CWM
SCHF icon

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

CCG 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 		$15.5M Buy
627,770
+67,184
+12% +$1.71M 4.21% 5
2025
Q4 		$13.5M Sell
560,586
-6,993
-1% -$166K 5.78% 4
2025
Q3 		$13.2M Buy
567,579
+5,462
+1% +$123K 6.23% 4
2025
Q2 		$12.4M Sell
562,117
-7,545
-1% -$157K 6.55% 4
2025
Q1 		$11.3M Sell
569,662
-37,735
-6% -$740K 6.74% 4
2024
Q4 		$11.2M Sell
607,397
-16,173
-3% -$316K 6.26% 4
2024
Q3 		$12.8M Buy
623,570
+6,020
+1% +$119K 7.18% 4
2024
Q2 		$11.9M Sell
617,550
-6,182
-1% -$120K 6.69% 4
2024
Q1 		$12.2M Sell
623,732
-21,436
-3% -$401K 7.33% 4
2023
Q4 		$11.9M Sell
645,168
-85,004
-12% -$1.47M 8% 3
2023
Q3 		$12.4M Buy
730,172
+190,866
+35% +$3.37M 8.12% 3
2023
Q2 		$9.61M Buy
539,306
+35,794
+7% +$636K 6.04% 5
2023
Q1 		$8.76M Sell
503,512
-2,108
-0.4% -$36.1K 5.79% 5
2022
Q4 		$8.14M Buy
505,620
+4,112
+0.8% +$64.2K 4.52% 6
2022
Q3 		$7.05M Buy
501,508
+465,048
+1,276% +$7.3M 4.31% 7
2022
Q2 		$573K Buy
36,460
+302
+0.8% +$5.14K 0.32% 36
2022
Q1 		$664K Hold
36,158
– – 0.33% 39
2021
Q4 		$703K Buy
+36,158
New +$710K 0.37% 33
2020
Q1 		– Sell
-17,932
Closed -$302K – 87
2019
Q4 		$302K Sell
17,932
-802
-4% -$13.2K 0.19% 62
2019
Q3 		$298K Hold
18,734
– – 0.2% 59
2019
Q2 		$301K Sell
18,734
-8,948
-32% -$142K 0.22% 53
2019
Q1 		$433K Sell
27,682
-5,534
-17% -$84.4K 0.35% 44
2018
Q4 		$471K Buy
+33,216
New +$508K 0.46% 38

Other funds holding SCHF

Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
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 $8.53B AUM 21.43% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return

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

CCG Wealth Management increased its Schwab International Equity ETF (SCHF) stake by 12% in Q1 2026, buying an estimated $1.71M and bringing the position to 627,770 shares worth $15.5M. The position accounts for 4.21% of the portfolio, ranked #5.

CCG Wealth Management first reported a position in SCHF in Q4 2018 and has held it in 23 quarters since. 1,592 funds tracked by Wall St. Rank hold SCHF as of Q1 2026.

  • CCG Wealth Management held 627,770 shares of Schwab International Equity ETF worth $15.5M as of Q1 2026.
  • CCG Wealth Management bought 67,184 Schwab International Equity ETF shares in Q1 2026, an estimated $1.71M.
  • Schwab International Equity ETF made up 4.21% of CCG Wealth Management's portfolio in Q1 2026, its #5 holding.
  • CCG Wealth Management first reported a position in Schwab International Equity ETF in Q4 2018 and has held it in 23 quarters since.
  • 1,592 funds tracked by Wall St. Rank held Schwab International Equity ETF as of Q1 2026.

Based on CCG Wealth Management's 13F filing for Q1 2026, filed 8 Apr 2026.