Lutz Financial Services’s Schwab International Equity ETF SCHF Stock Holding History

Lutz Financial Services’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	$370K	Hold	14,938	–	–	0.02%	87
2025 Q4	$359K	Hold	14,938	–	–	0.02%	87
2025 Q3	$348K	Hold	14,938	–	–	0.03%	82
2025 Q2	$330K	Hold	14,938	–	–	0.03%	82
2025 Q1	$295K	Hold	14,938	–	–	0.02%	80
2024 Q4	$276K	Buy	+14,938	New	+$292K	0.02%	80
2020 Q1	–	Sell	-225,432	Closed	-$3.79M	–	65
2019 Q4	$3.79M	Buy	225,432 +6,328	+3%	+$104K	0.67%	31
2019 Q3	$3.49M	Buy	219,104 +7,494	+4%	+$118K	0.67%	30
2019 Q2	$3.4M	Buy	211,610 +16,150	+8%	+$256K	0.66%	31
2019 Q1	$3.06M	Sell	195,460 -21,020	-10%	-$320K	0.62%	28
2018 Q4	$3.07M	Buy	+216,480	New	+$3.31M	0.69%	30

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

Lutz Financial Services's SCHF Position: Q1 2026 in Review

Lutz Financial Services held its Schwab International Equity ETF (SCHF) position steady in Q1 2026 at 14,938 shares worth $370K. The position accounts for 0.02% of the portfolio, ranked #87.

Lutz Financial Services first reported a position in SCHF in Q4 2018 and has held it in 11 quarters since. The position peaked at $3.79M in Q4 2019. 1,590 funds tracked by Wall St. Rank hold SCHF as of Q1 2026.

Lutz Financial Services held 14,938 shares of Schwab International Equity ETF worth $370K as of Q1 2026.
Lutz Financial Services left its Schwab International Equity ETF share count unchanged in Q1 2026.
Schwab International Equity ETF made up 0.02% of Lutz Financial Services's portfolio in Q1 2026, its #87 holding.
Lutz Financial Services first reported a position in Schwab International Equity ETF in Q4 2018 and has held it in 11 quarters since.
Lutz Financial Services's Schwab International Equity ETF position peaked at $3.79M in Q4 2019.
1,590 funds tracked by Wall St. Rank held Schwab International Equity ETF as of Q1 2026.

Based on Lutz Financial Services's 13F filing for Q1 2026, filed 4 May 2026.