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IBEX Wealth Advisors’s Schwab International Equity ETF SCHF Stock Holding History

IBEX Wealth Advisors’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
2025
Q1 		– Sell
-10,745
Closed -$199K – 194
2024
Q4 		$199K Buy
+10,745
New +$210K 0.02% 200

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Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 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
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
Corient Private Wealth
Corient Private Wealth Miami, Florida $69.9B AUM 22.19% 1-Year Est. Return
WANY
Wealthspire Advisors (New York) New York $12.7B AUM 17.31% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return

IBEX Wealth Advisors's SCHF Position: Q1 2025 in Review

IBEX Wealth Advisors sold out of Schwab International Equity ETF (SCHF) in Q1 2025, closing a stake of 10,745 shares — an estimated $199K sold.

IBEX Wealth Advisors first reported a position in SCHF in Q4 2024 and held it in 1 quarter. The position peaked at $199K in Q4 2024. 1,306 funds tracked by Wall St. Rank hold SCHF as of Q1 2025.

  • IBEX Wealth Advisors reported no remaining Schwab International Equity ETF position as of Q1 2025 after selling out during the quarter.
  • IBEX Wealth Advisors sold 10,745 Schwab International Equity ETF shares in Q1 2025, an estimated $199K.
  • IBEX Wealth Advisors first reported a position in Schwab International Equity ETF in Q4 2024 and held it in 1 quarter.
  • IBEX Wealth Advisors's Schwab International Equity ETF position peaked at $199K in Q4 2024.
  • 1,306 funds tracked by Wall St. Rank held Schwab International Equity ETF as of Q1 2025.

Based on IBEX Wealth Advisors's 13F filing for Q1 2025, filed 15 Apr 2025.