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Burt Wealth Advisors’s Schwab International Equity ETF SCHF Stock Holding History

Burt Wealth Advisors’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
Q3 		$283K Buy
12,149
+2,325
+24% +$52.5K 0.07% 100
2025
Q2 		$217K Buy
+9,824
New +$205K 0.05% 111
2024
Q4 		– Sell
-9,782
Closed -$201K – 117
2024
Q3 		$201K Buy
+9,782
New +$193K 0.05% 118
2024
Q2 		– Sell
-10,586
Closed -$207K – 123
2024
Q1 		$207K Buy
+10,586
New +$198K 0.05% 116
2021
Q1 		– Sell
-9,938
Closed -$179K – 300
2020
Q4 		$179K Hold
9,938
– – 0.06% 95
2020
Q3 		$156K Sell
9,938
-1,596
-14% -$25.1K 0.06% 98
2020
Q2 		$172K Sell
11,534
-100
-0.9% -$1.41K 0.07% 91
2020
Q1 		$150K Sell
11,634
-1,460
-11% -$22.5K 0.07% 93
2019
Q4 		$220K Buy
13,094
+2
+0% +$33 0.09% 78
2019
Q3 		$209K Buy
13,092
+468
+4% +$7.36K 0.09% 81
2019
Q2 		$203K Sell
12,624
-604
-5% -$9.56K 0.09% 80
2019
Q1 		$207K Buy
13,228
+2,602
+24% +$39.7K 0.09% 78
2018
Q4 		$151K Sell
10,626
-1,572
-13% -$24.1K 0.07% 97
2018
Q3 		$204K Buy
12,198
+1,900
+18% +$31.6K 0.09% 83
2018
Q2 		$170K Buy
10,298
+44
+0.4% +$748 0.08% 92
2018
Q1 		$173K Buy
10,254
+1,404
+16% +$24.2K 0.09% 85
2017
Q4 		$151K Buy
8,850
+368
+4% +$6.26K 0.09% 97
2017
Q3 		$142K Sell
8,482
-612
-7% -$9.98K 0.09% 99
2017
Q2 		$144K Buy
9,094
+1,106
+14% +$17.2K 0.1% 93
2017
Q1 		$119K Buy
7,988
+1,272
+19% +$18.5K 0.09% 97
2016
Q4 		$93K Buy
6,716
+218
+3% +$3.06K 0.08% 121
2016
Q3 		$93K Buy
6,498
+106
+2% +$1.5K 0.1% 108
2016
Q2 		$86K Buy
6,392
+518
+9% +$7.09K 0.1% 110
2016
Q1 		$80K Buy
5,874
+438
+8% +$5.68K 0.07% 129
2015
Q4 		$74K Sell
5,436
-156
-3% -$2.24K 0.06% 121
2015
Q3 		$78K Buy
5,592
+420
+8% +$6.17K 0.1% 108
2015
Q2 		$79K Hold
5,172
– – 0.09% 119
2015
Q1 		$78K Hold
5,172
– – 0.08% 112
2014
Q4 		$75K Buy
+5,172
New +$77.9K 0.08% 115

Other funds holding SCHF

Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
Empower Advisory Group
Empower Advisory Group Greenwood Village, Colorado $41.9B AUM 18.91% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return
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
HighTower Advisors
HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $59.1B AUM 18.41% 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

Burt Wealth Advisors's SCHF Position: Q3 2025 in Review

Burt Wealth Advisors increased its Schwab International Equity ETF (SCHF) stake by 24% in Q3 2025, buying an estimated $52.5K and bringing the position to 12,149 shares worth $283K. The position accounts for 0.07% of the portfolio, ranked #100.

Burt Wealth Advisors first reported a position in SCHF in Q4 2014 and has held it in 29 quarters since. 1,396 funds tracked by Wall St. Rank hold SCHF as of Q3 2025.

  • Burt Wealth Advisors held 12,149 shares of Schwab International Equity ETF worth $283K as of Q3 2025.
  • Burt Wealth Advisors bought 2,325 Schwab International Equity ETF shares in Q3 2025, an estimated $52.5K.
  • Schwab International Equity ETF made up 0.07% of Burt Wealth Advisors's portfolio in Q3 2025, its #100 holding.
  • Burt Wealth Advisors first reported a position in Schwab International Equity ETF in Q4 2014 and has held it in 29 quarters since.
  • 1,396 funds tracked by Wall St. Rank held Schwab International Equity ETF as of Q3 2025.

Based on Burt Wealth Advisors's 13F filing for Q3 2025, filed 5 Nov 2025.