Avantax Planning Partners’s Schwab International Equity ETF SCHF Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $181M | Buy |
7,317,057
+118,781
| +2% | +$3.02M | 4.97% | 3 |
|
|
2025
Q4 | $173M | Buy |
7,198,276
+521,172
| +8% | +$12.4M | 4.84% | 5 |
|
|
2025
Q3 | $155M | Buy |
6,677,104
+397,941
| +6% | +$8.99M | 4.46% | 5 |
|
|
2025
Q2 | $139M | Sell |
6,279,163
-161,228
| -3% | -$3.36M | 4.4% | 5 |
|
|
2025
Q1 | $127M | Buy |
6,440,391
+479,886
| +8% | +$9.41M | 4.51% | 5 |
|
|
2024
Q4 | $110M | Buy |
5,960,505
+414,217
| +7% | +$8.09M | 3.98% | 5 |
|
|
2024
Q3 | $114M | Sell |
5,546,288
-555,474
| -9% | -$11M | 4.09% | 5 |
|
|
2024
Q2 | $117M | Buy |
6,101,762
+482,284
| +9% | +$9.33M | 3.77% | 5 |
|
|
2024
Q1 | $110M | Buy |
5,619,478
+429,568
| +8% | +$8.03M | 3.55% | 5 |
|
|
2023
Q4 | $95.9M | Sell |
5,189,910
-603,458
| -10% | -$10.5M | 3.65% | 5 |
|
|
2023
Q3 | $98.4M | Buy |
5,793,368
+383,466
| +7% | +$6.77M | 4.12% | 5 |
|
|
2023
Q2 | $96.4M | Buy |
5,409,902
+425,696
| +9% | +$7.56M | 3.83% | 5 |
|
|
2023
Q1 | $86.7M | Buy |
4,984,206
+2,547,348
| +105% | +$43.6M | 3.52% | 5 |
|
|
2022
Q4 | $39.2M | Buy |
2,436,858
+187,674
| +8% | +$2.93M | 1.56% | 11 |
|
|
2022
Q3 | $31.6M | Buy |
2,249,184
+139,154
| +7% | +$2.18M | 1.42% | 11 |
|
|
2022
Q2 | $33.2M | Sell |
2,110,030
-482,214
| -19% | -$8.21M | 1.42% | 12 |
|
|
2022
Q1 | $47.6M | Buy |
2,592,244
+283,918
| +12% | +$5.28M | 1.89% | 8 |
|
|
2021
Q4 | $44.9M | Buy |
2,308,326
+88,480
| +4% | +$1.74M | 1.85% | 8 |
|
|
2021
Q3 | $43M | Buy |
2,219,846
+220,322
| +11% | +$4.38M | 1.98% | 8 |
|
|
2021
Q2 | $39.4M | Buy |
1,999,524
+106,744
| +6% | +$2.11M | 1.85% | 8 |
|
|
2021
Q1 | $35.6M | Buy |
1,892,780
+452,662
| +31% | +$8.44M | 1.84% | 7 |
|
|
2020
Q4 | $25.9M | Buy |
1,440,118
+41,978
| +3% | +$708K | 1.33% | 7 |
|
|
2020
Q3 | $22M | Buy |
1,398,140
+74,064
| +6% | +$1.16M | 1.16% | 7 |
|
|
2020
Q2 | $19.7M | Buy |
1,324,076
+427,658
| +48% | +$6.01M | 1.11% | 8 |
|
|
2020
Q1 | $11.6M | Buy |
896,418
+190,912
| +27% | +$2.94M | 0.81% | 6 |
|
|
2019
Q4 | $11.9M | Buy |
705,506
+33,740
| +5% | +$555K | 0.7% | 9 |
|
|
2019
Q3 | $10.7M | Buy |
671,766
+43,556
| +7% | +$685K | 0.66% | 9 |
|
|
2019
Q2 | $10.1M | Buy |
628,210
+75,224
| +14% | +$1.19M | 0.65% | 10 |
|
|
2019
Q1 | $8.66M | Buy |
552,986
+161,812
| +41% | +$2.47M | 0.6% | 12 |
|
|
2018
Q4 | $5.54M | Sell |
391,174
-54,434
| -12% | -$833K | 0.42% | 23 |
|
|
2018
Q3 | $7.47M | Buy |
445,608
+32,286
| +8% | +$537K | 0.6% | 12 |
|
|
2018
Q2 | $6.83M | Buy |
413,322
+31,464
| +8% | +$535K | 0.61% | 12 |
|
|
2018
Q1 | $6.44M | Buy |
381,858
+103,776
| +37% | +$1.79M | 0.55% | 13 |
|
|
2017
Q4 | $4.74M | Sell |
278,082
-19,000
| -6% | -$323K | 0.43% | 14 |
|
|
2017
Q3 | $4.97M | Buy |
297,082
+37,552
| +14% | +$613K | 0.39% | 21 |
|
|
2017
Q2 | $4.12M | Buy |
259,530
+89,728
| +53% | +$1.39M | 0.35% | 27 |
|
|
2017
Q1 | $2.54M | Buy |
169,802
+4,926
| +3% | +$71.5K | 0.23% | 41 |
|
|
2016
Q4 | $2.28M | Buy |
+164,876
| New | +$2.31M | 0.24% | 37 |
|
Other funds holding SCHF
MMA
Avantax Planning Partners's SCHF Position: Q1 2026 in Review
Avantax Planning Partners increased its Schwab International Equity ETF (SCHF) stake by 1.7% in Q1 2026, buying an estimated $3.02M and bringing the position to 7,317,057 shares worth $181M. The position accounts for 4.97% of the portfolio, ranked #3.
Avantax Planning Partners first reported a position in SCHF in Q4 2016 and has held it in 38 quarters since. 1,590 funds tracked by Wall St. Rank hold SCHF as of Q1 2026.
- Avantax Planning Partners held 7,317,057 shares of Schwab International Equity ETF worth $181M as of Q1 2026.
- Avantax Planning Partners bought 118,781 Schwab International Equity ETF shares in Q1 2026, an estimated $3.02M.
- Schwab International Equity ETF made up 4.97% of Avantax Planning Partners's portfolio in Q1 2026, its #3 holding.
- Avantax Planning Partners first reported a position in Schwab International Equity ETF in Q4 2016 and has held it in 38 quarters since.
- 1,590 funds tracked by Wall St. Rank held Schwab International Equity ETF as of Q1 2026.
Based on Avantax Planning Partners's 13F filing for Q1 2026, filed 4 May 2026.