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Synergy Asset Management’s Schwab International Equity ETF SCHF Stock Holding History

Synergy Asset 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
-484
Closed -$19.9K – 699
2024
Q4 		$19.9K Buy
+484
New +$9.45K ﹤0.01% 364

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Betterment LLC
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HighTower Advisors
HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return
Corient Private Wealth
Corient Private Wealth Miami, Florida $72.2B AUM 27.85% 1-Year Est. Return
WANY
Wealthspire Advisors (New York) New York $18.2B AUM 21.48% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return

Synergy Asset Management's SCHF Position: Q1 2025 in Review

Synergy Asset Management sold out of Schwab International Equity ETF (SCHF) in Q1 2025, closing a stake of 484 shares — an estimated $19.9K sold.

Synergy Asset Management first reported a position in SCHF in Q4 2024 and held it in 1 quarter. The position peaked at $19.9K in Q4 2024. 1,311 funds tracked by Wall St. Rank hold SCHF as of Q1 2025.

  • Synergy Asset Management reported no remaining Schwab International Equity ETF position as of Q1 2025 after selling out during the quarter.
  • Synergy Asset Management sold 484 Schwab International Equity ETF shares in Q1 2025, an estimated $19.9K.
  • Synergy Asset Management first reported a position in Schwab International Equity ETF in Q4 2024 and held it in 1 quarter.
  • Synergy Asset Management's Schwab International Equity ETF position peaked at $19.9K in Q4 2024.
  • 1,311 funds tracked by Wall St. Rank held Schwab International Equity ETF as of Q1 2025.

Based on Synergy Asset Management's 13F filing for Q1 2025, filed 22 Apr 2025.