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Schwab International Equity ETF shares owned by Lee Financial

Quarter-by-quarter ownership of Schwab International Equity ETF (SCHF) shares owned by Lee Financial from 13F filings

Historical chart of Lee Financial investment in Schwab International Equity ETF

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All positions including Schwab International Equity ETF held by Lee Financial consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Schwab International Equity ETF by Lee Financial

Quarter filed Position value Share count Share price at filing
2024-06-30 $1.8M 46k 38.68
2024-03-31 $1.6M 42k 39.02
2023-12-31 $1.6M 43k 36.96
2023-09-30 $1.8M 54k 33.96
2023-06-30 $2.5M 70k 35.65
2023-03-31 $3.0M 86k 34.80
2022-12-31 $2.9M 90k 32.21
2022-09-30 $2.5M 90k 28.13
2022-06-30 $1.1M 36k 31.46
2022-03-31 $1.4M 38k 36.71
2021-12-31 $1.5M 40k 38.87
2021-09-30 $1.5M 40k 38.69
2021-06-30 $1.6M 40k 39.45
2021-03-31 $1.5M 40k 37.63
2020-12-31 $1.4M 40k 36.01
2020-09-30 $1.3M 41k 31.40
2020-06-30 $1.5M 51k 29.76
2020-03-31 $1.9M 74k 25.84
2019-12-31 $2.7M 82k 33.63
2019-09-30 $2.8M 87k 31.85
2019-06-30 $2.9M 91k 32.10
2019-03-31 $2.8M 90k 31.31
2018-12-31 $2.5M 89k 28.35
2018-09-30 $2.7M 79k 33.52
2018-06-30 $2.6M 79k 33.05
2018-03-31 $2.5M 74k 33.71
2017-12-31 $1.9M 57k 34.07
2017-09-30 $1.9M 56k 33.48
2017-06-30 $1.6M 51k 31.77
2017-03-31 $1.1M 36k 29.87
2016-12-31 $144k 5.2k 27.69

More positions owned by Lee Financial

Ishares Tr Core S&p500 Etf (IVV)
Ishares Tr Core S&p Mcp Etf (IJH)
Schwab Strategic Tr Fundamental Us L (FNDX)
Berkshire Hathaway Inc Del Cl B New (BRK.B)
Ishares Tr S&p 500 Grwt Etf (IVW)
First Tr Exchange-traded No Amer Energy (EMLP)
Ishares Tr Short Treas Bd (SHV)
Select Sector Spdr Tr Energy (XLE)
Spdr Gold Tr Gold Shs (GLD)
Apple (AAPL)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Ishares Tr Select Divid Etf (DVY)
Schwab Strategic Tr Us Mid-cap Etf (SCHM)
Schwab Strategic Tr Fundamental Intl (FNDF)
Schwab Strategic Tr Us Lrg Cap Etf (SCHX)

View all positions for Lee Financial

Top funds holding Schwab International Equity ETF

Northwestern Mutual Wealth Management Company
Empower Advisory Group
Financial Engines Advisors L.L.C
Wealthfront Advisers
CI Private Wealth
Creative Planning
HighTower Advisors
Us Bancorp
Envestnet Asset Management
SCS Capital Management
Mercer Global Advisors
Sontag Advisory
Morgan Stanley
Mariner Wealth Advisors
Wealth Enhancement Advisory Services

View all funds holding Schwab International Equity ETF