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Francis Financial’s Schwab International Equity ETF SCHF Stock Holding History

Francis Financial’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
Q1 		– Sell
-29,219
Closed -$541K – 96
2024
Q4 		$541K Sell
29,219
-1
-0% -$20 0.14% 51
2024
Q3 		$601K Buy
29,220
+2,644
+10% +$52.3K 0.16% 46
2024
Q2 		$511K Buy
+26,576
New +$514K 0.15% 48

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
WANY
Wealthspire Advisors (New York) New York $12.7B AUM 17.31% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return

Francis Financial's SCHF Position: Q1 2025 in Review

Francis Financial sold out of Schwab International Equity ETF (SCHF) in Q1 2025, closing a stake of 29,219 shares — an estimated $541K sold.

Francis Financial first reported a position in SCHF in Q2 2024 and held it in 3 quarters. The position peaked at $601K in Q3 2024. 1,306 funds tracked by Wall St. Rank hold SCHF as of Q1 2025.

  • Francis Financial reported no remaining Schwab International Equity ETF position as of Q1 2025 after selling out during the quarter.
  • Francis Financial sold 29,219 Schwab International Equity ETF shares in Q1 2025, an estimated $541K.
  • Francis Financial first reported a position in Schwab International Equity ETF in Q2 2024 and held it in 3 quarters.
  • Francis Financial's Schwab International Equity ETF position peaked at $601K in Q3 2024.
  • 1,306 funds tracked by Wall St. Rank held Schwab International Equity ETF as of Q1 2025.

Based on Francis Financial's 13F filing for Q1 2025, filed 13 May 2025.