $475K.
  • Freedom Investment Management first reported a position in Schwab International Equity ETF in Q1 2023 and held it in 1 quarter.
  • Freedom Investment Management's Schwab International Equity ETF position peaked at $475K in Q1 2023.
  • 1,009 funds tracked by Wall St. Rank held Schwab International Equity ETF as of Q2 2023.

Based on Freedom Investment Management's 13F filing for Q2 2023, filed 14 Aug 2023.