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LGL Partners’s Schwab International Equity ETF SCHF Stock Holding History

LGL Partners’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
-71,345
Closed -$1.32M – 110
2024
Q4 		$1.32M Buy
71,345
+1,553
+2% +$30.3K 0.19% 40
2024
Q3 		$1.43M Sell
69,792
-42,560
-38% -$842K 0.2% 35
2024
Q2 		$2.16M Buy
112,352
+2
+0% +$39 0.32% 29
2024
Q1 		$2.19M Sell
112,350
-424,274
-79% -$7.93M 0.37% 28
2023
Q4 		$9.92M Buy
536,624
+10,506
+2% +$182K 1.36% 17
2023
Q3 		$8.93M Hold
526,118
– – 1.57% 16
2023
Q2 		$9.38M Buy
526,118
+5,850
+1% +$104K 1.6% 15
2023
Q1 		$9.05M Hold
520,268
– – 1.55% 15
2022
Q4 		$8.38M Buy
520,268
+9,744
+2% +$152K 1.52% 14
2022
Q3 		$7.18M Sell
510,524
-1,365,308
-73% -$21.4M 1.5% 12
2022
Q2 		$29.5M Buy
1,875,832
+35,708
+2% +$608K 4.77% 9
2022
Q1 		$33.8M Buy
1,840,124
+2,202
+0.1% +$40.9K 4.52% 9
2021
Q4 		$35.7M Buy
+1,837,922
New +$36.1M 4.25% 10

Other funds holding SCHF

Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 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
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
Corient Private Wealth
Corient Private Wealth Miami, Florida $69.9B AUM 22.19% 1-Year Est. Return
WANY
Wealthspire Advisors (New York) New York $12.7B AUM 17.31% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return

LGL Partners's SCHF Position: Q1 2025 in Review

LGL Partners sold out of Schwab International Equity ETF (SCHF) in Q1 2025, closing a stake of 71,345 shares — an estimated $1.32M sold.

LGL Partners first reported a position in SCHF in Q4 2021 and held it in 13 quarters. The position peaked at $35.7M in Q4 2021. 1,306 funds tracked by Wall St. Rank hold SCHF as of Q1 2025.

  • LGL Partners reported no remaining Schwab International Equity ETF position as of Q1 2025 after selling out during the quarter.
  • LGL Partners sold 71,345 Schwab International Equity ETF shares in Q1 2025, an estimated $1.32M.
  • LGL Partners first reported a position in Schwab International Equity ETF in Q4 2021 and held it in 13 quarters.
  • LGL Partners's Schwab International Equity ETF position peaked at $35.7M in Q4 2021.
  • 1,306 funds tracked by Wall St. Rank held Schwab International Equity ETF as of Q1 2025.

Based on LGL Partners's 13F filing for Q1 2025, filed 15 May 2025.