Capital Planning
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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
Q3 		– Sell
-9,211
Closed -$255K – 91
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

Orgel Wealth Management
Orgel Wealth Management Altoona, Wisconsin $5.3B AUM 8.93% 1-Year Est. Return
McAdam LLC
McAdam LLC Philadelphia, Pennsylvania $2.66B AUM 14.82% 1-Year Est. Return
Rebalance
Rebalance Palo Alto, California $1.94B AUM 8.87% 1-Year Est. Return
Gemmer Asset Management
Gemmer Asset Management Walnut Creek, California $1.53B AUM 31.12% 1-Year Est. Return
Brandywine Oak Private Wealth
Brandywine Oak Private Wealth Kennett Square, Pennsylvania $1.32B AUM 13.4% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Prime Capital Investment Advisors
Prime Capital Investment Advisors Overland Park, Kansas $10.2B AUM 17.74% 1-Year Est. Return
Charles Schwab Trust
Charles Schwab Trust Henderson, Nevada $1.73B AUM 11.35% 1-Year Est. Return
TruNorth Capital Management
TruNorth Capital Management Kalamazoo, Michigan $641M AUM 11.29% 1-Year Est. Return
Farther Finance Advisors
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

Capital Planning's SCHF Position: Q3 2026 in Review

Capital Planning sold out of Schwab International Equity ETF (SCHF) in Q3 2026, closing a stake of 9,211 shares — an estimated $255K sold.

Capital Planning first reported a position in SCHF in Q4 2020 and held it in 18 quarters. The position peaked at $7.34M in Q1 2023. 613 funds tracked by Wall St. Rank hold SCHF as of Q3 2026.

  • Capital Planning reported no remaining Schwab International Equity ETF position as of Q3 2026 after selling out during the quarter.
  • Capital Planning sold 9,211 Schwab International Equity ETF shares in Q3 2026, an estimated $255K.
  • Capital Planning first reported a position in Schwab International Equity ETF in Q4 2020 and held it in 18 quarters.
  • Capital Planning's Schwab International Equity ETF position peaked at $7.34M in Q1 2023.
  • 613 funds tracked by Wall St. Rank held Schwab International Equity ETF as of Q3 2026.

Based on Capital Planning's 13F filing for Q3 2026, filed 9 Oct 2026.