Safeguard Financial’s Schwab International Equity ETF SCHF Stock Holding History

Safeguard Financial’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
2025 Q1	$1.14M	Sell	57,550 -1,418	-2%	-$27.8K	0.25%	33
2024 Q4	$1.09M	Sell	58,968 -1,720	-3%	-$33.6K	0.24%	39
2024 Q3	$1.25M	Buy	60,688 +12,430	+26%	+$246K	0.29%	33
2024 Q2	$927K	Buy	48,258 +10,320	+27%	+$200K	0.26%	38
2024 Q1	$740K	Sell	37,938 -638	-2%	-$11.9K	0.24%	39
2023 Q4	$713K	Sell	38,576 -704	-2%	-$12.2K	0.27%	38
2023 Q3	$667K	Sell	39,280 -288	-0.7%	-$5.09K	0.32%	39
2023 Q2	$705K	Buy	39,568 +286	+0.7%	+$5.08K	0.34%	37
2023 Q1	$684K	Sell	39,282 -4,266	-10%	-$73K	0.42%	39
2022 Q4	$701K	Buy	43,548 +40	+0.1%	+$625	0.5%	33
2022 Q3	$612K	Buy	43,508 +1,432	+3%	+$22.5K	0.57%	29
2022 Q2	$661K	Buy	42,076 +2,002	+5%	+$34.1K	0.79%	25
2022 Q1	$736K	Buy	+40,074	New	+$745K	1.1%	23

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

WANY

Wealthspire Advisors (New York) New York $12.7B AUM 17.31% 1-Year Est. Return

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

Safeguard Financial's SCHF Position: Q1 2025 in Review

Safeguard Financial reduced its Schwab International Equity ETF (SCHF) stake by 2.4% in Q1 2025, selling an estimated $27.8K and leaving 57,550 shares worth $1.14M. The position accounts for 0.25% of the portfolio, ranked #33.

Safeguard Financial first reported a position in SCHF in Q1 2022 and has held it in 13 quarters since. The position peaked at $1.25M in Q3 2024. 1,306 funds tracked by Wall St. Rank hold SCHF as of Q1 2025.

Safeguard Financial held 57,550 shares of Schwab International Equity ETF worth $1.14M as of Q1 2025.
Safeguard Financial sold 1,418 Schwab International Equity ETF shares in Q1 2025, an estimated $27.8K.
Schwab International Equity ETF made up 0.25% of Safeguard Financial's portfolio in Q1 2025, its #33 holding.
Safeguard Financial first reported a position in Schwab International Equity ETF in Q1 2022 and has held it in 13 quarters since.
Safeguard Financial's Schwab International Equity ETF position peaked at $1.25M in Q3 2024.
1,306 funds tracked by Wall St. Rank held Schwab International Equity ETF as of Q1 2025.

Based on Safeguard Financial's 13F filing for Q1 2025, filed 11 Apr 2025.