Elser Financial Planning’s Schwab International Equity ETF SCHF Stock Holding History

Elser Financial Planning’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 Q2	$2.49M	Sell	89,813 -1,381	-2%	-$37.2K	0.11%	32
2026 Q1	$2.26M	Sell	91,194 -2,110	-2%	-$53.7K	0.11%	34
2025 Q4	$2.24M	Buy	93,304 +2	+0%	+$48	1.62%	12
2025 Q3	$2.2M	Sell	93,302 -10,144	-10%	-$229K	2.65%	12
2025 Q2	$2.29M	Sell	103,446 -960	-0.9%	-$20K	2.85%	12
2025 Q1	$2.07M	Sell	104,406 -1,682	-2%	-$33K	2.86%	9
2024 Q4	$1.96M	Sell	106,088 -8,692	-8%	-$170K	0.12%	28
2024 Q3	$2.36M	Buy	114,780 +886	+0.8%	+$17.5K	3.42%	8
2024 Q2	$2.19M	Buy	+113,894	New	+$2.2M	0.37%	25

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

HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return

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

Corient Private Wealth Miami, Florida $77.5B AUM 27.94% 1-Year Est. Return

MMA

Miracle Mile Advisors Los Angeles, California $8.53B AUM 21.43% 1-Year Est. Return

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

Elser Financial Planning's SCHF Position: Q2 2026 in Review

Elser Financial Planning reduced its Schwab International Equity ETF (SCHF) stake by 1.5% in Q2 2026, selling an estimated $37.2K and leaving 89,813 shares worth $2.49M. The position accounts for 0.11% of the portfolio, ranked #32.

Elser Financial Planning first reported a position in SCHF in Q2 2024 and has held it in 9 quarters since. 1,659 funds tracked by Wall St. Rank hold SCHF as of Q2 2026.

Elser Financial Planning held 89,813 shares of Schwab International Equity ETF worth $2.49M as of Q2 2026.
Elser Financial Planning sold 1,381 Schwab International Equity ETF shares in Q2 2026, an estimated $37.2K.
Schwab International Equity ETF made up 0.11% of Elser Financial Planning's portfolio in Q2 2026, its #32 holding.
Elser Financial Planning first reported a position in Schwab International Equity ETF in Q2 2024 and has held it in 9 quarters since.
1,659 funds tracked by Wall St. Rank held Schwab International Equity ETF as of Q2 2026.

Based on Elser Financial Planning's 13F filing for Q2 2026, filed 14 Jul 2026.