Cascade Financial Partners’s Schwab International Equity ETF SCHF Stock Holding History

Cascade Financial Partners’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	$923K	Sell	37,307 -483	-1%	-$12.3K	0.1%	125
2025 Q4	$908K	Sell	37,790 -10,354	-22%	-$246K	0.09%	123
2025 Q3	$1.12M	Hold	48,144	–	–	0.13%	104
2025 Q2	$1.06M	Buy	48,144 +602	+1%	+$12.5K	0.13%	103
2025 Q1	$940K	Buy	47,542 +6,989	+17%	+$137K	0.12%	107
2024 Q4	$750K	Sell	40,553 -40,461	-50%	-$790K	0.1%	120
2024 Q3	$804K	Buy	81,014 +41,564	+105%	+$822K	0.1%	112
2024 Q2	$758K	Sell	39,450 -1,706	-4%	-$33K	0.1%	114
2024 Q1	$777K	Buy	+41,156	New	+$769K	0.11%	115

Other funds holding SCHF

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Empower Advisory Group Greenwood Village, Colorado $38.5B AUM 18.4% 1-Year Est. Return

Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return

Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

Corient Private Wealth Miami, Florida $69.9B AUM 22.19% 1-Year Est. Return

MMA

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

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

Cascade Financial Partners's SCHF Position: Q1 2026 in Review

Cascade Financial Partners reduced its Schwab International Equity ETF (SCHF) stake by 1.3% in Q1 2026, selling an estimated $12.3K and leaving 37,307 shares worth $923K. The position accounts for 0.1% of the portfolio, ranked #125.

Cascade Financial Partners first reported a position in SCHF in Q1 2024 and has held it in 9 quarters since. The position peaked at $1.12M in Q3 2025. 1,592 funds tracked by Wall St. Rank hold SCHF as of Q1 2026.

Cascade Financial Partners held 37,307 shares of Schwab International Equity ETF worth $923K as of Q1 2026.
Cascade Financial Partners sold 483 Schwab International Equity ETF shares in Q1 2026, an estimated $12.3K.
Schwab International Equity ETF made up 0.1% of Cascade Financial Partners's portfolio in Q1 2026, its #125 holding.
Cascade Financial Partners first reported a position in Schwab International Equity ETF in Q1 2024 and has held it in 9 quarters since.
Cascade Financial Partners's Schwab International Equity ETF position peaked at $1.12M in Q3 2025.
1,592 funds tracked by Wall St. Rank held Schwab International Equity ETF as of Q1 2026.

Based on Cascade Financial Partners's 13F filing for Q1 2026, filed 12 May 2026.