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Broadview Financial Management’s Schwab International Equity ETF SCHF Stock Holding History

Broadview Financial 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
Q1 		$756K Sell
30,545
-1,500
-5% -$38.2K 0.52% 29
2025
Q4 		$770K Buy
32,045
+889
+3% +$21.1K 0.52% 29
2025
Q3 		$725K Hold
31,156
– – 0.49% 30
2025
Q2 		$689K Sell
31,156
-198
-0.6% -$4.12K 0.47% 30
2025
Q1 		$620K Hold
31,354
– – 0.46% 31
2024
Q4 		$580K Buy
31,354
+678
+2% +$13.2K 0.41% 33
2024
Q3 		$631K Buy
30,676
+286
+0.9% +$5.66K 0.43% 32
2024
Q2 		$584K Sell
30,390
-14
-0% -$271 0.43% 33
2024
Q1 		$593K Hold
30,404
– – 0.43% 33
2023
Q4 		$562K Buy
30,404
+594
+2% +$10.3K 0.43% 33
2023
Q3 		$506K Hold
29,810
– – 0.47% 29
2023
Q2 		$531K Sell
29,810
-922
-3% -$16.4K 0.45% 30
2023
Q1 		$535K Hold
30,732
– – 0.47% 31
2022
Q4 		$495K Buy
30,732
+1,600
+5% +$25K 0.44% 34
2022
Q3 		$410K Hold
29,132
– – 0.41% 33
2022
Q2 		$458K Buy
29,132
+650
+2% +$11.1K 0.43% 33
2022
Q1 		$523K Sell
28,482
-766
-3% -$14.2K 0.39% 38
2021
Q4 		$568K Buy
29,248
+642
+2% +$12.6K 0.4% 36
2021
Q3 		$554K Sell
28,606
-3,574
-11% -$71.1K 0.43% 34
2021
Q2 		$635K Sell
32,180
-1,706
-5% -$33.7K 0.48% 33
2021
Q1 		$637K Sell
33,886
-23,976
-41% -$447K 0.49% 32
2020
Q4 		$1.04M Sell
57,862
-4,282
-7% -$72.2K 0.8% 29
2020
Q3 		$976K Sell
62,144
-9,128
-13% -$143K 0.82% 27
2020
Q2 		$1.06M Sell
71,272
-9,260
-11% -$130K 0.85% 28
2020
Q1 		$1.04M Sell
80,532
-5,378
-6% -$82.7K 0.93% 27
2019
Q4 		$1.45M Sell
85,910
-2,756
-3% -$45.4K 1.01% 22
2019
Q3 		$1.41M Buy
88,666
+2,924
+3% +$46K 1.05% 21
2019
Q2 		$1.38M Buy
85,742
+2,498
+3% +$39.5K 1.04% 23
2019
Q1 		$1.3M Buy
83,244
+59,626
+252% +$909K 1.02% 24
2018
Q4 		$335K Sell
23,618
-9,600
-29% -$147K 0.3% 40
2018
Q3 		$557K Buy
33,218
+772
+2% +$12.8K 0.5% 27
2018
Q2 		$536K Buy
32,446
+3,640
+13% +$61.9K 0.52% 25
2018
Q1 		$486K Buy
28,806
+2,100
+8% +$36.2K 0.48% 25
2017
Q4 		$455K Buy
+26,706
New +$454K 0.44% 26

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 $8.53B AUM 21.43% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return

Broadview Financial Management's SCHF Position: Q1 2026 in Review

Broadview Financial Management reduced its Schwab International Equity ETF (SCHF) stake by 4.7% in Q1 2026, selling an estimated $38.2K and leaving 30,545 shares worth $756K. The position accounts for 0.52% of the portfolio, ranked #29.

Broadview Financial Management first reported a position in SCHF in Q4 2017 and has held it in 34 quarters since. The position peaked at $1.45M in Q4 2019. 1,590 funds tracked by Wall St. Rank hold SCHF as of Q1 2026.

  • Broadview Financial Management held 30,545 shares of Schwab International Equity ETF worth $756K as of Q1 2026.
  • Broadview Financial Management sold 1,500 Schwab International Equity ETF shares in Q1 2026, an estimated $38.2K.
  • Schwab International Equity ETF made up 0.52% of Broadview Financial Management's portfolio in Q1 2026, its #29 holding.
  • Broadview Financial Management first reported a position in Schwab International Equity ETF in Q4 2017 and has held it in 34 quarters since.
  • Broadview Financial Management's Schwab International Equity ETF position peaked at $1.45M in Q4 2019.
  • 1,590 funds tracked by Wall St. Rank held Schwab International Equity ETF as of Q1 2026.

Based on Broadview Financial Management's 13F filing for Q1 2026, filed 4 May 2026.