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Capstone Wealth Management Group (Oregon)’s Schwab International Equity ETF SCHF Stock Holding History

Capstone Wealth Management Group (Oregon)’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 		$414K Sell
16,712
-400
-2% -$10.2K 0.25% 78
2025
Q4 		$411K Sell
17,112
-354
-2% -$8.41K 0.25% 74
2025
Q3 		$407K Buy
17,466
+7,891
+82% +$178K 0.26% 72
2025
Q2 		$212K Buy
+9,575
New +$199K 0.15% 99

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Northwestern Mutual Wealth Management
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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

Capstone Wealth Management Group (Oregon)'s SCHF Position: Q1 2026 in Review

Capstone Wealth Management Group (Oregon) reduced its Schwab International Equity ETF (SCHF) stake by 2.3% in Q1 2026, selling an estimated $10.2K and leaving 16,712 shares worth $414K. The position accounts for 0.25% of the portfolio, ranked #78.

Capstone Wealth Management Group (Oregon) first reported a position in SCHF in Q2 2025 and has held it in 4 quarters since. 1,590 funds tracked by Wall St. Rank hold SCHF as of Q1 2026.

  • Capstone Wealth Management Group (Oregon) held 16,712 shares of Schwab International Equity ETF worth $414K as of Q1 2026.
  • Capstone Wealth Management Group (Oregon) sold 400 Schwab International Equity ETF shares in Q1 2026, an estimated $10.2K.
  • Schwab International Equity ETF made up 0.25% of Capstone Wealth Management Group (Oregon)'s portfolio in Q1 2026, its #78 holding.
  • Capstone Wealth Management Group (Oregon) first reported a position in Schwab International Equity ETF in Q2 2025 and has held it in 4 quarters since.
  • 1,590 funds tracked by Wall St. Rank held Schwab International Equity ETF as of Q1 2026.

Based on Capstone Wealth Management Group (Oregon)'s 13F filing for Q1 2026, filed 16 Apr 2026.