GeoWealth Management’s Schwab International Equity ETF SCHF Stock Holding History

GeoWealth 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
2026 Q1	$294K	Buy	+11,863	New	+$302K	0.01%	616
2025 Q3	–	Sell	-3,415	Closed	-$75.5K	–	1138
2025 Q2	$75.5K	Buy	3,415 +5	+0.1%	+$104	﹤0.01%	874
2025 Q1	$67.4K	Sell	3,410 -2,014	-37%	-$39.5K	﹤0.01%	853
2024 Q4	$100K	Buy	5,424 +730	+16%	+$14.3K	﹤0.01%	965
2024 Q3	$96.5K	Buy	+4,694	New	+$92.8K	﹤0.01%	902
2023 Q3	–	Sell	-65,260	Closed	-$1.16M	–	514
2023 Q2	$1.16M	Buy	65,260 +5,532	+9%	+$98.2K	0.13%	117
2023 Q1	$1.04M	Buy	59,728 +13,686	+30%	+$234K	0.12%	95
2022 Q4	$742K	Sell	46,042 -2,572	-5%	-$40.2K	0.08%	128
2022 Q3	$684K	Sell	48,614 -8,122	-14%	-$127K	0.07%	143
2022 Q2	$893K	Buy	56,736 +472	+0.8%	+$8.04K	0.12%	113
2022 Q1	$1.03M	Sell	56,264 -302	-0.5%	-$5.61K	0.09%	140
2021 Q4	$1.1M	Buy	56,566 +16,166	+40%	+$317K	0.09%	142
2021 Q3	$782K	Buy	40,400 +17,302	+75%	+$344K	0.06%	179
2021 Q2	$454K	Buy	23,098 +3,792	+20%	+$75K	0.06%	156
2021 Q1	$365K	Buy	19,306 +2,910	+18%	+$54.3K	0.06%	150
2020 Q4	$293K	Buy	16,396 +4,126	+34%	+$69.6K	0.05%	178
2020 Q3	$192K	Buy	+12,270	New	+$193K	0.06%	147
2019 Q4	–	Sell	-13,794	Closed	-$220K	–	186
2019 Q3	$220K	Buy	+13,794	New	+$217K	0.05%	190

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

GeoWealth Management's SCHF Position: Q1 2026 in Review

GeoWealth Management opened a new position in Schwab International Equity ETF (SCHF) in Q1 2026: 11,863 shares worth $294K. The stake represents 0.01% of the portfolio and ranks #616 among its holdings. This is a return to the name: GeoWealth Management previously reported a position in SCHF as recently as Q2 2025.

GeoWealth Management first reported a position in SCHF in Q3 2019 and has held it in 18 quarters since. The position peaked at $1.16M in Q2 2023. 1,590 funds tracked by Wall St. Rank hold SCHF as of Q1 2026.

GeoWealth Management held 11,863 shares of Schwab International Equity ETF worth $294K as of Q1 2026.
Schwab International Equity ETF was a new GeoWealth Management position in Q1 2026.
Schwab International Equity ETF made up 0.01% of GeoWealth Management's portfolio in Q1 2026, its #616 holding.
GeoWealth Management first reported a position in Schwab International Equity ETF in Q3 2019 and has held it in 18 quarters since.
GeoWealth Management's Schwab International Equity ETF position peaked at $1.16M in Q2 2023.
1,590 funds tracked by Wall St. Rank held Schwab International Equity ETF as of Q1 2026.

Based on GeoWealth Management's 13F filing for Q1 2026, filed 13 May 2026.