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

Long Island 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	$2.83M	Buy	114,499 +7,242	+7%	+$184K	1.31%	20
2025 Q4	$2.58M	Sell	107,257 -1,127	-1%	-$26.8K	1.22%	20
2025 Q3	$2.52M	Hold	108,384	–	–	1.23%	20
2025 Q2	$2.4M	Sell	108,384 -2,021	-2%	-$42.1K	1.24%	19
2025 Q1	$2.18M	Buy	110,405 +20,519	+23%	+$403K	1.33%	20
2024 Q4	$1.66M	Sell	89,886 -60,448	-40%	-$1.18M	1.04%	22
2024 Q3	$3.09M	Buy	150,334 +8,118	+6%	+$161K	2.03%	16
2024 Q2	$2.73M	Buy	142,216 +342	+0.2%	+$6.62K	1.93%	15
2024 Q1	$2.77M	Buy	141,874 +8,638	+6%	+$161K	1.95%	15
2023 Q4	$2.46M	Buy	+133,236	New	+$2.31M	1.76%	15

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

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

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

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

Long Island Wealth Management's SCHF Position: Q1 2026 in Review

Long Island Wealth Management increased its Schwab International Equity ETF (SCHF) stake by 6.8% in Q1 2026, buying an estimated $184K and bringing the position to 114,499 shares worth $2.83M. The position accounts for 1.31% of the portfolio, ranked #20.

Long Island Wealth Management first reported a position in SCHF in Q4 2023 and has held it in 10 quarters since. The position peaked at $3.09M in Q3 2024. 1,592 funds tracked by Wall St. Rank hold SCHF as of Q1 2026.

Long Island Wealth Management held 114,499 shares of Schwab International Equity ETF worth $2.83M as of Q1 2026.
Long Island Wealth Management bought 7,242 Schwab International Equity ETF shares in Q1 2026, an estimated $184K.
Schwab International Equity ETF made up 1.31% of Long Island Wealth Management's portfolio in Q1 2026, its #20 holding.
Long Island Wealth Management first reported a position in Schwab International Equity ETF in Q4 2023 and has held it in 10 quarters since.
Long Island Wealth Management's Schwab International Equity ETF position peaked at $3.09M in Q3 2024.
1,592 funds tracked by Wall St. Rank held Schwab International Equity ETF as of Q1 2026.

Based on Long Island Wealth Management's 13F filing for Q1 2026, filed 21 Apr 2026.