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Klingman & Associates’s Schwab International Equity ETF SCHF Stock Holding History

Klingman & 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
2026
Q1 		$1.2M Sell
48,341
-1,100
-2% -$28K 0.06% 120
2025
Q4 		$1.19M Sell
49,441
-7,700
-13% -$183K 0.06% 115
2025
Q3 		$1.33M Sell
57,141
-1,592
-3% -$36K 0.07% 103
2025
Q2 		$1.3M Hold
58,733
– – 0.07% 98
2025
Q1 		$1.16M Buy
58,733
+7,484
+15% +$147K 0.07% 98
2024
Q4 		$948K Sell
51,249
-14,201
-22% -$277K 0.06% 108
2024
Q3 		$1.35M Buy
65,450
+180
+0.3% +$3.56K 0.08% 90
2024
Q2 		$1.25M Sell
65,270
-850
-1% -$16.5K 0.08% 85
2024
Q1 		$1.29M Hold
66,120
– – 0.09% 84
2023
Q4 		$1.22M Sell
66,120
-600
-0.9% -$10.4K 0.09% 81
2023
Q3 		$1.13M Sell
66,720
-400
-0.6% -$7.07K 0.09% 83
2023
Q2 		$1.2M Sell
67,120
-4,860
-7% -$86.3K 0.1% 78
2023
Q1 		$1.25M Buy
71,980
+2,282
+3% +$39.1K 0.11% 71
2022
Q4 		$1.12M Buy
69,698
+6,694
+11% +$105K 0.1% 73
2022
Q3 		$886K Sell
63,004
-1,654
-3% -$26K 0.09% 80
2022
Q2 		$1.02M Sell
64,658
-1,634
-2% -$27.8K 0.1% 73
2022
Q1 		$1.22M Buy
66,292
+2,450
+4% +$45.5K 0.1% 67
2021
Q4 		$1.24M Buy
63,842
+1,928
+3% +$37.9K 0.11% 63
2021
Q3 		$1.2M Buy
61,914
+14,734
+31% +$293K 0.11% 63
2021
Q2 		$931K Buy
47,180
+200
+0.4% +$3.95K 0.09% 68
2021
Q1 		$884K Buy
46,980
+9,060
+24% +$169K 0.09% 68
2020
Q4 		$683K Buy
37,920
+6,804
+22% +$115K 0.08% 78
2020
Q3 		$489K Buy
31,116
+266
+0.9% +$4.18K 0.07% 82
2020
Q2 		$459K Sell
30,850
-326
-1% -$4.58K 0.07% 80
2020
Q1 		$403K Buy
31,176
+8,626
+38% +$133K 0.08% 80
2019
Q4 		$379K Buy
+22,550
New +$371K 0.06% 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 $8.53B AUM 21.43% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return

Klingman & Associates's SCHF Position: Q1 2026 in Review

Klingman & Associates reduced its Schwab International Equity ETF (SCHF) stake by 2.2% in Q1 2026, selling an estimated $28K and leaving 48,341 shares worth $1.2M. The position accounts for 0.06% of the portfolio, ranked #120.

Klingman & Associates first reported a position in SCHF in Q4 2019 and has held it in 26 quarters since. The position peaked at $1.35M in Q3 2024. 1,590 funds tracked by Wall St. Rank hold SCHF as of Q1 2026.

  • Klingman & Associates held 48,341 shares of Schwab International Equity ETF worth $1.2M as of Q1 2026.
  • Klingman & Associates sold 1,100 Schwab International Equity ETF shares in Q1 2026, an estimated $28K.
  • Schwab International Equity ETF made up 0.06% of Klingman & Associates's portfolio in Q1 2026, its #120 holding.
  • Klingman & Associates first reported a position in Schwab International Equity ETF in Q4 2019 and has held it in 26 quarters since.
  • Klingman & Associates's Schwab International Equity ETF position peaked at $1.35M in Q3 2024.
  • 1,590 funds tracked by Wall St. Rank held Schwab International Equity ETF as of Q1 2026.

Based on Klingman & Associates's 13F filing for Q1 2026, filed 14 May 2026.