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Calton & Associates’s Schwab International Equity ETF SCHF Stock Holding History

Calton & Associates’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 		– Sell
-49,518
Closed -$1.09M – 455
2025
Q2 		$1.09M Buy
49,518
+564
+1% +$11.7K 0.19% 97
2025
Q1 		$968K Buy
+48,954
New +$960K 0.22% 91

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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

Calton & Associates's SCHF Position: Q3 2025 in Review

Calton & Associates sold out of Schwab International Equity ETF (SCHF) in Q3 2025, closing a stake of 49,518 shares — an estimated $1.09M sold.

Calton & Associates first reported a position in SCHF in Q1 2025 and held it in 2 quarters. The position peaked at $1.09M in Q2 2025. 1,398 funds tracked by Wall St. Rank hold SCHF as of Q3 2025.

  • Calton & Associates reported no remaining Schwab International Equity ETF position as of Q3 2025 after selling out during the quarter.
  • Calton & Associates sold 49,518 Schwab International Equity ETF shares in Q3 2025, an estimated $1.09M.
  • Calton & Associates first reported a position in Schwab International Equity ETF in Q1 2025 and held it in 2 quarters.
  • Calton & Associates's Schwab International Equity ETF position peaked at $1.09M in Q2 2025.
  • 1,398 funds tracked by Wall St. Rank held Schwab International Equity ETF as of Q3 2025.

Based on Calton & Associates's 13F filing for Q3 2025, filed 7 Nov 2025.