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Marshall Financial Group (Pennsylvania)’s Schwab International Equity ETF SCHF Stock Holding History

Marshall Financial Group (Pennsylvania)’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 		$14.8M Sell
635,810
-1,077
-0.2% -$24.3K 4.07% 13
2025
Q2 		$14.1M Sell
636,887
-19,123
-3% -$398K 4.21% 13
2025
Q1 		$13M Sell
656,010
-16,961
-3% -$333K 4.08% 12
2024
Q4 		$12.4M Buy
672,971
+2,671
+0.4% +$52.1K 3.8% 13
2024
Q3 		$13.8M Buy
670,300
+12,482
+2% +$247K 4.16% 12
2024
Q2 		$12.6M Buy
657,818
+998
+0.2% +$19.3K 4.1% 12
2024
Q1 		$12.8M Buy
656,820
+5,900
+0.9% +$110K 4.22% 12
2023
Q4 		$12M Buy
650,920
+2,764
+0.4% +$48K 4.3% 12
2023
Q3 		$11M Buy
648,156
+3,308
+0.5% +$58.4K 4.48% 12
2023
Q2 		$11.5M Sell
644,848
-396
-0.1% -$7.03K 4.41% 12
2023
Q1 		$11.2M Buy
645,244
+4,346
+0.7% +$74.4K 4.56% 11
2022
Q4 		$10.3M Buy
640,898
+26,574
+4% +$415K 4.43% 12
2022
Q3 		$8.64M Sell
614,324
-31,690
-5% -$497K 4.08% 12
2022
Q2 		$10.2M Buy
646,014
+12,234
+2% +$208K 4.62% 10
2022
Q1 		$11.6M Sell
633,780
-12,156
-2% -$226K 4.64% 10
2021
Q4 		$12.6M Sell
645,936
-7,094
-1% -$139K 4.86% 9
2021
Q3 		$12.6M Buy
653,030
+8,260
+1% +$164K 5.32% 9
2021
Q2 		$12.7M Buy
644,770
+17,248
+3% +$341K 5.41% 9
2021
Q1 		$11.8M Sell
627,522
-1,712
-0.3% -$31.9K 5.36% 9
2020
Q4 		$11.3M Buy
629,234
+13,320
+2% +$225K 5.55% 8
2020
Q3 		$9.67M Buy
615,914
+10,134
+2% +$159K 5.71% 6
2020
Q2 		$9.01M Sell
605,780
-59,092
-9% -$831K 5.98% 6
2020
Q1 		$8.59M Buy
664,872
+78,906
+13% +$1.21M 6.95% 6
2019
Q4 		$9.85M Buy
585,966
+25,486
+5% +$419K 6.66% 7
2019
Q3 		$8.93M Sell
560,480
-6,902
-1% -$109K 6.8% 7
2019
Q2 		$9.1M Sell
567,382
-1,390
-0.2% -$22K 6.95% 6
2019
Q1 		$8.9M Buy
568,772
+14,900
+3% +$227K 7.28% 6
2018
Q4 		$7.85M Buy
+553,872
New +$8.48M 7.44% 6

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
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
Betterment LLC
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
Corient Private Wealth Miami, Florida $69.9B AUM 22.19% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return

Marshall Financial Group (Pennsylvania)'s SCHF Position: Q3 2025 in Review

Marshall Financial Group (Pennsylvania) reduced its Schwab International Equity ETF (SCHF) stake by 0.17% in Q3 2025, selling an estimated $24.3K and leaving 635,810 shares worth $14.8M. The position accounts for 4.07% of the portfolio, ranked #13.

Marshall Financial Group (Pennsylvania) first reported a position in SCHF in Q4 2018 and has held it in 28 quarters since. 1,392 funds tracked by Wall St. Rank hold SCHF as of Q3 2025.

  • Marshall Financial Group (Pennsylvania) held 635,810 shares of Schwab International Equity ETF worth $14.8M as of Q3 2025.
  • Marshall Financial Group (Pennsylvania) sold 1,077 Schwab International Equity ETF shares in Q3 2025, an estimated $24.3K.
  • Schwab International Equity ETF made up 4.07% of Marshall Financial Group (Pennsylvania)'s portfolio in Q3 2025, its #13 holding.
  • Marshall Financial Group (Pennsylvania) first reported a position in Schwab International Equity ETF in Q4 2018 and has held it in 28 quarters since.
  • 1,392 funds tracked by Wall St. Rank held Schwab International Equity ETF as of Q3 2025.

Based on Marshall Financial Group (Pennsylvania)'s 13F filing for Q3 2025, filed 4 Nov 2025.