AWE
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Avidian Wealth Enterprises’s Schwab International Equity ETF SCHF Stock Holding History

Avidian Wealth Enterprises’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
Q1 		$31.2M Sell
1,261,856
-133,794
-10% -$3.4M 0.99% 22
2025
Q4 		$33.6M Buy
1,395,650
+16,609
+1% +$395K 1.22% 18
2025
Q3 		$32.1M Sell
1,379,041
-13,547
-1% -$306K 1.21% 18
2025
Q2 		$30.8M Sell
1,392,588
-775
-0.1% -$16.1K 1.25% 18
2025
Q1 		$27.6M Buy
1,393,363
+12,569
+0.9% +$247K 1.23% 17
2024
Q4 		$25.5M Buy
1,380,794
+58,032
+4% +$1.13M 1.15% 17
2024
Q3 		$27.2M Buy
1,322,762
+41,482
+3% +$820K 1.23% 17
2024
Q2 		$24.6M Buy
1,281,280
+232,034
+22% +$4.49M 1.02% 19
2024
Q1 		$20.5M Buy
1,049,246
+179,554
+21% +$3.36M 0.99% 21
2023
Q4 		$16.1M Buy
869,692
+322,408
+59% +$5.59M 0.99% 19
2023
Q3 		$9.29M Buy
547,284
+31,452
+6% +$556K 0.65% 35
2023
Q2 		$9.19M Buy
515,832
+500,314
+3,224% +$8.89M 0.6% 37
2023
Q1 		$270K Buy
15,518
+280
+2% +$4.79K 0.01% 405
2022
Q4 		$245K Sell
15,238
-44
-0.3% -$687 0.02% 397
2022
Q3 		$215K Sell
15,282
-27,920
-65% -$438K 0.02% 381
2022
Q2 		$679K Sell
43,202
-4
-0% -$68 0.05% 220
2022
Q1 		$793K Sell
43,206
-5,156
-11% -$95.8K 0.05% 229
2021
Q4 		$940K Buy
+48,362
New +$950K 0.06% 197

Other funds holding SCHF

Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Empower Advisory Group
Empower Advisory Group Greenwood Village, Colorado $38.5B AUM 18.4% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
Corient Private Wealth
Corient Private Wealth Miami, Florida $69.9B AUM 22.19% 1-Year Est. Return
MMA
Miracle Mile Advisors Los Angeles, California $7.29B AUM 16.22% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return

Avidian Wealth Enterprises's SCHF Position: Q1 2026 in Review

Avidian Wealth Enterprises reduced its Schwab International Equity ETF (SCHF) stake by 9.6% in Q1 2026, selling an estimated $3.4M and leaving 1,261,856 shares worth $31.2M. The position accounts for 0.99% of the portfolio, ranked #22.

Avidian Wealth Enterprises first reported a position in SCHF in Q4 2021 and has held it in 18 quarters since. The position peaked at $33.6M in Q4 2025. 1,590 funds tracked by Wall St. Rank hold SCHF as of Q1 2026.

  • Avidian Wealth Enterprises held 1,261,856 shares of Schwab International Equity ETF worth $31.2M as of Q1 2026.
  • Avidian Wealth Enterprises sold 133,794 Schwab International Equity ETF shares in Q1 2026, an estimated $3.4M.
  • Schwab International Equity ETF made up 0.99% of Avidian Wealth Enterprises's portfolio in Q1 2026, its #22 holding.
  • Avidian Wealth Enterprises first reported a position in Schwab International Equity ETF in Q4 2021 and has held it in 18 quarters since.
  • Avidian Wealth Enterprises's Schwab International Equity ETF position peaked at $33.6M in Q4 2025.
  • 1,590 funds tracked by Wall St. Rank held Schwab International Equity ETF as of Q1 2026.

Based on Avidian Wealth Enterprises's 13F filing for Q1 2026, filed 7 May 2026.