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Lake Street Advisors Group’s Schwab International Equity ETF SCHF Stock Holding History

Lake Street Advisors Group’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
Q4 		$46M Sell
2,485,593
-196,033
-7% -$3.83M 2.12% 10
2024
Q3 		$55.1M Sell
2,681,626
-10,324
-0.4% -$204K 2.54% 8
2024
Q2 		$52.2M Sell
2,691,950
-162,936
-6% -$3.15M 2.51% 8
2024
Q1 		$55.7M Sell
2,854,886
-27,848
-1% -$521K 2.6% 8
2023
Q4 		$53.3M Sell
2,882,734
-210,286
-7% -$3.65M 2.67% 7
2023
Q3 		$52.5M Sell
3,093,020
-84,954
-3% -$1.5M 3.12% 7
2023
Q2 		$56.6M Buy
3,177,974
+90,158
+3% +$1.6M 3.13% 7
2023
Q1 		$53.7M Sell
3,087,816
-4,620
-0.1% -$79.1K 3.32% 7
2022
Q4 		$49.8M Buy
3,092,436
+20,330
+0.7% +$317K 3.28% 8
2022
Q3 		$43.2M Buy
3,072,106
+334,876
+12% +$5.26M 3.13% 9
2022
Q2 		$43M Buy
2,737,230
+142,062
+5% +$2.42M 3.07% 10
2022
Q1 		$47.6M Buy
2,595,168
+40,504
+2% +$753K 3.03% 11
2021
Q4 		$49.6M Buy
2,554,664
+62,790
+3% +$1.23M 3.13% 11
2021
Q3 		$48.2M Sell
2,491,874
-94,948
-4% -$1.89M 5.16% 4
2021
Q2 		$52M Buy
2,586,822
+30,856
+1% +$610K 3.84% 9
2021
Q1 		$48.1M Buy
2,555,966
+1,944
+0.1% +$36.3K 3.91% 8
2020
Q4 		$46M Sell
2,554,022
-56,832
-2% -$958K 3.81% 10
2020
Q3 		$41M Sell
2,610,854
-50,486
-2% -$793K 3.87% 10
2020
Q2 		$39.6M Buy
2,661,340
+1,597,560
+150% +$22.5M 4.01% 8
2020
Q1 		$13.7M Buy
1,063,780
+912,104
+601% +$14M 1.71% 15
2019
Q4 		$2.55M Buy
151,676
+11,942
+9% +$197K 0.25% 37
2019
Q3 		$2.23M Buy
139,734
+1,106
+0.8% +$17.4K 0.24% 37
2019
Q2 		$2.22M Sell
138,628
-5,350
-4% -$84.7K 0.24% 33
2019
Q1 		$2.25M Buy
143,978
+12,852
+10% +$196K 0.24% 34
2018
Q4 		$1.86M Buy
+131,126
New +$2.01M 0.23% 36

Other funds holding SCHF

Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Koshinski Asset Management
Koshinski Asset Management Decatur, Illinois $1.6B AUM 20.7% 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
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
US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return

Lake Street Advisors Group's SCHF Position: Q4 2024 in Review

Lake Street Advisors Group reduced its Schwab International Equity ETF (SCHF) stake by 7.3% in Q4 2024, selling an estimated $3.83M and leaving 2,485,593 shares worth $46M. The position accounts for 2.12% of the portfolio, ranked #10.

Lake Street Advisors Group first reported a position in SCHF in Q4 2018 and has held it in 25 quarters since. The position peaked at $56.6M in Q2 2023. 1,293 funds tracked by Wall St. Rank hold SCHF as of Q4 2024.

  • Lake Street Advisors Group held 2,485,593 shares of Schwab International Equity ETF worth $46M as of Q4 2024.
  • Lake Street Advisors Group sold 196,033 Schwab International Equity ETF shares in Q4 2024, an estimated $3.83M.
  • Schwab International Equity ETF made up 2.12% of Lake Street Advisors Group's portfolio in Q4 2024, its #10 holding.
  • Lake Street Advisors Group first reported a position in Schwab International Equity ETF in Q4 2018 and has held it in 25 quarters since.
  • Lake Street Advisors Group's Schwab International Equity ETF position peaked at $56.6M in Q2 2023.
  • 1,293 funds tracked by Wall St. Rank held Schwab International Equity ETF as of Q4 2024.

Based on Lake Street Advisors Group's 13F filing for Q4 2024, filed 4 Feb 2025.