JDM Financial Group’s Schwab International Equity ETF SCHF Stock Holding History

JDM Financial Group’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	$970K	Buy	39,187 +24,350	+164%	+$619K	0.37%	32
2025 Q4	$357K	Buy	14,837 +412	+3%	+$9.79K	0.14%	50
2025 Q3	$336K	Buy	14,425 +11,145	+340%	+$252K	0.14%	47
2025 Q2	$72.5K	Hold	3,280	–	–	0.03%	75
2025 Q1	$64.9K	Hold	3,280	–	–	0.03%	74
2024 Q4	$60.7K	Hold	3,280	–	–	0.03%	76
2024 Q3	$67.4K	Hold	3,280	–	–	0.04%	70
2024 Q2	$63K	Hold	3,280	–	–	0.04%	69
2024 Q1	$64K	Buy	3,280 +2,000	+156%	+$37.4K	0.05%	63
2023 Q4	$23.7K	Hold	1,280	–	–	0.02%	96
2023 Q3	$21.7K	Hold	1,280	–	–	0.02%	95
2023 Q2	$22.8K	Hold	1,280	–	–	0.02%	98
2023 Q1	$22.3K	Buy	+1,280	New	+$21.9K	0.02%	98

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 $7.29B AUM 16.22% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return

JDM Financial Group's SCHF Position: Q1 2026 in Review

JDM Financial Group increased its Schwab International Equity ETF (SCHF) stake by 164% in Q1 2026, buying an estimated $619K and bringing the position to 39,187 shares worth $970K. The position accounts for 0.37% of the portfolio, ranked #32.

JDM Financial Group first reported a position in SCHF in Q1 2023 and has held it in 13 quarters since. 1,590 funds tracked by Wall St. Rank hold SCHF as of Q1 2026.

JDM Financial Group held 39,187 shares of Schwab International Equity ETF worth $970K as of Q1 2026.
JDM Financial Group bought 24,350 Schwab International Equity ETF shares in Q1 2026, an estimated $619K.
Schwab International Equity ETF made up 0.37% of JDM Financial Group's portfolio in Q1 2026, its #32 holding.
JDM Financial Group first reported a position in Schwab International Equity ETF in Q1 2023 and has held it in 13 quarters since.
1,590 funds tracked by Wall St. Rank held Schwab International Equity ETF as of Q1 2026.

Based on JDM Financial Group's 13F filing for Q1 2026, filed 21 May 2026.