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McKinley Carter Wealth Services’s Schwab International Equity ETF SCHF Stock Holding History

McKinley Carter Wealth 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 		$6.77M Sell
273,337
-21,056
-7% -$536K 0.39% 66
2025
Q4 		$7.08M Sell
294,393
-49,800
-14% -$1.18M 0.4% 59
2025
Q3 		$8.01M Sell
344,193
-5,590
-2% -$126K 0.42% 55
2025
Q2 		$7.73M Sell
349,783
-8,060
-2% -$168K 0.43% 56
2025
Q1 		$7.08M Sell
357,843
-56,439
-14% -$1.11M 0.43% 50
2024
Q4 		$7.66M Sell
414,282
-15,756
-4% -$308K 0.47% 51
2024
Q3 		$8.84M Sell
430,038
-1,534
-0.4% -$30.3K 0.53% 43
2024
Q2 		$8.29M Sell
431,572
-11,900
-3% -$230K 0.53% 46
2024
Q1 		$8.65M Sell
443,472
-2,514
-0.6% -$47K 0.58% 41
2023
Q4 		$8.24M Sell
445,986
-15,642
-3% -$271K 0.6% 38
2023
Q3 		$7.84M Buy
461,628
+2,560
+0.6% +$45.2K 0.62% 35
2023
Q2 		$8.18M Sell
459,068
-17,710
-4% -$315K 0.61% 33
2023
Q1 		$8.3M Sell
476,778
-19,266
-4% -$330K 0.65% 29
2022
Q4 		$7.99M Sell
496,044
-29,720
-6% -$464K 0.68% 31
2022
Q3 		$7.39M Sell
525,764
-71,260
-12% -$1.12M 0.69% 30
2022
Q2 		$9.39M Sell
597,024
-163,948
-22% -$2.79M 0.83% 25
2022
Q1 		$14M Sell
760,972
-40,670
-5% -$756K 1.09% 19
2021
Q4 		$15.6M Buy
801,642
+308,988
+63% +$6.07M 1.16% 18
2021
Q3 		$9.53M Sell
492,654
-7,584
-2% -$151K 0.78% 26
2021
Q2 		$9.87M Sell
500,238
-9,770
-2% -$193K 0.82% 22
2021
Q1 		$9.59M Buy
+510,008
New +$9.51M 0.82% 23

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 $7.29B AUM 16.22% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return

McKinley Carter Wealth Services's SCHF Position: Q1 2026 in Review

McKinley Carter Wealth Services reduced its Schwab International Equity ETF (SCHF) stake by 7.2% in Q1 2026, selling an estimated $536K and leaving 273,337 shares worth $6.77M. The position accounts for 0.39% of the portfolio, ranked #66.

McKinley Carter Wealth Services first reported a position in SCHF in Q1 2021 and has held it in 21 quarters since. The position peaked at $15.6M in Q4 2021. 1,590 funds tracked by Wall St. Rank hold SCHF as of Q1 2026.

  • McKinley Carter Wealth Services held 273,337 shares of Schwab International Equity ETF worth $6.77M as of Q1 2026.
  • McKinley Carter Wealth Services sold 21,056 Schwab International Equity ETF shares in Q1 2026, an estimated $536K.
  • Schwab International Equity ETF made up 0.39% of McKinley Carter Wealth Services's portfolio in Q1 2026, its #66 holding.
  • McKinley Carter Wealth Services first reported a position in Schwab International Equity ETF in Q1 2021 and has held it in 21 quarters since.
  • McKinley Carter Wealth Services's Schwab International Equity ETF position peaked at $15.6M in Q4 2021.
  • 1,590 funds tracked by Wall St. Rank held Schwab International Equity ETF as of Q1 2026.

Based on McKinley Carter Wealth Services's 13F filing for Q1 2026, filed 20 Apr 2026.