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Holistic Planning’s Schwab International Equity ETF SCHF Stock Holding History

Holistic Planning’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
Q2 		$1.03M Buy
37,291
+1,343
+4% +$36.2K 0.16% 128
2026
Q1 		$890K Buy
35,948
+8,682
+32% +$221K 0.18% 112
2025
Q4 		$655K Buy
27,266
+8,180
+43% +$194K 0.14% 136
2025
Q3 		$444K Buy
19,086
+869
+5% +$19.6K 0.12% 142
2025
Q2 		$403K Buy
18,217
+3,408
+23% +$71K 0.12% 142
2025
Q1 		$293K Hold
14,809
– – 0.1% 143
2024
Q4 		$274K Buy
14,809
+271
+2% +$5.29K 0.1% 140
2024
Q3 		$299K Sell
14,538
-928
-6% -$18.4K 0.13% 113
2024
Q2 		$302K Hold
15,466
– – 0.23% 83
2024
Q1 		$302K Buy
15,466
+254
+2% +$4.75K 0.23% 83
2023
Q4 		$281K Buy
+15,212
New +$264K 0.24% 89

Other funds holding SCHF

Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
Empower Advisory Group
Empower Advisory Group Greenwood Village, Colorado $41.9B AUM 18.91% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return
MMA
Miracle Mile Advisors Los Angeles, California $8.53B AUM 21.43% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return
SCM
SCS Capital Management Boston, Massachusetts $10.6B AUM 19.73% 1-Year Est. Return

Holistic Planning's SCHF Position: Q2 2026 in Review

Holistic Planning increased its Schwab International Equity ETF (SCHF) stake by 3.7% in Q2 2026, buying an estimated $36.2K and bringing the position to 37,291 shares worth $1.03M. The position accounts for 0.16% of the portfolio, ranked #128.

Holistic Planning first reported a position in SCHF in Q4 2023 and has held it in 11 quarters since. 1,667 funds tracked by Wall St. Rank hold SCHF as of Q2 2026.

  • Holistic Planning held 37,291 shares of Schwab International Equity ETF worth $1.03M as of Q2 2026.
  • Holistic Planning bought 1,343 Schwab International Equity ETF shares in Q2 2026, an estimated $36.2K.
  • Schwab International Equity ETF made up 0.16% of Holistic Planning's portfolio in Q2 2026, its #128 holding.
  • Holistic Planning first reported a position in Schwab International Equity ETF in Q4 2023 and has held it in 11 quarters since.
  • 1,667 funds tracked by Wall St. Rank held Schwab International Equity ETF as of Q2 2026.

Based on Holistic Planning's 13F filing for Q2 2026, filed 10 Aug 2026.