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

EverSource 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 		$1.03M Sell
41,432
-6,166
-13% -$157K 0.03% 371
2025
Q4 		$1.14M Sell
47,598
-9,588
-17% -$228K 0.04% 304
2025
Q3 		$1.33M Buy
57,186
+51,006
+825% +$1.15M 0.05% 249
2025
Q2 		$137K Buy
6,180
+445
+8% +$9.27K 0.01% 1042
2025
Q1 		$113K Buy
5,735
+881
+18% +$17.3K 0.01% 862
2024
Q4 		$89.8K Sell
4,854
-4,152
-46% -$81.1K 0.01% 941
2024
Q3 		$185K Sell
9,006
-182
-2% -$3.6K 0.01% 586
2024
Q2 		$182K Buy
9,188
+1,818
+25% +$35.2K 0.01% 591
2024
Q1 		$139K Buy
7,370
+1,664
+29% +$31.1K 0.01% 597
2023
Q4 		$105K Buy
5,706
+4,870
+583% +$84.5K 0.01% 621
2023
Q3 		$14.2K Sell
836
-1,252
-60% -$22.1K ﹤0.01% 1260
2023
Q2 		$37.2K Buy
2,088
+574
+38% +$10.2K ﹤0.01% 946
2023
Q1 		$26.3K Buy
1,514
+906
+149% +$15.5K ﹤0.01% 986
2022
Q4 		$9.79K Buy
608
+150
+33% +$2.34K ﹤0.01% 1340
2022
Q3 		$6K Hold
458
– – ﹤0.01% 1313
2022
Q2 		$7K Hold
458
– – ﹤0.01% 1164
2022
Q1 		$8K Hold
458
– – ﹤0.01% 1097
2021
Q4 		$9K Buy
+458
New +$8.99K ﹤0.01% 1015

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
MMA
Miracle Mile Advisors Los Angeles, California $7.29B AUM 16.22% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return

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

EverSource Wealth Advisors reduced its Schwab International Equity ETF (SCHF) stake by 13% in Q1 2026, selling an estimated $157K and leaving 41,432 shares worth $1.03M. The position accounts for 0.03% of the portfolio, ranked #371.

EverSource Wealth Advisors first reported a position in SCHF in Q4 2021 and has held it in 18 quarters since. The position peaked at $1.33M in Q3 2025. 1,590 funds tracked by Wall St. Rank hold SCHF as of Q1 2026.

  • EverSource Wealth Advisors held 41,432 shares of Schwab International Equity ETF worth $1.03M as of Q1 2026.
  • EverSource Wealth Advisors sold 6,166 Schwab International Equity ETF shares in Q1 2026, an estimated $157K.
  • Schwab International Equity ETF made up 0.03% of EverSource Wealth Advisors's portfolio in Q1 2026, its #371 holding.
  • EverSource Wealth Advisors first reported a position in Schwab International Equity ETF in Q4 2021 and has held it in 18 quarters since.
  • EverSource Wealth Advisors's Schwab International Equity ETF position peaked at $1.33M in Q3 2025.
  • 1,590 funds tracked by Wall St. Rank held Schwab International Equity ETF as of Q1 2026.

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