Elwood & Goetz Wealth Advisory Group’s Schwab International Equity ETF SCHF Stock Holding History

Elwood & Goetz Wealth Advisory 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
2026 Q1	$12.6M	Buy	510,702 +58,917	+13%	+$1.5M	2.15%	11
2025 Q4	$10.9M	Sell	451,785 -20,238	-4%	-$481K	1.91%	11
2025 Q3	$11M	Sell	472,023 -8,795	-2%	-$199K	2.11%	10
2025 Q2	$10.6M	Sell	480,818 -2,684	-0.6%	-$55.9K	2.3%	10
2025 Q1	$9.56M	Buy	483,502 +51,156	+12%	+$1M	2.34%	10
2024 Q4	$8M	Buy	432,346 +78,998	+22%	+$1.54M	1.95%	10
2024 Q3	$7.26M	Sell	353,348 -2,130	-0.6%	-$42.1K	1.8%	9
2024 Q2	$6.83M	Sell	355,478 -26,074	-7%	-$505K	1.94%	9
2024 Q1	$7.44M	Sell	381,552 -12,910	-3%	-$241K	1.81%	13
2023 Q4	$7.29M	Sell	394,462 -30,468	-7%	-$529K	1.54%	15
2023 Q3	$7.22M	Buy	424,930 +167,966	+65%	+$2.97M	1.67%	15
2023 Q2	$4.58M	Sell	256,964 -4,030	-2%	-$71.6K	1.04%	19
2023 Q1	$4.54M	Sell	260,994 -5,784	-2%	-$99K	1.08%	19
2022 Q4	$4.3M	Sell	266,778 -61,536	-19%	-$961K	1.31%	19
2022 Q3	$4.62M	Sell	328,314 -101,508	-24%	-$1.59M	1.56%	18
2022 Q2	$6.76M	Buy	429,822 +340,254	+380%	+$5.79M	2.26%	14
2022 Q1	$1.64M	Buy	89,568 +19,462	+28%	+$362K	0.51%	22
2021 Q4	$1.36M	Sell	70,106 -2,160	-3%	-$42.4K	0.42%	21
2021 Q3	$1.4M	Buy	72,266 +370	+0.5%	+$7.36K	0.48%	21
2021 Q2	$1.42M	Sell	71,896 -2,086	-3%	-$41.2K	0.53%	18
2021 Q1	$1.39M	Sell	73,982 -2,012	-3%	-$37.5K	0.58%	17
2020 Q4	$1.37M	Sell	75,994 -962	-1%	-$16.2K	0.62%	16
2020 Q3	$1.21M	Sell	76,956 -52	-0.1%	-$817	0.65%	16
2020 Q2	$1.15M	Buy	77,008 +14,344	+23%	+$202K	0.7%	15
2020 Q1	$810K	Sell	62,664 -62,692	-50%	-$964K	0.6%	14
2019 Q4	$2.11M	Sell	125,356 -17,034	-12%	-$280K	1.51%	12
2019 Q3	$2.27M	Sell	142,390 -1,914	-1%	-$30.1K	1.79%	12
2019 Q2	$2.31M	Sell	144,304 -2,340	-2%	-$37K	1.98%	11
2019 Q1	$2.3M	Sell	146,644 -7,646	-5%	-$117K	2.11%	11
2018 Q4	$2.19M	Buy	+154,290	New	+$2.36M	2.32%	11

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 $7.29B AUM 16.22% 1-Year Est. Return

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

Elwood & Goetz Wealth Advisory Group's SCHF Position: Q1 2026 in Review

Elwood & Goetz Wealth Advisory Group increased its Schwab International Equity ETF (SCHF) stake by 13% in Q1 2026, buying an estimated $1.5M and bringing the position to 510,702 shares worth $12.6M. The position accounts for 2.15% of the portfolio, ranked #11.

Elwood & Goetz Wealth Advisory Group first reported a position in SCHF in Q4 2018 and has held it in 30 quarters since. 1,590 funds tracked by Wall St. Rank hold SCHF as of Q1 2026.

Elwood & Goetz Wealth Advisory Group held 510,702 shares of Schwab International Equity ETF worth $12.6M as of Q1 2026.
Elwood & Goetz Wealth Advisory Group bought 58,917 Schwab International Equity ETF shares in Q1 2026, an estimated $1.5M.
Schwab International Equity ETF made up 2.15% of Elwood & Goetz Wealth Advisory Group's portfolio in Q1 2026, its #11 holding.
Elwood & Goetz Wealth Advisory Group first reported a position in Schwab International Equity ETF in Q4 2018 and has held it in 30 quarters since.
1,590 funds tracked by Wall St. Rank held Schwab International Equity ETF as of Q1 2026.

Based on Elwood & Goetz Wealth Advisory Group's 13F filing for Q1 2026, filed 1 May 2026.