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LifePlan Investment Advisors’s Schwab International Equity ETF SCHF Stock Holding History

LifePlan Investment Advisors’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 		$4.61M Sell
186,203
-8,950
-5% -$228K 1.81% 15
2025
Q4 		$4.69M Buy
195,153
+941
+0.5% +$22.4K 1.91% 14
2025
Q3 		$4.52M Sell
194,212
-1,537
-0.8% -$34.7K 1.9% 16
2025
Q2 		$4.33M Sell
195,749
-2,607
-1% -$54.3K 2.15% 13
2025
Q1 		$3.92M Buy
198,356
+3,692
+2% +$72.4K 2.26% 14
2024
Q4 		$3.6M Sell
194,664
-2,444
-1% -$47.7K 2.23% 14
2024
Q3 		$4.05M Buy
197,108
+3,710
+2% +$73.4K 2.59% 12
2024
Q2 		$3.72M Buy
193,398
+6,520
+3% +$126K 2.68% 10
2024
Q1 		$3.65M Sell
186,878
-6,008
-3% -$112K 2.91% 10
2023
Q4 		$3.56M Buy
192,886
+3,674
+2% +$63.7K 3.26% 10
2023
Q3 		$3.21M Buy
189,212
+3,242
+2% +$57.3K 3.41% 10
2023
Q2 		$3.31M Buy
+185,970
New +$3.3M 3.71% 9

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

LifePlan Investment Advisors's SCHF Position: Q1 2026 in Review

LifePlan Investment Advisors reduced its Schwab International Equity ETF (SCHF) stake by 4.6% in Q1 2026, selling an estimated $228K and leaving 186,203 shares worth $4.61M. The position accounts for 1.81% of the portfolio, ranked #15.

LifePlan Investment Advisors first reported a position in SCHF in Q2 2023 and has held it in 12 quarters since. The position peaked at $4.69M in Q4 2025. 1,590 funds tracked by Wall St. Rank hold SCHF as of Q1 2026.

  • LifePlan Investment Advisors held 186,203 shares of Schwab International Equity ETF worth $4.61M as of Q1 2026.
  • LifePlan Investment Advisors sold 8,950 Schwab International Equity ETF shares in Q1 2026, an estimated $228K.
  • Schwab International Equity ETF made up 1.81% of LifePlan Investment Advisors's portfolio in Q1 2026, its #15 holding.
  • LifePlan Investment Advisors first reported a position in Schwab International Equity ETF in Q2 2023 and has held it in 12 quarters since.
  • LifePlan Investment Advisors's Schwab International Equity ETF position peaked at $4.69M in Q4 2025.
  • 1,590 funds tracked by Wall St. Rank held Schwab International Equity ETF as of Q1 2026.

Based on LifePlan Investment Advisors's 13F filing for Q1 2026, filed 14 May 2026.