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PDS Planning’s Schwab International Equity ETF SCHF Stock Holding History

PDS 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
2026
Q2 		$1.02M Buy
36,965
+2,016
+6% +$54.3K 0.06% 153
2026
Q1 		$865K Buy
34,949
+399
+1% +$10.2K 0.06% 166
2025
Q4 		$831K Buy
34,550
+17,395
+101% +$414K 0.06% 167
2025
Q3 		$399K Sell
17,155
-4,020
-19% -$90.8K 0.03% 293
2025
Q2 		$468K Buy
21,175
+131
+0.6% +$2.73K 0.03% 254
2025
Q1 		$416K Buy
21,044
+1,298
+7% +$25.5K 0.04% 246
2024
Q4 		$365K Buy
19,746
+1,614
+9% +$31.5K 0.03% 243
2024
Q3 		$373K Buy
18,132
+5,472
+43% +$108K 0.03% 250
2024
Q2 		$243K Buy
12,660
+264
+2% +$5.11K 0.02% 314
2024
Q1 		$242K Sell
12,396
-834
-6% -$15.6K 0.03% 316
2023
Q4 		$244K Sell
13,230
-810
-6% -$14.1K 0.03% 283
2023
Q3 		$238K Buy
14,040
+2,734
+24% +$48.3K 0.03% 255
2023
Q2 		$202K Buy
11,306
+290
+3% +$5.15K 0.03% 303
2023
Q1 		$192K Buy
11,016
+792
+8% +$13.6K 0.03% 272
2022
Q4 		$165K Buy
10,224
+456
+5% +$7.12K 0.03% 208
2022
Q3 		$137K Buy
9,768
+1,098
+13% +$17.2K 0.02% 190
2022
Q2 		$136K Buy
8,670
+8,384
+2,931% +$143K 0.02% 199
2022
Q1 		$5K Buy
+286
New +$5.32K ﹤0.01% 236
2021
Q4 		– Sell
-50
Closed -$1K – 228
2021
Q3 		$1K Hold
50
– – ﹤0.01% 211
2021
Q2 		$1K Hold
50
– – ﹤0.01% 199
2021
Q1 		$1K Buy
+50
New +$932 ﹤0.01% 175

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

PDS Planning's SCHF Position: Q2 2026 in Review

PDS Planning increased its Schwab International Equity ETF (SCHF) stake by 5.8% in Q2 2026, buying an estimated $54.3K and bringing the position to 36,965 shares worth $1.02M. The position accounts for 0.06% of the portfolio, ranked #153.

PDS Planning first reported a position in SCHF in Q1 2021 and has held it in 21 quarters since. 1,667 funds tracked by Wall St. Rank hold SCHF as of Q2 2026.

  • PDS Planning held 36,965 shares of Schwab International Equity ETF worth $1.02M as of Q2 2026.
  • PDS Planning bought 2,016 Schwab International Equity ETF shares in Q2 2026, an estimated $54.3K.
  • Schwab International Equity ETF made up 0.06% of PDS Planning's portfolio in Q2 2026, its #153 holding.
  • PDS Planning first reported a position in Schwab International Equity ETF in Q1 2021 and has held it in 21 quarters since.
  • 1,667 funds tracked by Wall St. Rank held Schwab International Equity ETF as of Q2 2026.

Based on PDS Planning's 13F filing for Q2 2026, filed 5 Aug 2026.