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

JGP 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
2026
Q1 		– Sell
-8,742
Closed -$210K – 240
2025
Q4 		$210K Sell
8,742
-780
-8% -$18.5K 0.02% 226
2025
Q3 		$224K Buy
+9,522
New +$215K 0.02% 193

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Empower Advisory Group
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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 $8.53B AUM 21.43% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return

JGP Wealth Management's SCHF Position: Q1 2026 in Review

JGP Wealth Management sold out of Schwab International Equity ETF (SCHF) in Q1 2026, closing a stake of 8,742 shares — an estimated $210K sold.

JGP Wealth Management first reported a position in SCHF in Q3 2025 and held it in 2 quarters. The position peaked at $224K in Q3 2025. 1,590 funds tracked by Wall St. Rank hold SCHF as of Q1 2026.

  • JGP Wealth Management reported no remaining Schwab International Equity ETF position as of Q1 2026 after selling out during the quarter.
  • JGP Wealth Management sold 8,742 Schwab International Equity ETF shares in Q1 2026, an estimated $210K.
  • JGP Wealth Management first reported a position in Schwab International Equity ETF in Q3 2025 and held it in 2 quarters.
  • JGP Wealth Management's Schwab International Equity ETF position peaked at $224K in Q3 2025.
  • 1,590 funds tracked by Wall St. Rank held Schwab International Equity ETF as of Q1 2026.

Based on JGP Wealth Management's 13F filing for Q1 2026, filed 8 Apr 2026.