NewSquare Capital’s Schwab International Equity ETF SCHF Stock Holding History

NewSquare Capital’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 Q2	$394K	Sell	14,234 -39	-0.3%	-$1.05K	0.03%	191
2026 Q1	$353K	Sell	14,273 -801	-5%	-$20.4K	0.03%	173
2025 Q4	$362K	Sell	15,074 -1,072	-7%	-$25.5K	0.03%	162
2025 Q3	$376K	Sell	16,146 -18	-0.1%	-$407	0.03%	162
2025 Q2	$357K	Buy	16,164 +1,068	+7%	+$22.2K	0.03%	156
2025 Q1	$299K	Hold	15,096	–	–	0.02%	164
2024 Q4	$279K	Sell	15,096 -8,392	-36%	-$164K	0.02%	160
2024 Q3	$483K	Buy	23,488 +21,194	+924%	+$419K	0.04%	146
2024 Q2	$44.1K	Buy	2,294 +2,290	+57,250%	+$44.3K	﹤0.01%	167
2024 Q1	$80	Sell	4 -2	-33%	-$37	﹤0.01%	414
2023 Q4	$112	Sell	6 -364	-98%	-$6.32K	﹤0.01%	468
2023 Q3	$6.28K	Sell	370 -5,194	-93%	-$91.8K	﹤0.01%	357
2023 Q2	$99.2K	Buy	5,564 +50	+0.9%	+$888	0.01%	176
2023 Q1	$95.9K	Buy	5,514 +468	+9%	+$8.01K	0.01%	167
2022 Q4	$81.3K	Buy	5,046 +5,042	+126,050%	+$78.7K	0.01%	165
2022 Q3	$0	Hold	4	–	–	﹤0.01%	470
2022 Q2	$0	Hold	4	–	–	﹤0.01%	414
2022 Q1	$0	Hold	4	–	–	﹤0.01%	453
2021 Q4	$0	Hold	4	–	–	﹤0.01%	388
2021 Q3	$0	Hold	4	–	–	﹤0.01%	378
2021 Q2	$0	Hold	4	–	–	﹤0.01%	370
2021 Q1	$0	Hold	4	–	–	﹤0.01%	355
2020 Q4	$0	Hold	4	–	–	﹤0.01%	372
2020 Q3	$0	Hold	4	–	–	﹤0.01%	389
2020 Q2	$0	Sell	4 -1,682	-100%	-$23.6K	﹤0.01%	431
2020 Q1	$22K	Buy	1,686 +1,682	+42,050%	+$25.9K	﹤0.01%	207
2019 Q4	$0	Sell	4 -2	-33%	-$33	﹤0.01%	326
2019 Q3	$0	Sell	6 -1,628	-100%	-$25.6K	﹤0.01%	339
2019 Q2	$26K	Hold	1,634	–	–	﹤0.01%	209
2019 Q1	$26K	Hold	1,634	–	–	0.01%	196
2018 Q4	$23K	Buy	1,634 +48	+3%	+$735	﹤0.01%	192
2018 Q3	$27K	Hold	1,586	–	–	0.01%	199
2018 Q2	$27K	Buy	+1,586	New	+$26.9K	0.01%	201

Other funds holding SCHF

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Empower Advisory Group Greenwood Village, Colorado $41.9B AUM 18.91% 1-Year Est. Return

Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return

Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return

Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return

MMA

Miracle Mile Advisors Los Angeles, California $8.53B AUM 21.43% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return

SCM

SCS Capital Management Boston, Massachusetts $10.6B AUM 19.73% 1-Year Est. Return

NewSquare Capital's SCHF Position: Q2 2026 in Review

NewSquare Capital reduced its Schwab International Equity ETF (SCHF) stake by 0.27% in Q2 2026, selling an estimated $1.05K and leaving 14,234 shares worth $394K. The position accounts for 0.03% of the portfolio, ranked #191.

NewSquare Capital first reported a position in SCHF in Q2 2018 and has held it in 33 quarters since. The position peaked at $483K in Q3 2024. 1,671 funds tracked by Wall St. Rank hold SCHF as of Q2 2026.

NewSquare Capital held 14,234 shares of Schwab International Equity ETF worth $394K as of Q2 2026.
NewSquare Capital sold 39 Schwab International Equity ETF shares in Q2 2026, an estimated $1.05K.
Schwab International Equity ETF made up 0.03% of NewSquare Capital's portfolio in Q2 2026, its #191 holding.
NewSquare Capital first reported a position in Schwab International Equity ETF in Q2 2018 and has held it in 33 quarters since.
NewSquare Capital's Schwab International Equity ETF position peaked at $483K in Q3 2024.
1,671 funds tracked by Wall St. Rank held Schwab International Equity ETF as of Q2 2026.

Based on NewSquare Capital's 13F filing for Q2 2026, filed 28 Jul 2026.