Concord Wealth Partners’s Schwab International Equity ETF SCHF Stock Holding History

Concord Wealth 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	–	Sell	-521	Closed	-$12.5K	–	668
2025 Q4	$12.5K	Buy	521 +315	+153%	+$7.49K	﹤0.01%	504
2025 Q3	$4.8K	Hold	206	–	–	﹤0.01%	631
2025 Q2	$4.55K	Hold	206	–	–	﹤0.01%	644
2025 Q1	$4.08K	Hold	206	–	–	﹤0.01%	611
2024 Q4	$3.81K	Sell	206 -612	-75%	-$11.9K	﹤0.01%	643
2024 Q3	$16.8K	Hold	818	–	–	﹤0.01%	499
2024 Q2	$15.7K	Hold	818	–	–	﹤0.01%	462
2024 Q1	$16K	Hold	818	–	–	﹤0.01%	516
2023 Q4	$15.1K	Sell	818 -114	-12%	-$1.98K	﹤0.01%	514
2023 Q3	$15.8K	Hold	932	–	–	﹤0.01%	546
2023 Q2	$16.6K	Buy	932 +818	+718%	+$14.5K	﹤0.01%	531
2023 Q1	$1.97K	Sell	114 -818	-88%	-$14K	﹤0.01%	812
2022 Q4	$15K	Buy	+932	New	+$14.6K	﹤0.01%	577
2022 Q3	–	Sell	-928	Closed	-$15K	–	950
2022 Q2	$15K	Hold	928	–	–	﹤0.01%	610
2022 Q1	$17K	Buy	928 +818	+744%	+$15.2K	﹤0.01%	667
2021 Q4	$2K	Buy	+110	New	+$2.16K	﹤0.01%	1163

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

Concord Wealth Partners's SCHF Position: Q1 2026 in Review

Concord Wealth Partners sold out of Schwab International Equity ETF (SCHF) in Q1 2026, closing a stake of 521 shares — an estimated $12.5K sold.

Concord Wealth Partners first reported a position in SCHF in Q4 2021 and held it in 16 quarters. The position peaked at $17K in Q1 2022. 1,590 funds tracked by Wall St. Rank hold SCHF as of Q1 2026.

Concord Wealth Partners reported no remaining Schwab International Equity ETF position as of Q1 2026 after selling out during the quarter.
Concord Wealth Partners sold 521 Schwab International Equity ETF shares in Q1 2026, an estimated $12.5K.
Concord Wealth Partners first reported a position in Schwab International Equity ETF in Q4 2021 and held it in 16 quarters.
Concord Wealth Partners's Schwab International Equity ETF position peaked at $17K in Q1 2022.
1,590 funds tracked by Wall St. Rank held Schwab International Equity ETF as of Q1 2026.

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