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SYM Financial Corp’s Schwab International Equity ETF SCHF Stock Holding History

SYM Financial Corp’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 		– Sell
-1,593
Closed -$35.2K – 457
2025
Q2 		$35.2K Buy
+1,593
New +$33.2K ﹤0.01% 371
2025
Q1 		– Sell
-1,258
Closed -$23.3K – 379
2024
Q4 		$23.3K Hold
1,258
– – ﹤0.01% 299
2024
Q3 		$25.9K Hold
1,258
– – ﹤0.01% 239
2024
Q2 		$24.2K Buy
+1,258
New +$24.3K ﹤0.01% 227
2023
Q3 		– Sell
-50
Closed -$891 – 196
2023
Q2 		$891 Sell
50
-38
-43% -$675 ﹤0.01% 118
2023
Q1 		$1.53K Buy
+88
New +$1.51K ﹤0.01% 103
2022
Q4 		– Sell
-58
Closed -$1K – 128
2022
Q3 		$1K Buy
+58
New +$910 ﹤0.01% 100
2022
Q2 		– Sell
-30
Closed -$1K – 126
2022
Q1 		$1K Buy
+30
New +$558 ﹤0.01% 112
2021
Q1 		– Sell
-2,134
Closed -$38K – 88
2020
Q4 		$38K Buy
2,134
+766
+56% +$12.9K 0.03% 62
2020
Q3 		$21K Buy
+1,368
New +$21.5K 0.02% 59

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Financial Engines Advisors
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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 $104B AUM 28.3% 1-Year Est. Return
Betterment LLC
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
Corient Private Wealth Miami, Florida $72.2B AUM 27.85% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return

SYM Financial Corp's SCHF Position: Q3 2025 in Review

SYM Financial Corp sold out of Schwab International Equity ETF (SCHF) in Q3 2025, closing a stake of 1,593 shares — an estimated $35.2K sold.

SYM Financial Corp first reported a position in SCHF in Q3 2020 and held it in 10 quarters. The position peaked at $38K in Q4 2020. 1,396 funds tracked by Wall St. Rank hold SCHF as of Q3 2025.

  • SYM Financial Corp reported no remaining Schwab International Equity ETF position as of Q3 2025 after selling out during the quarter.
  • SYM Financial Corp sold 1,593 Schwab International Equity ETF shares in Q3 2025, an estimated $35.2K.
  • SYM Financial Corp first reported a position in Schwab International Equity ETF in Q3 2020 and held it in 10 quarters.
  • SYM Financial Corp's Schwab International Equity ETF position peaked at $38K in Q4 2020.
  • 1,396 funds tracked by Wall St. Rank held Schwab International Equity ETF as of Q3 2025.

Based on SYM Financial Corp's 13F filing for Q3 2025, filed 3 Nov 2025.