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Lee Financial’s Schwab International Equity ETF SCHF Stock Holding History

Lee Financial’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
2026
Q2 		$1.96M Sell
70,759
-2,507
-3% -$67.6K 0.25% 40
2026
Q1 		$1.81M Sell
73,266
-312
-0.4% -$7.94K 0.26% 42
2025
Q4 		$1.77M Sell
73,578
-3,473
-5% -$82.6K 0.24% 42
2025
Q3 		$1.79M Sell
77,051
-2,055
-3% -$46.4K 0.22% 50
2025
Q2 		$1.75M Sell
79,106
-184
-0.2% -$3.83K 0.25% 43
2025
Q1 		$1.57M Sell
79,290
-3,099
-4% -$60.8K 0.24% 41
2024
Q4 		$1.52M Buy
82,389
+99
+0.1% +$1.93K 0.21% 52
2024
Q3 		$1.69M Sell
82,290
-9,396
-10% -$186K 0.24% 46
2024
Q2 		$1.77M Buy
91,686
+8,786
+11% +$170K 0.29% 33
2024
Q1 		$1.62M Sell
82,900
-2,720
-3% -$50.9K 0.27% 36
2023
Q4 		$1.58M Sell
85,620
-22,982
-21% -$399K 0.28% 36
2023
Q3 		$1.84M Sell
108,602
-30,864
-22% -$545K 0.34% 30
2023
Q2 		$2.49M Sell
139,466
-33,142
-19% -$589K 0.44% 27
2023
Q1 		$3M Sell
172,608
-6,916
-4% -$118K 0.52% 23
2022
Q4 		$2.89M Sell
179,524
-198
-0.1% -$3.09K 0.49% 23
2022
Q3 		$2.53M Buy
179,722
+108,144
+151% +$1.7M 0.47% 25
2022
Q2 		$1.13M Sell
71,578
-4,588
-6% -$78.1K 0.21% 64
2022
Q1 		$1.4M Sell
76,166
-3,538
-4% -$65.8K 0.25% 55
2021
Q4 		$1.55M Hold
79,704
– – 0.29% 48
2021
Q3 		$1.54M Hold
79,704
– – 0.32% 44
2021
Q2 		$1.57M Buy
79,704
+24
+0% +$474 0.33% 42
2021
Q1 		$1.5M Sell
79,680
-74
-0.1% -$1.38K 0.36% 47
2020
Q4 		$1.44M Sell
79,754
-2,274
-3% -$38.3K 0.37% 42
2020
Q3 		$1.29M Sell
82,028
-19,256
-19% -$302K 0.36% 49
2020
Q2 		$1.51M Sell
101,284
-46,930
-32% -$660K 0.42% 39
2020
Q1 		$1.92M Sell
148,214
-15,220
-9% -$234K 0.64% 25
2019
Q4 		$2.75M Sell
163,434
-10,480
-6% -$172K 0.59% 25
2019
Q3 		$2.77M Sell
173,914
-8,544
-5% -$134K 0.62% 28
2019
Q2 		$2.93M Buy
182,458
+1,650
+0.9% +$26.1K 0.66% 26
2019
Q1 		$2.83M Buy
180,808
+3,192
+2% +$48.7K 0.66% 25
2018
Q4 		$2.52M Buy
177,616
+19,226
+12% +$294K 0.67% 25
2018
Q3 		$2.65M Buy
158,390
+6
+0% +$100 0.65% 25
2018
Q2 		$2.62M Buy
158,384
+10,546
+7% +$179K 0.62% 25
2018
Q1 		$2.49M Buy
147,838
+34,176
+30% +$589K 0.63% 26
2017
Q4 		$1.94M Buy
113,662
+806
+0.7% +$13.7K 0.56% 32
2017
Q3 		$1.89M Buy
112,856
+11,950
+12% +$195K 0.61% 30
2017
Q2 		$1.6M Buy
100,906
+28,660
+40% +$445K 0.59% 34
2017
Q1 		$1.08M Buy
72,246
+61,846
+595% +$898K 0.43% 53
2016
Q4 		$144K Buy
+10,400
New +$146K 0.08% 118

Other funds holding SCHF

Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
Empower Advisory Group
Empower Advisory Group Greenwood Village, Colorado $41.9B AUM 18.91% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return
Corient Private Wealth
Corient Private Wealth Miami, Florida $77.5B AUM 28.19% 1-Year Est. Return
MMA
Miracle Mile Advisors Los Angeles, California $8.53B AUM 21.43% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return

Lee Financial's SCHF Position: Q2 2026 in Review

Lee Financial reduced its Schwab International Equity ETF (SCHF) stake by 3.4% in Q2 2026, selling an estimated $67.6K and leaving 70,759 shares worth $1.96M. The position accounts for 0.25% of the portfolio, ranked #40.

Lee Financial first reported a position in SCHF in Q4 2016 and has held it in 39 quarters since. The position peaked at $3M in Q1 2023. 1,662 funds tracked by Wall St. Rank hold SCHF as of Q2 2026.

  • Lee Financial held 70,759 shares of Schwab International Equity ETF worth $1.96M as of Q2 2026.
  • Lee Financial sold 2,507 Schwab International Equity ETF shares in Q2 2026, an estimated $67.6K.
  • Schwab International Equity ETF made up 0.25% of Lee Financial's portfolio in Q2 2026, its #40 holding.
  • Lee Financial first reported a position in Schwab International Equity ETF in Q4 2016 and has held it in 39 quarters since.
  • Lee Financial's Schwab International Equity ETF position peaked at $3M in Q1 2023.
  • 1,662 funds tracked by Wall St. Rank held Schwab International Equity ETF as of Q2 2026.

Based on Lee Financial's 13F filing for Q2 2026, filed 22 Jul 2026.