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Lee, Danner & Bass’s Schwab International Equity ETF SCHF Stock Holding History

Lee, Danner & Bass’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
-7,634
Closed -$141K – 617
2024
Q4 		$141K Buy
+7,634
New +$149K 0.01% 243

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Creative Planning
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Betterment LLC
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HighTower Advisors
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Corient Private Wealth
Corient Private Wealth Miami, Florida $69.9B AUM 22.19% 1-Year Est. Return
WANY
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US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return

Lee, Danner & Bass's SCHF Position: Q1 2025 in Review

Lee, Danner & Bass sold out of Schwab International Equity ETF (SCHF) in Q1 2025, closing a stake of 7,634 shares — an estimated $141K sold.

Lee, Danner & Bass first reported a position in SCHF in Q4 2024 and held it in 1 quarter. The position peaked at $141K in Q4 2024. 1,306 funds tracked by Wall St. Rank hold SCHF as of Q1 2025.

  • Lee, Danner & Bass reported no remaining Schwab International Equity ETF position as of Q1 2025 after selling out during the quarter.
  • Lee, Danner & Bass sold 7,634 Schwab International Equity ETF shares in Q1 2025, an estimated $141K.
  • Lee, Danner & Bass first reported a position in Schwab International Equity ETF in Q4 2024 and held it in 1 quarter.
  • Lee, Danner & Bass's Schwab International Equity ETF position peaked at $141K in Q4 2024.
  • 1,306 funds tracked by Wall St. Rank held Schwab International Equity ETF as of Q1 2025.

Based on Lee, Danner & Bass's 13F filing for Q1 2025, filed 29 Apr 2025.