Brio Consultants’s Schwab International Equity ETF SCHF Stock Holding History

Brio Consultants’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	$1.77M	Sell	66,256 -3,682	-5%	-$93.7K	0.22%	59
2025 Q4	$1.68M	Buy	69,938 +11,184	+19%	+$266K	0.22%	58
2025 Q3	$1.37M	Sell	58,754 -3,780	-6%	-$85.4K	0.19%	60
2025 Q2	$1.38M	Buy	62,534 +42,441	+211%	+$884K	0.2%	59
2025 Q1	$397K	Buy	20,093 +3,530	+21%	+$69.2K	0.06%	85
2024 Q4	$306K	Buy	16,563 +3,665	+28%	+$71.6K	0.05%	93
2024 Q3	$265K	Hold	12,898	–	–	0.04%	94
2024 Q2	$248K	Hold	12,898	–	–	0.04%	93
2024 Q1	$252K	Hold	12,898	–	–	0.04%	89
2023 Q4	$238K	Hold	12,898	–	–	0.04%	94
2023 Q3	$219K	Sell	12,898 -426	-3%	-$7.53K	0.04%	88
2023 Q2	$238K	Sell	13,324 -266	-2%	-$4.72K	0.04%	88
2023 Q1	$236K	Buy	13,590 +106	+0.8%	+$1.81K	0.04%	86
2022 Q4	$217K	Buy	+13,484	New	+$211K	0.04%	86
2022 Q3	–	Sell	-290,696	Closed	-$4.48M	–	102
2022 Q2	$4.48M	Sell	290,696 -382,430	-57%	-$6.51M	1.02%	26
2022 Q1	$12.4M	Buy	+673,126	New	+$12.5M	2.64%	10

Other funds holding SCHF

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Empower Advisory Group Greenwood Village, Colorado $38.5B AUM 18.4% 1-Year Est. Return

Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return

Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

Corient Private Wealth Miami, Florida $69.9B AUM 22.19% 1-Year Est. Return

MMA

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

US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return

Brio Consultants's SCHF Position: Q1 2026 in Review

Brio Consultants reduced its Schwab International Equity ETF (SCHF) stake by 5.3% in Q1 2026, selling an estimated $93.7K and leaving 66,256 shares worth $1.77M. The position accounts for 0.22% of the portfolio, ranked #59.

Brio Consultants first reported a position in SCHF in Q1 2022 and has held it in 16 quarters since. The position peaked at $12.4M in Q1 2022. 1,590 funds tracked by Wall St. Rank hold SCHF as of Q1 2026.

Brio Consultants held 66,256 shares of Schwab International Equity ETF worth $1.77M as of Q1 2026.
Brio Consultants sold 3,682 Schwab International Equity ETF shares in Q1 2026, an estimated $93.7K.
Schwab International Equity ETF made up 0.22% of Brio Consultants's portfolio in Q1 2026, its #59 holding.
Brio Consultants first reported a position in Schwab International Equity ETF in Q1 2022 and has held it in 16 quarters since.
Brio Consultants's Schwab International Equity ETF position peaked at $12.4M in Q1 2022.
1,590 funds tracked by Wall St. Rank held Schwab International Equity ETF as of Q1 2026.

Based on Brio Consultants's 13F filing for Q1 2026, filed 6 May 2026.