SFMG
SCHF icon

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

Sage Financial Management 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 		$9.63M Sell
389,142
-300
-0.1% -$7.63K 2.96% 10
2025
Q4 		$9.36M Sell
389,442
-949
-0.2% -$22.6K 2.86% 11
2025
Q3 		$9.09M Sell
390,391
-1,320
-0.3% -$29.8K 2.9% 10
2025
Q2 		$8.66M Sell
391,711
-20,992
-5% -$437K 2.99% 10
2025
Q1 		$8.16M Sell
412,703
-351
-0.1% -$6.89K 2.96% 11
2024
Q4 		$7.64M Buy
413,054
+7,318
+2% +$143K 2.83% 11
2024
Q3 		$8.34M Buy
+405,736
New +$8.02M 3.23% 10
2024
Q2 		– Sell
-406,656
Closed -$7.93M – 37
2024
Q1 		$7.93M Buy
406,656
+13,188
+3% +$247K 3.76% 10
2023
Q4 		$7.27M Sell
393,468
-2,586
-0.7% -$44.9K 3.9% 8
2023
Q3 		$6.72M Buy
+396,054
New +$7M 4.04% 8
2023
Q2 		– Sell
-374,010
Closed -$6.51M – 22
2023
Q1 		$6.51M Sell
374,010
-33,476
-8% -$573K 5.24% 8
2022
Q4 		$6.56M Buy
407,486
+305,856
+301% +$4.78M 4.59% 9
2022
Q3 		$1.43M Sell
101,630
-8,762
-8% -$138K 1.26% 16
2022
Q2 		$1.74M Sell
110,392
-10,770
-9% -$183K 1.22% 18
2022
Q1 		$2.23M Sell
121,162
-560
-0.5% -$10.4K 1.53% 15
2021
Q4 		$2.37M Buy
+121,722
New +$2.39M 1.58% 15
2021
Q3 		– Sell
-494,610
Closed -$9.76M – 21
2021
Q2 		$9.76M Buy
494,610
+25,568
+5% +$505K 8.9% 4
2021
Q1 		$8.82M Sell
469,042
-18,534
-4% -$346K 6.79% 5
2020
Q4 		$8.78M Buy
+487,576
New +$8.22M 6.89% 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

Sage Financial Management Group's SCHF Position: Q1 2026 in Review

Sage Financial Management Group reduced its Schwab International Equity ETF (SCHF) stake by 0.08% in Q1 2026, selling an estimated $7.63K and leaving 389,142 shares worth $9.63M. The position accounts for 2.96% of the portfolio, ranked #10.

Sage Financial Management Group first reported a position in SCHF in Q4 2020 and has held it in 19 quarters since. The position peaked at $9.76M in Q2 2021. 1,590 funds tracked by Wall St. Rank hold SCHF as of Q1 2026.

  • Sage Financial Management Group held 389,142 shares of Schwab International Equity ETF worth $9.63M as of Q1 2026.
  • Sage Financial Management Group sold 300 Schwab International Equity ETF shares in Q1 2026, an estimated $7.63K.
  • Schwab International Equity ETF made up 2.96% of Sage Financial Management Group's portfolio in Q1 2026, its #10 holding.
  • Sage Financial Management Group first reported a position in Schwab International Equity ETF in Q4 2020 and has held it in 19 quarters since.
  • Sage Financial Management Group's Schwab International Equity ETF position peaked at $9.76M in Q2 2021.
  • 1,590 funds tracked by Wall St. Rank held Schwab International Equity ETF as of Q1 2026.

Based on Sage Financial Management Group's 13F filing for Q1 2026, filed 21 Apr 2026.