Castle Wealth Management’s Schwab International Equity ETF SCHF Stock Holding History

Castle Wealth Management’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	$446K	Sell	18,002 -600	-3%	-$15.3K	0.14%	86
2025 Q4	$447K	Sell	18,602 -380	-2%	-$9.03K	0.15%	86
2025 Q3	$442K	Sell	18,982 -430	-2%	-$9.71K	0.15%	81
2025 Q2	$429K	Hold	19,412	–	–	0.16%	82
2025 Q1	$384K	Hold	19,412	–	–	0.15%	90
2024 Q4	$359K	Sell	19,412 -936	-5%	-$18.3K	0.14%	91
2024 Q3	$418K	Sell	20,348 -670	-3%	-$13.2K	0.17%	87
2024 Q2	$408K	Sell	21,018 -11,990	-36%	-$232K	0.2%	89
2024 Q1	$644K	Sell	33,008 -340	-1%	-$6.36K	0.34%	68
2023 Q4	$616K	Sell	33,348 -2,064	-6%	-$35.8K	0.37%	66
2023 Q3	$601K	Sell	35,412 -1,546	-4%	-$27.3K	0.43%	54
2023 Q2	$659K	Sell	36,958 -1,032	-3%	-$18.3K	0.46%	50
2023 Q1	$661K	Sell	37,990 -7,584	-17%	-$130K	0.51%	48
2022 Q4	$734K	Buy	45,574 +6,140	+16%	+$95.9K	0.46%	45
2022 Q3	$555K	Buy	39,434 +4,448	+13%	+$69.8K	0.34%	52
2022 Q2	$550K	Buy	+34,986	New	+$596K	0.32%	57

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

Castle Wealth Management's SCHF Position: Q1 2026 in Review

Castle Wealth Management reduced its Schwab International Equity ETF (SCHF) stake by 3.2% in Q1 2026, selling an estimated $15.3K and leaving 18,002 shares worth $446K. The position accounts for 0.14% of the portfolio, ranked #86.

Castle Wealth Management first reported a position in SCHF in Q2 2022 and has held it in 16 quarters since. The position peaked at $734K in Q4 2022. 1,590 funds tracked by Wall St. Rank hold SCHF as of Q1 2026.

Castle Wealth Management held 18,002 shares of Schwab International Equity ETF worth $446K as of Q1 2026.
Castle Wealth Management sold 600 Schwab International Equity ETF shares in Q1 2026, an estimated $15.3K.
Schwab International Equity ETF made up 0.14% of Castle Wealth Management's portfolio in Q1 2026, its #86 holding.
Castle Wealth Management first reported a position in Schwab International Equity ETF in Q2 2022 and has held it in 16 quarters since.
Castle Wealth Management's Schwab International Equity ETF position peaked at $734K in Q4 2022.
1,590 funds tracked by Wall St. Rank held Schwab International Equity ETF as of Q1 2026.

Based on Castle Wealth Management's 13F filing for Q1 2026, filed 1 May 2026.