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Base Wealth Management’s Schwab International Equity ETF SCHF Stock Holding History

Base Wealth 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
Q2 		– Sell
-68,499
Closed -$1.35M – 58
2025
Q1 		$1.35M Buy
+68,499
New +$1.34M 1.03% 22

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Financial Engines Advisors
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Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return
WANY
Wealthspire Advisors (New York) New York $18.2B AUM 21.48% 1-Year Est. Return
Corient Private Wealth
Corient Private Wealth Miami, Florida $72.2B AUM 27.85% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return

Base Wealth Management's SCHF Position: Q2 2025 in Review

Base Wealth Management sold out of Schwab International Equity ETF (SCHF) in Q2 2025, closing a stake of 68,499 shares — an estimated $1.35M sold.

Base Wealth Management first reported a position in SCHF in Q1 2025 and held it in 1 quarter. The position peaked at $1.35M in Q1 2025. 1,364 funds tracked by Wall St. Rank hold SCHF as of Q2 2025.

  • Base Wealth Management reported no remaining Schwab International Equity ETF position as of Q2 2025 after selling out during the quarter.
  • Base Wealth Management sold 68,499 Schwab International Equity ETF shares in Q2 2025, an estimated $1.35M.
  • Base Wealth Management first reported a position in Schwab International Equity ETF in Q1 2025 and held it in 1 quarter.
  • Base Wealth Management's Schwab International Equity ETF position peaked at $1.35M in Q1 2025.
  • 1,364 funds tracked by Wall St. Rank held Schwab International Equity ETF as of Q2 2025.

Based on Base Wealth Management's 13F filing for Q2 2025, filed 19 Sep 2025.