Caldwell Trust’s Schwab International Equity ETF SCHF Stock Holding History

Caldwell Trust’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	$72.3K	Hold	2,922	–	–	0.01%	444
2025 Q4	$70.2K	Sell	2,922 -2,922	-50%	-$69.5K	0.01%	431
2025 Q3	$136K	Hold	5,844	–	–	0.01%	361
2025 Q2	$129K	Hold	5,844	–	–	0.01%	356
2025 Q1	$116K	Hold	5,844	–	–	0.01%	367
2024 Q4	$108K	Hold	5,844	–	–	0.01%	372
2024 Q3	$120K	Hold	5,844	–	–	0.01%	367
2024 Q2	$112K	Hold	5,844	–	–	0.01%	373
2024 Q1	$114K	Hold	5,844	–	–	0.01%	369
2023 Q4	$108K	Hold	5,844	–	–	0.01%	360
2023 Q3	$99.2K	Hold	5,844	–	–	0.01%	358
2023 Q2	$104K	Hold	5,844	–	–	0.01%	359
2023 Q1	$102K	Hold	5,844	–	–	0.01%	346
2022 Q4	$94.1K	Hold	5,844	–	–	0.01%	348
2022 Q3	$82.2K	Hold	5,844	–	–	0.01%	362
2022 Q2	$91.9K	Buy	+5,844	New	+$99.5K	0.01%	367
2020 Q2	–	Sell	-336	Closed	-$4.34K	–	789
2020 Q1	$4.34K	Hold	336	–	–	﹤0.01%	711
2019 Q4	$5.65K	Buy	+336	New	+$5.53K	﹤0.01%	732

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

Caldwell Trust's SCHF Position: Q1 2026 in Review

Caldwell Trust held its Schwab International Equity ETF (SCHF) position steady in Q1 2026 at 2,922 shares worth $72.3K. The position accounts for 0.01% of the portfolio, ranked #444.

Caldwell Trust first reported a position in SCHF in Q4 2019 and has held it in 18 quarters since. The position peaked at $136K in Q3 2025. 1,590 funds tracked by Wall St. Rank hold SCHF as of Q1 2026.

Caldwell Trust held 2,922 shares of Schwab International Equity ETF worth $72.3K as of Q1 2026.
Caldwell Trust left its Schwab International Equity ETF share count unchanged in Q1 2026.
Schwab International Equity ETF made up 0.01% of Caldwell Trust's portfolio in Q1 2026, its #444 holding.
Caldwell Trust first reported a position in Schwab International Equity ETF in Q4 2019 and has held it in 18 quarters since.
Caldwell Trust's Schwab International Equity ETF position peaked at $136K in Q3 2025.
1,590 funds tracked by Wall St. Rank held Schwab International Equity ETF as of Q1 2026.

Based on Caldwell Trust's 13F filing for Q1 2026, filed 22 Apr 2026.