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Delta Financial Group’s Schwab International Equity ETF SCHF Stock Holding History

Delta Financial Group’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
Q1 		$800K Buy
39,491
+2,897
+8% +$56.8K 0.18% 91
2024
Q4 		$677K Buy
+36,594
New +$714K 0.16% 106
2024
Q2 		– Sell
-22,818
Closed -$445K – 211
2024
Q1 		$445K Buy
22,818
+8,194
+56% +$153K 0.13% 131
2023
Q4 		$270K Buy
14,624
+1,540
+12% +$26.7K 0.08% 174
2023
Q3 		$222K Buy
+13,084
New +$231K 0.08% 182

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
WANY
Wealthspire Advisors (New York) New York $12.7B AUM 17.31% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return

Delta Financial Group's SCHF Position: Q1 2025 in Review

Delta Financial Group increased its Schwab International Equity ETF (SCHF) stake by 7.9% in Q1 2025, buying an estimated $56.8K and bringing the position to 39,491 shares worth $800K. The position accounts for 0.18% of the portfolio, ranked #91.

Delta Financial Group first reported a position in SCHF in Q3 2023 and has held it in 5 quarters since. 1,306 funds tracked by Wall St. Rank hold SCHF as of Q1 2025.

  • Delta Financial Group held 39,491 shares of Schwab International Equity ETF worth $800K as of Q1 2025.
  • Delta Financial Group bought 2,897 Schwab International Equity ETF shares in Q1 2025, an estimated $56.8K.
  • Schwab International Equity ETF made up 0.18% of Delta Financial Group's portfolio in Q1 2025, its #91 holding.
  • Delta Financial Group first reported a position in Schwab International Equity ETF in Q3 2023 and has held it in 5 quarters since.
  • 1,306 funds tracked by Wall St. Rank held Schwab International Equity ETF as of Q1 2025.

Based on Delta Financial Group's 13F filing for Q1 2025, filed 9 May 2025.