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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
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 $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

Holistic Planning's SCHF Position: Q1 2026 in Review

Holistic Planning increased its Schwab International Equity ETF (SCHF) stake by 32% in Q1 2026, buying an estimated $221K and bringing the position to 35,948 shares worth $890K. The position accounts for 0.18% of the portfolio, ranked #112.

Holistic Planning first reported a position in SCHF in Q4 2023 and has held it in 10 quarters since. 1,590 funds tracked by Wall St. Rank hold SCHF as of Q1 2026.

  • Holistic Planning held 35,948 shares of Schwab International Equity ETF worth $890K as of Q1 2026.
  • Holistic Planning bought 8,682 Schwab International Equity ETF shares in Q1 2026, an estimated $221K.
  • Schwab International Equity ETF made up 0.18% of Holistic Planning's portfolio in Q1 2026, its #112 holding.
  • Holistic Planning first reported a position in Schwab International Equity ETF in Q4 2023 and has held it in 10 quarters since.
  • 1,590 funds tracked by Wall St. Rank held Schwab International Equity ETF as of Q1 2026.

Based on Holistic Planning's 13F filing for Q1 2026, filed 4 May 2026.