Phil A. Younker & Associates’s Schwab International Equity ETF SCHF Stock Holding History

Phil A. Younker & Associates’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	$7.21M	Buy	291,215 +56,578	+24%	+$1.44M	4.81%	7
2025 Q4	$5.64M	Buy	234,637 +13,081	+6%	+$311K	3.93%	8
2025 Q3	$5.16M	Buy	221,556 +8,265	+4%	+$187K	3.95%	8
2025 Q2	$4.71M	Sell	213,291 -2	-0%	-$42	4.65%	8
2025 Q1	$4.22M	Sell	213,293 -2,266	-1%	-$44.5K	4.15%	8
2024 Q4	$3.99M	Buy	+215,559	New	+$4.21M	3.99%	7

Other funds holding SCHF

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Empower Advisory Group Greenwood Village, Colorado $38.5B AUM 18.4% 1-Year Est. Return

Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return

Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

Corient Private Wealth Miami, Florida $69.9B AUM 22.19% 1-Year Est. Return

MMA

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

US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return

Phil A. Younker & Associates's SCHF Position: Q1 2026 in Review

Phil A. Younker & Associates increased its Schwab International Equity ETF (SCHF) stake by 24% in Q1 2026, buying an estimated $1.44M and bringing the position to 291,215 shares worth $7.21M. The position accounts for 4.81% of the portfolio, ranked #7.

Phil A. Younker & Associates first reported a position in SCHF in Q4 2024 and has held it in 6 quarters since. 1,590 funds tracked by Wall St. Rank hold SCHF as of Q1 2026.

Phil A. Younker & Associates held 291,215 shares of Schwab International Equity ETF worth $7.21M as of Q1 2026.
Phil A. Younker & Associates bought 56,578 Schwab International Equity ETF shares in Q1 2026, an estimated $1.44M.
Schwab International Equity ETF made up 4.81% of Phil A. Younker & Associates's portfolio in Q1 2026, its #7 holding.
Phil A. Younker & Associates first reported a position in Schwab International Equity ETF in Q4 2024 and has held it in 6 quarters since.
1,590 funds tracked by Wall St. Rank held Schwab International Equity ETF as of Q1 2026.

Based on Phil A. Younker & Associates's 13F filing for Q1 2026, filed 17 Apr 2026.