Roberts Wealth Advisors’s Schwab International Equity ETF SCHF Stock Holding History

Roberts Wealth Advisors’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	$11.8M	Buy	478,557 +34,504	+8%	+$878K	3.01%	7
2025 Q4	$10.7M	Buy	444,053 +40,802	+10%	+$970K	2.79%	8
2025 Q3	$9.39M	Buy	403,251 +7,370	+2%	+$166K	2.5%	9
2025 Q2	$8.75M	Buy	395,881 +33,675	+9%	+$701K	2.52%	10
2025 Q1	$7.16M	Buy	362,206 +18,845	+5%	+$370K	2.21%	11
2024 Q4	$6.4M	Buy	343,361 +19,661	+6%	+$384K	1.95%	12
2024 Q3	$6.53M	Buy	323,700 +18,522	+6%	+$366K	2.11%	12
2024 Q2	$5.94M	Buy	305,178 +23,984	+9%	+$464K	2.03%	13
2024 Q1	$5.29M	Buy	281,194 +15,604	+6%	+$292K	1.98%	13
2023 Q4	$14.6M	Buy	265,590 +27,162	+11%	+$471K	2.27%	11
2023 Q3	$4.05M	Buy	238,428 +10,168	+4%	+$180K	1.78%	16
2023 Q2	$4.07M	Buy	228,260 +12,280	+6%	+$218K	1.79%	16
2023 Q1	$3.79M	Buy	215,980 +6,602	+3%	+$113K	1.74%	18
2022 Q4	$3.39M	Buy	209,378 +30,756	+17%	+$480K	1.64%	18
2022 Q3	$2.59M	Buy	178,622 +101,058	+130%	+$1.59M	1.27%	30
2022 Q2	$1.22M	Hold	77,564	–	–	0.53%	54
2022 Q1	$1.44M	Hold	77,564	–	–	0.56%	52
2021 Q4	$1.52M	Buy	77,564 +1,292	+2%	+$25.4K	0.55%	54
2021 Q3	$1.48M	Buy	+76,272	New	+$1.52M	0.58%	51

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 $7.29B AUM 16.22% 1-Year Est. Return

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

Roberts Wealth Advisors's SCHF Position: Q1 2026 in Review

Roberts Wealth Advisors increased its Schwab International Equity ETF (SCHF) stake by 7.8% in Q1 2026, buying an estimated $878K and bringing the position to 478,557 shares worth $11.8M. The position accounts for 3.01% of the portfolio, ranked #7.

Roberts Wealth Advisors first reported a position in SCHF in Q3 2021 and has held it in 19 quarters since. The position peaked at $14.6M in Q4 2023. 1,590 funds tracked by Wall St. Rank hold SCHF as of Q1 2026.

Roberts Wealth Advisors held 478,557 shares of Schwab International Equity ETF worth $11.8M as of Q1 2026.
Roberts Wealth Advisors bought 34,504 Schwab International Equity ETF shares in Q1 2026, an estimated $878K.
Schwab International Equity ETF made up 3.01% of Roberts Wealth Advisors's portfolio in Q1 2026, its #7 holding.
Roberts Wealth Advisors first reported a position in Schwab International Equity ETF in Q3 2021 and has held it in 19 quarters since.
Roberts Wealth Advisors's Schwab International Equity ETF position peaked at $14.6M in Q4 2023.
1,590 funds tracked by Wall St. Rank held Schwab International Equity ETF as of Q1 2026.

Based on Roberts Wealth Advisors's 13F filing for Q1 2026, filed 8 Apr 2026.