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Michael A Dubis Financial Planning’s Schwab International Equity ETF SCHF Stock Holding History

Michael A Dubis Financial Planning’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
Q1 		$526K Hold
26,585
– – 0.51% 30
2024
Q4 		$492K Buy
+26,585
New +$519K 0.48% 30

Other funds holding SCHF

Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
Empower Advisory Group
Empower Advisory Group Greenwood Village, Colorado $41.9B AUM 18.91% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return
Corient Private Wealth
Corient Private Wealth Miami, Florida $72.2B AUM 27.85% 1-Year Est. Return
WANY
Wealthspire Advisors (New York) New York $18.2B AUM 21.48% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return

Michael A Dubis Financial Planning's SCHF Position: Q1 2025 in Review

Michael A Dubis Financial Planning held its Schwab International Equity ETF (SCHF) position steady in Q1 2025 at 26,585 shares worth $526K. The position accounts for 0.51% of the portfolio, ranked #30.

Michael A Dubis Financial Planning first reported a position in SCHF in Q4 2024 and has held it in 2 quarters since. 1,307 funds tracked by Wall St. Rank hold SCHF as of Q1 2025.

  • Michael A Dubis Financial Planning held 26,585 shares of Schwab International Equity ETF worth $526K as of Q1 2025.
  • Michael A Dubis Financial Planning left its Schwab International Equity ETF share count unchanged in Q1 2025.
  • Schwab International Equity ETF made up 0.51% of Michael A Dubis Financial Planning's portfolio in Q1 2025, its #30 holding.
  • Michael A Dubis Financial Planning first reported a position in Schwab International Equity ETF in Q4 2024 and has held it in 2 quarters since.
  • 1,307 funds tracked by Wall St. Rank held Schwab International Equity ETF as of Q1 2025.

Based on Michael A Dubis Financial Planning's 13F filing for Q1 2025, filed 15 Apr 2025.