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

MorganRosel 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 		$16.9M Sell
682,552
-480,044
-41% -$12.2M 6.66% 2
2025
Q4 		$27.9M Buy
1,162,596
+11,632
+1% +$277K 6.99% 2
2025
Q3 		$26.8M Sell
1,150,964
-82,192
-7% -$1.86M 6.94% 2
2025
Q2 		$27.3M Buy
1,233,156
+6,408
+0.5% +$133K 7.43% 2
2025
Q1 		$24.3M Sell
1,226,748
-42,011
-3% -$824K 7.37% 2
2024
Q4 		$23.5M Buy
1,268,759
+19,041
+2% +$372K 7.7% 2
2024
Q3 		$25.7M Buy
1,249,718
+17,730
+1% +$351K 8.47% 2
2024
Q2 		$23.7M Buy
1,231,988
+31,736
+3% +$614K 8.36% 2
2024
Q1 		$23.4M Sell
1,200,252
-23,904
-2% -$447K 8.35% 2
2023
Q4 		$22.6M Buy
1,224,156
+1,938
+0.2% +$33.6K 8.75% 2
2023
Q3 		$20.8M Buy
1,222,218
+29,216
+2% +$516K 8.66% 2
2023
Q2 		$21.3M Buy
1,193,002
+33,518
+3% +$595K 8.67% 2
2023
Q1 		$20.2M Sell
1,159,484
-75,064
-6% -$1.29M 8.61% 2
2022
Q4 		$19.9M Sell
1,234,548
-76,110
-6% -$1.19M 9.16% 2
2022
Q3 		$18.4M Buy
1,310,658
+328,146
+33% +$5.15M 9.25% 2
2022
Q2 		$15.4M Buy
982,512
+48,560
+5% +$827K 8.27% 2
2022
Q1 		$17.1M Buy
933,952
+172,906
+23% +$3.21M 8.31% 2
2021
Q4 		$14.8M Buy
761,046
+54,198
+8% +$1.06M 7.19% 4
2021
Q3 		$13.7M Buy
706,848
+82,874
+13% +$1.65M 7.47% 4
2021
Q2 		$12.3M Buy
623,974
+62,358
+11% +$1.23M 6.91% 4
2021
Q1 		$10.6M Buy
561,616
+80,932
+17% +$1.51M 6.66% 3
2020
Q4 		$8.65M Buy
480,684
+8,898
+2% +$150K 6.09% 5
2020
Q3 		$7.41M Buy
471,786
+15,628
+3% +$245K 5.96% 5
2020
Q2 		$6.79M Buy
456,158
+90,658
+25% +$1.27M 6.27% 5
2020
Q1 		$4.72M Buy
365,500
+49,510
+16% +$761K 5.38% 6
2019
Q4 		$5.31M Buy
315,990
+24,970
+9% +$411K 4.03% 6
2019
Q3 		$4.64M Buy
291,020
+67,442
+30% +$1.06M 3.8% 8
2019
Q2 		$3.59M Buy
223,578
+24,796
+12% +$392K 2.96% 11
2019
Q1 		$3.11M Buy
198,782
+102,432
+106% +$1.56M 2.64% 12
2018
Q4 		$1.37M Buy
+96,350
New +$1.47M 1.41% 16

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

MorganRosel Wealth Management's SCHF Position: Q1 2026 in Review

MorganRosel Wealth Management reduced its Schwab International Equity ETF (SCHF) stake by 41% in Q1 2026, selling an estimated $12.2M and leaving 682,552 shares worth $16.9M. The position accounts for 6.66% of the portfolio, ranked #2.

MorganRosel Wealth Management first reported a position in SCHF in Q4 2018 and has held it in 30 quarters since. The position peaked at $27.9M in Q4 2025. 1,590 funds tracked by Wall St. Rank hold SCHF as of Q1 2026.

  • MorganRosel Wealth Management held 682,552 shares of Schwab International Equity ETF worth $16.9M as of Q1 2026.
  • MorganRosel Wealth Management sold 480,044 Schwab International Equity ETF shares in Q1 2026, an estimated $12.2M.
  • Schwab International Equity ETF made up 6.66% of MorganRosel Wealth Management's portfolio in Q1 2026, its #2 holding.
  • MorganRosel Wealth Management first reported a position in Schwab International Equity ETF in Q4 2018 and has held it in 30 quarters since.
  • MorganRosel Wealth Management's Schwab International Equity ETF position peaked at $27.9M in Q4 2025.
  • 1,590 funds tracked by Wall St. Rank held Schwab International Equity ETF as of Q1 2026.

Based on MorganRosel Wealth Management's 13F filing for Q1 2026, filed 7 May 2026.