Schwallier Wealth Management’s Schwab International Equity ETF SCHF Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q1
$5.92M Sell
239,310
-18,768
-7% -$477K 4.33% 4
2025
Q4
$6.57M Sell
258,078
-17,457
-6% -$415K 4.19% 6
2025
Q3
$6.41M Sell
275,535
-12,879
-4% -$291K 4% 7
2025
Q2
$6.37M Buy
288,414
+44,499
+18% +$926K 3.9% 8
2025
Q1
$4.82M Sell
243,915
-90,056
-27% -$1.77M 3.56% 9
2024
Q4
$6.18M Buy
333,971
+10,373
+3% +$203K 4.7% 9
2024
Q3
$6.65M Buy
323,598
+22,944
+8% +$454K 4.76% 9
2024
Q2
$5.78M Sell
300,654
-15,862
-5% -$307K 4.69% 9
2024
Q1
$6.18M Sell
316,516
-4,688
-1% -$87.6K 4.98% 9
2023
Q4
$5.94M Buy
+321,204
New +$5.57M 4.92% 7

Other funds holding SCHF

Schwallier Wealth Management's SCHF Position: Q1 2026 in Review

Schwallier Wealth Management reduced its Schwab International Equity ETF (SCHF) stake by 7.3% in Q1 2026, selling an estimated $477K and leaving 239,310 shares worth $5.92M. The position accounts for 4.33% of the portfolio, ranked #4.

Schwallier Wealth Management first reported a position in SCHF in Q4 2023 and has held it in 10 quarters since. The position peaked at $6.65M in Q3 2024. 1,590 funds tracked by Wall St. Rank hold SCHF as of Q1 2026.

  • Schwallier Wealth Management held 239,310 shares of Schwab International Equity ETF worth $5.92M as of Q1 2026.
  • Schwallier Wealth Management sold 18,768 Schwab International Equity ETF shares in Q1 2026, an estimated $477K.
  • Schwab International Equity ETF made up 4.33% of Schwallier Wealth Management's portfolio in Q1 2026, its #4 holding.
  • Schwallier Wealth Management first reported a position in Schwab International Equity ETF in Q4 2023 and has held it in 10 quarters since.
  • Schwallier Wealth Management's Schwab International Equity ETF position peaked at $6.65M in Q3 2024.
  • 1,590 funds tracked by Wall St. Rank held Schwab International Equity ETF as of Q1 2026.

Based on Schwallier Wealth Management's 13F filing for Q1 2026, filed 5 May 2026.