IWA
SCHF icon

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

Icon 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
2024
Q2 		– Sell
-7,408
Closed -$145K – 486
2024
Q1 		$145K Buy
+7,408
New +$138K 0.01% 395

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Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 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
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
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
Corient Private Wealth
Corient Private Wealth Miami, Florida $69.9B AUM 22.19% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

Icon Wealth Advisors's SCHF Position: Q2 2024 in Review

Icon Wealth Advisors sold out of Schwab International Equity ETF (SCHF) in Q2 2024, closing a stake of 7,408 shares — an estimated $145K sold.

Icon Wealth Advisors first reported a position in SCHF in Q1 2024 and held it in 1 quarter. The position peaked at $145K in Q1 2024. 1,127 funds tracked by Wall St. Rank hold SCHF as of Q2 2024.

  • Icon Wealth Advisors reported no remaining Schwab International Equity ETF position as of Q2 2024 after selling out during the quarter.
  • Icon Wealth Advisors sold 7,408 Schwab International Equity ETF shares in Q2 2024, an estimated $145K.
  • Icon Wealth Advisors first reported a position in Schwab International Equity ETF in Q1 2024 and held it in 1 quarter.
  • Icon Wealth Advisors's Schwab International Equity ETF position peaked at $145K in Q1 2024.
  • 1,127 funds tracked by Wall St. Rank held Schwab International Equity ETF as of Q2 2024.

Based on Icon Wealth Advisors's 13F filing for Q2 2024, filed 14 Aug 2024.