JFG Wealth Management’s Schwab International Equity ETF SCHF Stock Holding History

JFG Wealth 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
2025 Q3	$3.49M	Sell	149,815 -9,205	-6%	-$208K	0.68%	13
2025 Q2	$3.51M	Buy	159,020 +11,020	+7%	+$229K	0.74%	13
2025 Q1	$2.93M	Buy	148,000 +2,279	+2%	+$44.7K	0.67%	13
2024 Q4	$2.7M	Buy	+145,721	New	+$2.84M	0.62%	16
2022 Q4	–	Sell	-1,174,618	Closed	-$16.5M	–	43
2022 Q3	$16.5M	Buy	1,174,618 +1,141,266	+3,422%	+$17.9M	5.54%	6
2022 Q2	$524K	Buy	+33,352	New	+$568K	0.19%	17
2022 Q1	–	Sell	-34,342	Closed	-$667K	–	59
2021 Q4	$667K	Buy	+34,342	New	+$674K	0.25%	15
2020 Q4	–	Sell	-580	Closed	-$9.11K	–	65
2020 Q3	$9.11K	Buy	+580	New	+$9.11K	0.01%	48
2020 Q2	–	Sell	-16,662	Closed	-$215K	–	19
2020 Q1	$215K	Buy	16,662 +2,090	+14%	+$32.1K	0.35%	10
2019 Q4	$245K	Sell	14,572 -420	-3%	-$6.91K	0.23%	12
2019 Q3	$239K	Hold	14,992	–	–	0.22%	13
2019 Q2	$239K	Buy	14,992 +1,910	+15%	+$30.2K	0.2%	13
2019 Q1	$205K	Sell	13,082 -248,966	-95%	-$3.8M	0.17%	13
2018 Q4	$3.71M	Buy	+262,048	New	+$4.01M	3.34%	6

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

HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return

WANY

Wealthspire Advisors (New York) New York $12.7B AUM 17.31% 1-Year Est. Return

Corient Private Wealth Miami, Florida $69.9B AUM 22.19% 1-Year Est. Return

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

JFG Wealth Management's SCHF Position: Q3 2025 in Review

JFG Wealth Management reduced its Schwab International Equity ETF (SCHF) stake by 5.8% in Q3 2025, selling an estimated $208K and leaving 149,815 shares worth $3.49M. The position accounts for 0.68% of the portfolio, ranked #13.

JFG Wealth Management first reported a position in SCHF in Q4 2018 and has held it in 14 quarters since. The position peaked at $16.5M in Q3 2022. 1,392 funds tracked by Wall St. Rank hold SCHF as of Q3 2025.

JFG Wealth Management held 149,815 shares of Schwab International Equity ETF worth $3.49M as of Q3 2025.
JFG Wealth Management sold 9,205 Schwab International Equity ETF shares in Q3 2025, an estimated $208K.
Schwab International Equity ETF made up 0.68% of JFG Wealth Management's portfolio in Q3 2025, its #13 holding.
JFG Wealth Management first reported a position in Schwab International Equity ETF in Q4 2018 and has held it in 14 quarters since.
JFG Wealth Management's Schwab International Equity ETF position peaked at $16.5M in Q3 2022.
1,392 funds tracked by Wall St. Rank held Schwab International Equity ETF as of Q3 2025.

Based on JFG Wealth Management's 13F filing for Q3 2025, filed 31 Oct 2025.