Lion Street Advisors’s Schwab International Equity ETF SCHF Stock Holding History

Lion Street 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
2025 Q3	$2.02M	Sell	50,465 -39,727	-44%	-$897K	0.7%	17
2025 Q2	$1.99M	Hold	90,192	–	–	0.6%	29
2025 Q1	$1.78M	Buy	90,192 +15,000	+20%	+$294K	0.57%	32
2024 Q4	$1.39M	Sell	75,192 -12,000	-14%	-$234K	0.44%	43
2024 Q3	$1.79M	Sell	87,192 -22,432	-20%	-$444K	0.62%	28
2024 Q2	$2.11M	Sell	109,624 -35,000	-24%	-$677K	0.78%	26
2024 Q1	$2.67M	Hold	144,624	–	–	1.09%	16
2023 Q4	$2.67M	Buy	144,624 +60,172	+71%	+$1.04M	1.09%	16
2023 Q3	$1.43M	Sell	84,452 -16,478	-16%	-$291K	0.47%	37
2023 Q2	$2.02M	Sell	100,930 -14,378	-12%	-$255K	0.68%	17
2023 Q1	$2.01M	Buy	+115,308	New	+$1.97M	0.62%	18

Other funds holding SCHF

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Empower Advisory Group Greenwood Village, Colorado $41.9B AUM 18.91% 1-Year Est. Return

Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return

Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return

Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return

WANY

Wealthspire Advisors (New York) New York $18.2B AUM 21.48% 1-Year Est. Return

Corient Private Wealth Miami, Florida $72.2B AUM 27.85% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return

Lion Street Advisors's SCHF Position: Q3 2025 in Review

Lion Street Advisors reduced its Schwab International Equity ETF (SCHF) stake by 44% in Q3 2025, selling an estimated $897K and leaving 50,465 shares worth $2.02M. The position accounts for 0.7% of the portfolio, ranked #17.

Lion Street Advisors first reported a position in SCHF in Q1 2023 and has held it in 11 quarters since. The position peaked at $2.67M in Q1 2024. 1,396 funds tracked by Wall St. Rank hold SCHF as of Q3 2025.

Lion Street Advisors held 50,465 shares of Schwab International Equity ETF worth $2.02M as of Q3 2025.
Lion Street Advisors sold 39,727 Schwab International Equity ETF shares in Q3 2025, an estimated $897K.
Schwab International Equity ETF made up 0.7% of Lion Street Advisors's portfolio in Q3 2025, its #17 holding.
Lion Street Advisors first reported a position in Schwab International Equity ETF in Q1 2023 and has held it in 11 quarters since.
Lion Street Advisors's Schwab International Equity ETF position peaked at $2.67M in Q1 2024.
1,396 funds tracked by Wall St. Rank held Schwab International Equity ETF as of Q3 2025.

Based on Lion Street Advisors's 13F filing for Q3 2025, filed 10 Nov 2025.