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

Capital 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	$255K	Sell	9,211 -8,089	-47%	-$218K	0.07%	77
2026 Q1	$428K	Sell	17,300 -3,943	-19%	-$100K	0.14%	54
2025 Q4	$517K	Buy	21,243 +3,424	+19%	+$81.4K	0.15%	55
2025 Q3	$415K	Sell	17,819 -11,435	-39%	-$258K	0.12%	58
2025 Q2	$647K	Buy	29,254 +3,588	+14%	+$74.7K	0.2%	41
2025 Q1	$508K	Buy	+25,666	New	+$503K	0.14%	60
2024 Q4	–	Sell	-35,840	Closed	-$737K	–	99
2024 Q3	$737K	Sell	35,840 -138	-0.4%	-$2.73K	0.21%	51
2024 Q2	$698K	Sell	35,978 -3,220	-8%	-$62.3K	0.21%	47
2024 Q1	$765K	Sell	39,198 -54,342	-58%	-$1.02M	0.25%	47
2023 Q4	$1.73M	Buy	93,540 +20,276	+28%	+$352K	0.61%	33
2023 Q3	$1.24M	Sell	73,264 -167,330	-70%	-$2.96M	0.49%	39
2023 Q2	$4.29M	Sell	240,594 -181,112	-43%	-$3.22M	1.67%	20
2023 Q1	$7.34M	Sell	421,706 -4,306	-1%	-$73.7K	3.03%	9
2022 Q4	$6.86M	Buy	+426,012	New	+$6.65M	3.05%	11
2021 Q4	–	Sell	-208,704	Closed	-$4.04M	–	75
2021 Q3	$4.04M	Buy	208,704 +110,726	+113%	+$2.2M	1.65%	21
2021 Q2	$1.93M	Sell	97,978 -75,726	-44%	-$1.5M	0.82%	28
2021 Q1	$3.27M	Buy	173,704 +36,396	+27%	+$679K	1.44%	23
2020 Q4	$2.47M	Buy	+137,308	New	+$2.32M	1.16%	27

Other funds holding SCHF

MMA

Miracle Mile Advisors Los Angeles, California $8.53B AUM 21.43% 1-Year Est. Return

OWM

Orgel Wealth Management Altoona, Wisconsin $5.27B AUM 16.18% 1-Year Est. Return

Rebalance Palo Alto, California $1.91B AUM 16.23% 1-Year Est. Return

GAM

Gemmer Asset Management Walnut Creek, California $1.49B AUM 42.66% 1-Year Est. Return

BOPW

Brandywine Oak Private Wealth Kennett Square, Pennsylvania $1.32B AUM 20.76% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

CST

Charles Schwab Trust Henderson, Nevada $1.79B AUM 17.47% 1-Year Est. Return

TCM

TruNorth Capital Management Kalamazoo, Michigan $623M AUM 18.62% 1-Year Est. Return

MTC

Matrix Trust Company Denver, Colorado $690M AUM 19.61% 1-Year Est. Return

Financial Consulate Hunt Valley, Maryland $899M AUM 20.23% 1-Year Est. Return

Capital Planning's SCHF Position: Q2 2026 in Review

Capital Planning reduced its Schwab International Equity ETF (SCHF) stake by 47% in Q2 2026, selling an estimated $218K and leaving 9,211 shares worth $255K. The position accounts for 0.07% of the portfolio, ranked #77.

Capital Planning first reported a position in SCHF in Q4 2020 and has held it in 18 quarters since. The position peaked at $7.34M in Q1 2023. 593 funds tracked by Wall St. Rank hold SCHF as of Q2 2026.

Capital Planning held 9,211 shares of Schwab International Equity ETF worth $255K as of Q2 2026.
Capital Planning sold 8,089 Schwab International Equity ETF shares in Q2 2026, an estimated $218K.
Schwab International Equity ETF made up 0.07% of Capital Planning's portfolio in Q2 2026, its #77 holding.
Capital Planning first reported a position in Schwab International Equity ETF in Q4 2020 and has held it in 18 quarters since.
Capital Planning's Schwab International Equity ETF position peaked at $7.34M in Q1 2023.
593 funds tracked by Wall St. Rank held Schwab International Equity ETF as of Q2 2026.

Based on Capital Planning's 13F filing for Q2 2026, filed 22 Jul 2026.