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Northeast Financial Group’s Schwab International Equity ETF SCHF Stock Holding History

Northeast Financial Group’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 		$20.1M Sell
811,818
-99,130
-11% -$2.52M 4.97% 4
2025
Q4 		$21.9M Buy
910,948
+12,488
+1% +$297K 4.95% 5
2025
Q3 		$20.9M Buy
898,460
+16,656
+2% +$376K 5.21% 5
2025
Q2 		$19.5M Buy
881,804
+12,835
+1% +$267K 5.68% 3
2025
Q1 		$17.2M Sell
868,969
-69,799
-7% -$1.37M 6.02% 3
2024
Q4 		$17.4M Buy
938,768
+59,678
+7% +$1.17M 6.37% 3
2024
Q3 		$18.1M Buy
879,090
+69,558
+9% +$1.38M 6.73% 3
2024
Q2 		$15.6M Buy
809,532
+109,186
+16% +$2.11M 6.66% 4
2024
Q1 		$13.7M Buy
700,346
+204,466
+41% +$3.82M 6.04% 5
2023
Q4 		$9.16M Buy
495,880
+118,504
+31% +$2.06M 4.49% 7
2023
Q3 		$6.41M Buy
377,376
+113,892
+43% +$2.01M 3.94% 8
2023
Q2 		$4.7M Buy
263,484
+188,900
+253% +$3.35M 3.01% 8
2023
Q1 		$1.31M Buy
74,584
+826
+1% +$14.1K 0.95% 25
2022
Q4 		$1.19M Buy
+73,758
New +$1.15M 0.94% 28
2022
Q1 		– Sell
-502,030
Closed -$9.76M – 47
2021
Q4 		$9.76M Buy
502,030
+7,254
+1% +$142K 5.71% 6
2021
Q3 		$9.57M Buy
+494,776
New +$9.84M 6.17% 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
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

Northeast Financial Group's SCHF Position: Q1 2026 in Review

Northeast Financial Group reduced its Schwab International Equity ETF (SCHF) stake by 11% in Q1 2026, selling an estimated $2.52M and leaving 811,818 shares worth $20.1M. The position accounts for 4.97% of the portfolio, ranked #4.

Northeast Financial Group first reported a position in SCHF in Q3 2021 and has held it in 16 quarters since. The position peaked at $21.9M in Q4 2025. 1,590 funds tracked by Wall St. Rank hold SCHF as of Q1 2026.

  • Northeast Financial Group held 811,818 shares of Schwab International Equity ETF worth $20.1M as of Q1 2026.
  • Northeast Financial Group sold 99,130 Schwab International Equity ETF shares in Q1 2026, an estimated $2.52M.
  • Schwab International Equity ETF made up 4.97% of Northeast Financial Group's portfolio in Q1 2026, its #4 holding.
  • Northeast Financial Group first reported a position in Schwab International Equity ETF in Q3 2021 and has held it in 16 quarters since.
  • Northeast Financial Group's Schwab International Equity ETF position peaked at $21.9M in Q4 2025.
  • 1,590 funds tracked by Wall St. Rank held Schwab International Equity ETF as of Q1 2026.

Based on Northeast Financial Group's 13F filing for Q1 2026, filed 15 May 2026.