Lebenthal Global Advisors’s Schwab International Equity ETF SCHF Stock Holding History

Lebenthal Global 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
2023 Q2	–	Sell	-19,806	Closed	-$345K	–	124
2023 Q1	$345K	Buy	19,806 +5,790	+41%	+$99.1K	0.11%	88
2022 Q4	$226K	Buy	+14,016	New	+$219K	0.07%	121
2022 Q3	–	Sell	-14,016	Closed	-$220K	–	130
2022 Q2	$220K	Hold	14,016	–	–	0.11%	122
2022 Q1	$257K	Hold	14,016	–	–	0.11%	123
2021 Q4	$272K	Hold	14,016	–	–	0.11%	136
2021 Q3	$271K	Buy	14,016 +258	+2%	+$5.13K	0.17%	102
2021 Q2	$271K	Hold	13,758	–	–	0.15%	128
2021 Q1	$258K	Hold	13,758	–	–	0.16%	110
2020 Q4	$247K	Buy	+13,758	New	+$232K	0.17%	82

Other funds holding SCHF

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Empower Advisory Group Greenwood Village, Colorado $38.5B AUM 18.4% 1-Year Est. Return

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 Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return

Corient Private Wealth Miami, Florida $69.9B AUM 22.19% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Lebenthal Global Advisors's SCHF Position: Q2 2023 in Review

Lebenthal Global Advisors sold out of Schwab International Equity ETF (SCHF) in Q2 2023, closing a stake of 19,806 shares — an estimated $345K sold.

Lebenthal Global Advisors first reported a position in SCHF in Q4 2020 and held it in 9 quarters. The position peaked at $345K in Q1 2023. 1,009 funds tracked by Wall St. Rank hold SCHF as of Q2 2023.

Lebenthal Global Advisors reported no remaining Schwab International Equity ETF position as of Q2 2023 after selling out during the quarter.
Lebenthal Global Advisors sold 19,806 Schwab International Equity ETF shares in Q2 2023, an estimated $345K.
Lebenthal Global Advisors first reported a position in Schwab International Equity ETF in Q4 2020 and held it in 9 quarters.
Lebenthal Global Advisors's Schwab International Equity ETF position peaked at $345K in Q1 2023.
1,009 funds tracked by Wall St. Rank held Schwab International Equity ETF as of Q2 2023.

Based on Lebenthal Global Advisors's 13F filing for Q2 2023, filed 8 Aug 2023.