Aspen Investment Management’s Schwab International Equity ETF SCHF Stock Holding History

Aspen Investment 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
2026 Q2	$2.04M	Sell	73,677 -1,382	-2%	-$37.3K	0.55%	57
2026 Q1	$1.86M	Sell	75,059 -400	-0.5%	-$10.2K	0.57%	59
2025 Q4	$1.81M	Buy	75,459 +654	+0.9%	+$15.5K	0.55%	55
2025 Q3	$1.74M	Hold	74,805	–	–	0.67%	42
2025 Q2	$1.65M	Sell	74,805 -88	-0.1%	-$1.83K	0.7%	43
2025 Q1	$1.48M	Sell	74,893 -1,800	-2%	-$35.3K	0.68%	48
2024 Q4	$1.42M	Sell	76,693 -1,065	-1%	-$20.8K	0.66%	48
2024 Q3	$1.6M	Sell	77,758 -322	-0.4%	-$6.37K	0.75%	44
2024 Q2	$1.5M	Buy	78,080 +138	+0.2%	+$2.67K	0.75%	42
2024 Q1	$1.52M	Sell	77,942 -742	-0.9%	-$13.9K	0.77%	42
2023 Q4	$1.45M	Buy	78,684 +172	+0.2%	+$2.98K	0.81%	39
2023 Q3	$1.33M	Sell	78,512 -2,078	-3%	-$36.7K	0.81%	36
2023 Q2	$1.44M	Buy	80,590 +188	+0.2%	+$3.34K	0.85%	33
2023 Q1	$1.4M	Sell	80,402 -420	-0.5%	-$7.19K	0.89%	31
2022 Q4	$1.3M	Sell	80,822 -2,572	-3%	-$40.2K	0.85%	35
2022 Q3	$1.17M	Sell	83,394 -1,160	-1%	-$18.2K	0.78%	42
2022 Q2	$1.33M	Sell	84,554 -788	-0.9%	-$13.4K	0.83%	34
2022 Q1	$1.57M	Sell	85,342 -3,048	-3%	-$56.7K	0.82%	37
2021 Q4	$1.72M	Buy	88,390 +32	+0%	+$628	0.85%	32
2021 Q3	$1.71M	Sell	88,358 -1,858	-2%	-$37K	0.9%	31
2021 Q2	$1.78M	Buy	90,216 +212	+0.2%	+$4.19K	0.93%	32
2021 Q1	$1.69M	Sell	90,004 -400	-0.4%	-$7.46K	0.94%	34
2020 Q4	$1.63M	Buy	90,404 +188	+0.2%	+$3.17K	0.96%	31
2020 Q3	$1.42M	Buy	90,216 +200	+0.2%	+$3.14K	0.94%	32
2020 Q2	$1.34M	Sell	90,016 -1,092	-1%	-$15.3K	0.96%	31
2020 Q1	$1.18M	Sell	91,108 -42,252	-32%	-$650K	1.02%	26
2019 Q4	$2.24M	Sell	133,360 -442	-0.3%	-$7.27K	1.4%	16
2019 Q3	$2.13M	Sell	133,802 -7,122	-5%	-$112K	1.42%	13
2019 Q2	$2.26M	Sell	140,924 -1,540	-1%	-$24.4K	1.49%	13
2019 Q1	$2.23M	Buy	142,464 +1,628	+1%	+$24.8K	1.56%	11
2018 Q4	$2M	Buy	140,836 +22,446	+19%	+$343K	1.6%	12
2018 Q3	$1.99M	Buy	118,390 +20,622	+21%	+$343K	1.31%	14
2018 Q2	$1.62M	Sell	97,768 -117,140	-55%	-$1.99M	1.12%	21
2018 Q1	$3.62M	Buy	214,908 +15,118	+8%	+$260K	2.6%	6
2017 Q4	$3.4M	Buy	199,790 +33,970	+20%	+$578K	2.42%	5
2017 Q3	$2.77M	Buy	165,820 +6,080	+4%	+$99.2K	2.06%	7
2017 Q2	$2.54M	Buy	159,740 +18,190	+13%	+$282K	1.91%	10
2017 Q1	$2.11M	Buy	141,550 +123,726	+694%	+$1.8M	1.57%	12
2016 Q4	$247K	Buy	+17,824	New	+$250K	0.19%	115
2016 Q2	–	Sell	-14,738	Closed	-$200K	–	129
2016 Q1	$200K	Sell	14,738 -340	-2%	-$4.41K	0.18%	117
2015 Q4	$208K	Buy	15,078 +346	+2%	+$4.96K	0.21%	113
2015 Q3	$202K	Buy	14,732 +714	+5%	+$10.5K	0.2%	116
2015 Q2	$214K	Buy	+14,018	New	+$220K	0.18%	118
2014 Q3	–	Sell	-12,178	Closed	-$201K	–	129
2014 Q2	$201K	Buy	+12,178	New	+$196K	0.12%	133

Other funds holding SCHF

MMA

Miracle Mile Advisors Los Angeles, California $8.53B AUM 21.43% 1-Year Est. Return

OWM

Orgel Wealth Management Altoona, Wisconsin $5.27B AUM 16.18% 1-Year Est. Return

Rebalance Palo Alto, California $1.91B AUM 16.23% 1-Year Est. Return

GAM

Gemmer Asset Management Walnut Creek, California $1.49B AUM 42.66% 1-Year Est. Return

BOPW

Brandywine Oak Private Wealth Kennett Square, Pennsylvania $1.32B AUM 20.76% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

CST

Charles Schwab Trust Henderson, Nevada $1.79B AUM 17.47% 1-Year Est. Return

TCM

TruNorth Capital Management Kalamazoo, Michigan $623M AUM 18.62% 1-Year Est. Return

MTC

Matrix Trust Company Denver, Colorado $690M AUM 19.61% 1-Year Est. Return

Financial Consulate Hunt Valley, Maryland $899M AUM 20.23% 1-Year Est. Return

Aspen Investment Management's SCHF Position: Q2 2026 in Review

Aspen Investment Management reduced its Schwab International Equity ETF (SCHF) stake by 1.8% in Q2 2026, selling an estimated $37.3K and leaving 73,677 shares worth $2.04M. The position accounts for 0.55% of the portfolio, ranked #57.

Aspen Investment Management first reported a position in SCHF in Q2 2014 and has held it in 44 quarters since. The position peaked at $3.62M in Q1 2018. 557 funds tracked by Wall St. Rank hold SCHF as of Q2 2026.

Aspen Investment Management held 73,677 shares of Schwab International Equity ETF worth $2.04M as of Q2 2026.
Aspen Investment Management sold 1,382 Schwab International Equity ETF shares in Q2 2026, an estimated $37.3K.
Schwab International Equity ETF made up 0.55% of Aspen Investment Management's portfolio in Q2 2026, its #57 holding.
Aspen Investment Management first reported a position in Schwab International Equity ETF in Q2 2014 and has held it in 44 quarters since.
Aspen Investment Management's Schwab International Equity ETF position peaked at $3.62M in Q1 2018.
557 funds tracked by Wall St. Rank held Schwab International Equity ETF as of Q2 2026.

Based on Aspen Investment Management's 13F filing for Q2 2026, filed 17 Jul 2026.