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BWM Planning’s Schwab International Equity ETF SCHF Stock Holding History

BWM Planning’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
Q2 		$695K Buy
25,084
+4,534
+22% +$122K 0.16% 59
2026
Q1 		$509K Hold
20,550
– – 0.13% 63
2025
Q4 		$494K Buy
+20,550
New +$489K 0.13% 64

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
MMA
Miracle Mile Advisors Los Angeles, California $8.53B AUM 21.43% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return
SCM
SCS Capital Management Boston, Massachusetts $10.6B AUM 19.73% 1-Year Est. Return

BWM Planning's SCHF Position: Q2 2026 in Review

BWM Planning increased its Schwab International Equity ETF (SCHF) stake by 22% in Q2 2026, buying an estimated $122K and bringing the position to 25,084 shares worth $695K. The position accounts for 0.16% of the portfolio, ranked #59.

BWM Planning first reported a position in SCHF in Q4 2025 and has held it in 3 quarters since. 1,667 funds tracked by Wall St. Rank hold SCHF as of Q2 2026.

  • BWM Planning held 25,084 shares of Schwab International Equity ETF worth $695K as of Q2 2026.
  • BWM Planning bought 4,534 Schwab International Equity ETF shares in Q2 2026, an estimated $122K.
  • Schwab International Equity ETF made up 0.16% of BWM Planning's portfolio in Q2 2026, its #59 holding.
  • BWM Planning first reported a position in Schwab International Equity ETF in Q4 2025 and has held it in 3 quarters since.
  • 1,667 funds tracked by Wall St. Rank held Schwab International Equity ETF as of Q2 2026.

Based on BWM Planning's 13F filing for Q2 2026, filed 23 Jul 2026.