LMKC
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L.M. Kohn & Company’s Schwab International Equity ETF SCHF Stock Holding History

L.M. Kohn & Company’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
Q3 		– Sell
-49,959
Closed -$1.1M – 245
2025
Q2 		$1.1M Buy
49,959
+8,190
+20% +$171K 0.3% 62
2025
Q1 		$826K Buy
+41,769
New +$819K 0.22% 99

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Wealthfront Advisers
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Creative Planning
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HighTower Advisors
HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return
WANY
Wealthspire Advisors (New York) New York $18.2B AUM 21.48% 1-Year Est. Return
Corient Private Wealth
Corient Private Wealth Miami, Florida $72.2B AUM 27.85% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return

L.M. Kohn & Company's SCHF Position: Q3 2025 in Review

L.M. Kohn & Company sold out of Schwab International Equity ETF (SCHF) in Q3 2025, closing a stake of 49,959 shares — an estimated $1.1M sold.

L.M. Kohn & Company first reported a position in SCHF in Q1 2025 and held it in 2 quarters. The position peaked at $1.1M in Q2 2025. 1,396 funds tracked by Wall St. Rank hold SCHF as of Q3 2025.

  • L.M. Kohn & Company reported no remaining Schwab International Equity ETF position as of Q3 2025 after selling out during the quarter.
  • L.M. Kohn & Company sold 49,959 Schwab International Equity ETF shares in Q3 2025, an estimated $1.1M.
  • L.M. Kohn & Company first reported a position in Schwab International Equity ETF in Q1 2025 and held it in 2 quarters.
  • L.M. Kohn & Company's Schwab International Equity ETF position peaked at $1.1M in Q2 2025.
  • 1,396 funds tracked by Wall St. Rank held Schwab International Equity ETF as of Q3 2025.

Based on L.M. Kohn & Company's 13F filing for Q3 2025, filed 4 Nov 2025.