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Cape Investment Advisory’s Schwab International Equity ETF SCHF Stock Holding History

Cape Investment Advisory’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 		$3.79M Buy
152,970
+1,138
+0.7% +$28.9K 1.26% 18
2025
Q4 		$3.65M Buy
151,832
+151,505
+46,332% +$3.6M 1.12% 16
2025
Q3 		$7.61K Sell
327
-129,471
-100% -$2.92M 0.01% 452
2025
Q2 		$2.87M Buy
129,798
+443
+0.3% +$9.22K 1.05% 19
2025
Q1 		$2.56M Sell
129,355
-6,087
-4% -$119K 1.02% 20
2024
Q4 		$2.51M Sell
135,442
-4,524
-3% -$88.3K 0.98% 22
2024
Q3 		$2.88M Buy
139,966
+654
+0.5% +$12.9K 1.17% 18
2024
Q2 		$2.68M Buy
139,312
+234
+0.2% +$4.53K 1.2% 15
2024
Q1 		$2.71M Sell
139,078
-1,060
-0.8% -$19.8K 1.27% 14
2023
Q4 		$2.59M Buy
140,138
+2,652
+2% +$46K 1.27% 13
2023
Q3 		$2.33M Sell
137,486
-286
-0.2% -$5.05K 1.32% 13
2023
Q2 		$2.46M Buy
137,772
+1,208
+0.9% +$21.5K 1.37% 11
2023
Q1 		$2.38M Buy
+136,564
New +$2.34M 1.45% 10

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 $7.29B AUM 16.22% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return

Cape Investment Advisory's SCHF Position: Q1 2026 in Review

Cape Investment Advisory increased its Schwab International Equity ETF (SCHF) stake by 0.75% in Q1 2026, buying an estimated $28.9K and bringing the position to 152,970 shares worth $3.79M. The position accounts for 1.26% of the portfolio, ranked #18.

Cape Investment Advisory first reported a position in SCHF in Q1 2023 and has held it in 13 quarters since. 1,590 funds tracked by Wall St. Rank hold SCHF as of Q1 2026.

  • Cape Investment Advisory held 152,970 shares of Schwab International Equity ETF worth $3.79M as of Q1 2026.
  • Cape Investment Advisory bought 1,138 Schwab International Equity ETF shares in Q1 2026, an estimated $28.9K.
  • Schwab International Equity ETF made up 1.26% of Cape Investment Advisory's portfolio in Q1 2026, its #18 holding.
  • Cape Investment Advisory first reported a position in Schwab International Equity ETF in Q1 2023 and has held it in 13 quarters since.
  • 1,590 funds tracked by Wall St. Rank held Schwab International Equity ETF as of Q1 2026.

Based on Cape Investment Advisory's 13F filing for Q1 2026, filed 15 May 2026.