Liberty Wealth Management’s Schwab International Equity ETF SCHF Stock Holding History

Liberty Wealth Management’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	-11,210	Closed	-$207K	–	190
2024 Q4	$207K	Buy	+11,210	New	+$219K	0.03%	203
2023 Q2	–	Sell	-181,392	Closed	-$3.11M	–	226
2023 Q1	$3.11M	Buy	+181,392	New	+$3.11M	0.64%	40
2021 Q4	–	Sell	-1,788	Closed	-$35K	–	915
2021 Q3	$35K	Buy	1,788 +370	+26%	+$7.36K	0.01%	498
2021 Q2	$28K	Buy	1,418 +38	+3%	+$751	0.01%	436
2021 Q1	$25K	Hold	1,380	–	–	0.01%	421
2020 Q4	$25K	Buy	1,380 +18	+1%	+$304	0.01%	418
2020 Q3	$21K	Buy	1,362 +776	+132%	+$12.2K	0.01%	392
2020 Q2	$9K	Buy	586 +580	+9,667%	+$8.15K	0.01%	519
2020 Q1	$0	Sell	6 -2,788	-100%	-$42.9K	﹤0.01%	979
2019 Q4	$47K	Sell	2,794 -610	-18%	-$10K	0.04%	258
2019 Q3	$54K	Buy	3,404 +3,388	+21,175%	+$53.3K	0.05%	218
2019 Q2	$0	Buy	+16	New	+$253	﹤0.01%	944

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

Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 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

HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

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 Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return

Liberty Wealth Management's SCHF Position: Q1 2025 in Review

Liberty Wealth Management sold out of Schwab International Equity ETF (SCHF) in Q1 2025, closing a stake of 11,210 shares — an estimated $207K sold.

Liberty Wealth Management first reported a position in SCHF in Q2 2019 and held it in 12 quarters. The position peaked at $3.11M in Q1 2023. 1,306 funds tracked by Wall St. Rank hold SCHF as of Q1 2025.

Liberty Wealth Management reported no remaining Schwab International Equity ETF position as of Q1 2025 after selling out during the quarter.
Liberty Wealth Management sold 11,210 Schwab International Equity ETF shares in Q1 2025, an estimated $207K.
Liberty Wealth Management first reported a position in Schwab International Equity ETF in Q2 2019 and held it in 12 quarters.
Liberty Wealth Management's Schwab International Equity ETF position peaked at $3.11M in Q1 2023.
1,306 funds tracked by Wall St. Rank held Schwab International Equity ETF as of Q1 2025.

Based on Liberty Wealth Management's 13F filing for Q1 2025, filed 9 May 2025.