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

Congress 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
2025 Q2	$7.51M	Buy	339,667 +10,210	+3%	+$213K	0.07%	306
2025 Q1	$6.54M	Buy	329,457 +70,773	+27%	+$1.39M	0.08%	282
2024 Q4	$4.79M	Buy	258,684 +22,014	+9%	+$430K	0.07%	286
2024 Q3	$4.87M	Sell	236,670 -9,334	-4%	-$185K	0.06%	298
2024 Q2	$4.73M	Sell	246,004 -7,574	-3%	-$147K	0.08%	253
2024 Q1	$4.95M	Sell	253,578 -6,150	-2%	-$115K	0.09%	229
2023 Q4	$4.8M	Sell	259,728 -2,262	-0.9%	-$39.2K	0.09%	231
2023 Q3	$4.45M	Sell	261,990 -72,222	-22%	-$1.28M	0.09%	226
2023 Q2	$5.96M	Sell	334,212 -18,074	-5%	-$321K	0.14%	170
2023 Q1	$6.13M	Sell	352,286 -6,490	-2%	-$111K	0.15%	169
2022 Q4	$5.78M	Sell	358,776 -11,908	-3%	-$186K	0.15%	176
2022 Q3	$5.21M	Sell	370,684 -8,612	-2%	-$135K	0.14%	178
2022 Q2	$5.96M	Sell	379,296 -726	-0.2%	-$12.4K	0.15%	171
2022 Q1	$6.98M	Sell	380,022 -29,908	-7%	-$556K	0.15%	175
2021 Q4	$7.97M	Buy	+409,930	New	+$8.05M	0.16%	174

Other funds holding SCHF

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Empower Advisory Group Greenwood Village, Colorado $41.9B AUM 18.91% 1-Year Est. Return

Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return

Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return

WANY

Wealthspire Advisors (New York) New York $18.2B AUM 21.48% 1-Year Est. Return

Corient Private Wealth Miami, Florida $72.2B AUM 27.85% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return

Congress Wealth Management's SCHF Position: Q2 2025 in Review

Congress Wealth Management increased its Schwab International Equity ETF (SCHF) stake by 3.1% in Q2 2025, buying an estimated $213K and bringing the position to 339,667 shares worth $7.51M. The position accounts for 0.07% of the portfolio, ranked #306.

Congress Wealth Management first reported a position in SCHF in Q4 2021 and has held it in 15 quarters since. The position peaked at $7.97M in Q4 2021. 1,361 funds tracked by Wall St. Rank hold SCHF as of Q2 2025.

Congress Wealth Management held 339,667 shares of Schwab International Equity ETF worth $7.51M as of Q2 2025.
Congress Wealth Management bought 10,210 Schwab International Equity ETF shares in Q2 2025, an estimated $213K.
Schwab International Equity ETF made up 0.07% of Congress Wealth Management's portfolio in Q2 2025, its #306 holding.
Congress Wealth Management first reported a position in Schwab International Equity ETF in Q4 2021 and has held it in 15 quarters since.
Congress Wealth Management's Schwab International Equity ETF position peaked at $7.97M in Q4 2021.
1,361 funds tracked by Wall St. Rank held Schwab International Equity ETF as of Q2 2025.

Based on Congress Wealth Management's 13F filing for Q2 2025, filed 13 Aug 2025.