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Fortress Wealth Management’s Schwab International Equity ETF SCHF Stock Holding History

Fortress Wealth Management’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 		$1.29M Buy
55,490
+389
+0.7% +$8.79K 0.57% 37
2025
Q2 		$1.22M Sell
55,101
-292
-0.5% -$6.08K 0.59% 34
2025
Q1 		$1.1M Sell
55,393
-1,006
-2% -$19.7K 0.57% 33
2024
Q4 		$1.04M Buy
56,399
+109
+0.2% +$2.13K 0.51% 37
2024
Q3 		$1.16M Sell
56,290
-1,682
-3% -$33.3K 0.58% 36
2024
Q2 		$1.11M Sell
57,972
-588
-1% -$11.4K 0.57% 36
2024
Q1 		$1.14M Sell
58,560
-23,974
-29% -$448K 0.59% 35
2023
Q4 		$1.53M Sell
82,534
-11,364
-12% -$197K 0.83% 30
2023
Q3 		$1.59M Sell
93,898
-402
-0.4% -$7.1K 1.03% 25
2023
Q2 		$1.68M Buy
94,300
+6,842
+8% +$122K 1.09% 25
2023
Q1 		$1.52M Sell
87,458
-34,066
-28% -$583K 1.07% 27
2022
Q4 		$1.96M Buy
121,524
+410
+0.3% +$6.4K 1.63% 19
2022
Q3 		$1.7M Sell
121,114
-66,136
-35% -$1.04M 1.73% 19
2022
Q2 		$2.94M Sell
187,250
-208,378
-53% -$3.55M 2.77% 11
2022
Q1 		$7.26M Sell
395,628
-16,602
-4% -$309K 5.56% 4
2021
Q4 		$8.01M Buy
+412,230
New +$8.09M 6.03% 4

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
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
Betterment LLC
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
Corient Private Wealth Miami, Florida $69.9B AUM 22.19% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return

Fortress Wealth Management's SCHF Position: Q3 2025 in Review

Fortress Wealth Management increased its Schwab International Equity ETF (SCHF) stake by 0.71% in Q3 2025, buying an estimated $8.79K and bringing the position to 55,490 shares worth $1.29M. The position accounts for 0.57% of the portfolio, ranked #37.

Fortress Wealth Management first reported a position in SCHF in Q4 2021 and has held it in 16 quarters since. The position peaked at $8.01M in Q4 2021. 1,392 funds tracked by Wall St. Rank hold SCHF as of Q3 2025.

  • Fortress Wealth Management held 55,490 shares of Schwab International Equity ETF worth $1.29M as of Q3 2025.
  • Fortress Wealth Management bought 389 Schwab International Equity ETF shares in Q3 2025, an estimated $8.79K.
  • Schwab International Equity ETF made up 0.57% of Fortress Wealth Management's portfolio in Q3 2025, its #37 holding.
  • Fortress Wealth Management first reported a position in Schwab International Equity ETF in Q4 2021 and has held it in 16 quarters since.
  • Fortress Wealth Management's Schwab International Equity ETF position peaked at $8.01M in Q4 2021.
  • 1,392 funds tracked by Wall St. Rank held Schwab International Equity ETF as of Q3 2025.

Based on Fortress Wealth Management's 13F filing for Q3 2025, filed 16 Oct 2025.