Econ Financial Services’s Schwab International Equity ETF SCHF Stock Holding History

Econ Financial Services’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 Q3	–	Sell	-35,283	Closed	-$780K	–	99
2025 Q2	$780K	Sell	35,283 -11,705	-25%	-$244K	0.4%	61
2025 Q1	$929K	Sell	46,988 -23,530	-33%	-$462K	0.49%	63
2024 Q4	$1.3M	Sell	70,518 -11,736	-14%	-$229K	0.75%	45
2024 Q3	$1.69M	Buy	82,254 +924	+1%	+$18.3K	0.95%	26
2024 Q2	$1.56M	Buy	81,330 +1,250	+2%	+$24.2K	0.97%	28
2024 Q1	$1.56M	Sell	80,080 -18,410	-19%	-$344K	0.97%	33
2023 Q4	$1.82M	Sell	98,490 -76	-0.1%	-$1.32K	1.28%	28
2023 Q3	$1.67M	Buy	+98,566	New	+$1.74M	1.22%	34
2022 Q4	–	Sell	-92,350	Closed	-$1.3M	–	74
2022 Q3	$1.3M	Sell	92,350 -115,162	-55%	-$1.81M	1.07%	36
2022 Q2	$3.26M	Buy	207,512 +1,012	+0.5%	+$17.2K	2.63%	10
2022 Q1	$3.79M	Buy	206,500 +193,898	+1,539%	+$3.6M	2.81%	8
2021 Q4	$3.1M	Buy	+12,602	New	+$247K	2.29%	14
2019 Q2	$5.66M	Buy	352,778 +12,008	+4%	+$190K	7.83%	1
2019 Q1	$5.33M	Buy	340,770 +184,090	+117%	+$2.81M	7.97%	1
2018 Q4	$2.22M	Buy	+156,680	New	+$2.4M	3.38%	10

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

HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return

WANY

Wealthspire Advisors (New York) New York $12.7B AUM 17.31% 1-Year Est. Return

Corient Private Wealth Miami, Florida $69.9B AUM 22.19% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return

Econ Financial Services's SCHF Position: Q3 2025 in Review

Econ Financial Services sold out of Schwab International Equity ETF (SCHF) in Q3 2025, closing a stake of 35,283 shares — an estimated $780K sold.

Econ Financial Services first reported a position in SCHF in Q4 2018 and held it in 15 quarters. The position peaked at $5.66M in Q2 2019. 1,393 funds tracked by Wall St. Rank hold SCHF as of Q3 2025.

Econ Financial Services reported no remaining Schwab International Equity ETF position as of Q3 2025 after selling out during the quarter.
Econ Financial Services sold 35,283 Schwab International Equity ETF shares in Q3 2025, an estimated $780K.
Econ Financial Services first reported a position in Schwab International Equity ETF in Q4 2018 and held it in 15 quarters.
Econ Financial Services's Schwab International Equity ETF position peaked at $5.66M in Q2 2019.
1,393 funds tracked by Wall St. Rank held Schwab International Equity ETF as of Q3 2025.

Based on Econ Financial Services's 13F filing for Q3 2025, filed 21 Oct 2025.