EP Wealth Advisors’s Schwab International Equity ETF SCHF Stock Holding History

EP Wealth Advisors’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	$18.7M	Sell	754,267 -17,058	-2%	-$434K	0.09%	141
2025 Q4	$18.5M	Buy	+771,325	New	+$18.3M	0.1%	137
2025 Q2	$12.9M	Buy	583,857 +30,852	+6%	+$642K	0.08%	162
2025 Q1	$10.9M	Sell	553,005 -9,692	-2%	-$190K	0.09%	143
2024 Q4	$10.4M	Buy	562,697 +21,611	+4%	+$422K	0.09%	139
2024 Q3	$11.1M	Buy	541,086 +262,052	+94%	+$5.18M	0.1%	137
2024 Q2	$5.36M	Buy	279,034 +17,548	+7%	+$340K	0.06%	176
2024 Q1	$5.1M	Sell	261,486 -9,808	-4%	-$183K	0.06%	169
2023 Q4	$5.01M	Buy	271,294 +21,786	+9%	+$378K	0.06%	160
2023 Q3	$4.24M	Buy	249,508 +240,952	+2,816%	+$4.26M	0.07%	167
2023 Q2	$4.48M	Sell	8,556 -204,740	-96%	-$3.64M	0.06%	162
2023 Q1	$2.62M	Sell	213,296 -60,358	-22%	-$1.03M	0.05%	207
2022 Q4	$4.41M	Buy	+273,654	New	+$4.27M	0.08%	136
2022 Q3	–	Sell	-362,298	Closed	-$5.7M	–	578
2022 Q2	$5.7M	Sell	362,298 -11,980	-3%	-$204K	0.13%	98
2022 Q1	$6.87M	Sell	374,278 -2,854	-0.8%	-$53K	0.15%	90
2021 Q4	$7.33M	Buy	377,132 +3,678	+1%	+$72.2K	0.17%	79
2021 Q3	$7.23M	Sell	373,454 -12,104	-3%	-$241K	0.2%	69
2021 Q2	$7.61M	Sell	385,558 -14,840	-4%	-$293K	0.21%	76
2021 Q1	$7.53M	Buy	400,398 +235,344	+143%	+$4.39M	0.24%	71
2020 Q4	$2.97M	Buy	165,054 +25,282	+18%	+$426K	0.1%	104
2020 Q3	$2.19M	Sell	139,772 -3,058	-2%	-$48K	0.09%	102
2020 Q2	$2.13M	Sell	142,830 -19,756	-12%	-$278K	0.09%	112
2020 Q1	$2.1M	Buy	162,586 +47,936	+42%	+$737K	0.1%	115
2019 Q4	$1.93M	Buy	114,650 +51,254	+81%	+$843K	0.08%	135
2019 Q3	$1.01M	Sell	63,396 -7,680	-11%	-$121K	0.05%	155
2019 Q2	$1.14M	Sell	71,076 -102,162	-59%	-$1.62M	0.07%	118
2019 Q1	$2.71M	Sell	173,238 -58,518	-25%	-$892K	0.26%	62
2018 Q4	$3.29M	Buy	231,756 +166,624	+256%	+$2.55M	0.25%	61
2018 Q3	$1.09M	Buy	65,132 +31,050	+91%	+$517K	0.09%	110
2018 Q2	$563K	Buy	34,082 +10,042	+42%	+$171K	0.05%	108
2018 Q1	$405K	Sell	24,040 -4,192	-15%	-$72.2K	0.04%	134
2017 Q4	$481K	Buy	28,232 +14,030	+99%	+$239K	0.05%	114
2017 Q3	$238K	Buy	14,202 +520	+4%	+$8.48K	0.03%	155
2017 Q2	$217K	Buy	+13,682	New	+$212K	0.03%	170
2017 Q1	–	Sell	-35,702	Closed	-$447K	–	163
2016 Q4	$447K	Buy	35,702 +16,320	+84%	+$229K	0.07%	90
2016 Q3	$279K	Sell	19,382 -752	-4%	-$10.6K	0.04%	112
2016 Q2	$273K	Sell	20,134 -55,084	-73%	-$754K	0.04%	103
2016 Q1	$1.02M	Sell	75,218 -354,142	-82%	-$4.6M	0.16%	57
2015 Q4	$5.92M	Buy	429,360 +317,518	+284%	+$4.55M	0.99%	37
2015 Q3	$1.53M	Buy	+111,842	New	+$1.64M	0.29%	46
2015 Q1	–	Sell	-86,832	Closed	-$1.25M	–	144
2014 Q4	$1.25M	Buy	+86,832	New	+$1.31M	0.21%	58
2014 Q1	–	Sell	-13,430	Closed	-$212K	–	129
2013 Q4	$212K	Buy	+13,430	New	+$209K	0.06%	117

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 $8.53B AUM 21.43% 1-Year Est. Return

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

EP Wealth Advisors's SCHF Position: Q1 2026 in Review

EP Wealth Advisors reduced its Schwab International Equity ETF (SCHF) stake by 2.2% in Q1 2026, selling an estimated $434K and leaving 754,267 shares worth $18.7M. The position accounts for 0.09% of the portfolio, ranked #141.

EP Wealth Advisors first reported a position in SCHF in Q4 2013 and has held it in 42 quarters since. 1,590 funds tracked by Wall St. Rank hold SCHF as of Q1 2026.

EP Wealth Advisors held 754,267 shares of Schwab International Equity ETF worth $18.7M as of Q1 2026.
EP Wealth Advisors sold 17,058 Schwab International Equity ETF shares in Q1 2026, an estimated $434K.
Schwab International Equity ETF made up 0.09% of EP Wealth Advisors's portfolio in Q1 2026, its #141 holding.
EP Wealth Advisors first reported a position in Schwab International Equity ETF in Q4 2013 and has held it in 42 quarters since.
1,590 funds tracked by Wall St. Rank held Schwab International Equity ETF as of Q1 2026.

Based on EP Wealth Advisors's 13F filing for Q1 2026, filed 14 May 2026.