Kathleen S. Wright Associates’s Schwab International Equity ETF SCHF Stock Holding History

Kathleen S. Wright Associates’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	$6.39M	Buy	274,365 +9,425	+4%	+$213K	2.37%	11
2025 Q2	$5.86M	Buy	264,940 +2,381	+0.9%	+$49.6K	2.29%	12
2025 Q1	$5.19M	Sell	262,559 -565	-0.2%	-$11.1K	2.15%	12
2024 Q4	$4.87M	Buy	263,124 +4,162	+2%	+$81.3K	2.03%	13
2024 Q3	$5.32M	Buy	258,962 +25,790	+11%	+$510K	2.2%	12
2024 Q2	$4.48M	Buy	233,172 +7,728	+3%	+$150K	2.06%	13
2024 Q1	$4.4M	Buy	225,444 +10,504	+5%	+$196K	2.07%	14
2023 Q4	$3.97M	Buy	214,940 +35,242	+20%	+$611K	2.02%	13
2023 Q3	$3.05M	Buy	179,698 +27,190	+18%	+$480K	1.71%	14
2023 Q2	$2.72M	Buy	152,508 +8,032	+6%	+$143K	1.73%	15
2023 Q1	$2.51M	Buy	144,476 +7,286	+5%	+$125K	1.65%	15
2022 Q4	$2.21M	Buy	137,190 +55,184	+67%	+$862K	1.5%	18
2022 Q3	$1.15M	Buy	82,006 +29,990	+58%	+$471K	0.94%	32
2022 Q2	$818K	Buy	52,016 +13,226	+34%	+$225K	0.69%	38
2022 Q1	$712K	Buy	38,790 +11,870	+44%	+$221K	0.52%	48
2021 Q4	$523K	Buy	+26,920	New	+$529K	0.38%	58

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

Kathleen S. Wright Associates's SCHF Position: Q3 2025 in Review

Kathleen S. Wright Associates increased its Schwab International Equity ETF (SCHF) stake by 3.6% in Q3 2025, buying an estimated $213K and bringing the position to 274,365 shares worth $6.39M. The position accounts for 2.37% of the portfolio, ranked #11.

Kathleen S. Wright Associates first reported a position in SCHF in Q4 2021 and has held it in 16 quarters since. 1,392 funds tracked by Wall St. Rank hold SCHF as of Q3 2025.

Kathleen S. Wright Associates held 274,365 shares of Schwab International Equity ETF worth $6.39M as of Q3 2025.
Kathleen S. Wright Associates bought 9,425 Schwab International Equity ETF shares in Q3 2025, an estimated $213K.
Schwab International Equity ETF made up 2.37% of Kathleen S. Wright Associates's portfolio in Q3 2025, its #11 holding.
Kathleen S. Wright Associates first reported a position in Schwab International Equity ETF in Q4 2021 and has held it in 16 quarters since.
1,392 funds tracked by Wall St. Rank held Schwab International Equity ETF as of Q3 2025.

Based on Kathleen S. Wright Associates's 13F filing for Q3 2025, filed 10 Oct 2025.