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

Shakespeare Wealth Management’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 Q2	$1.03M	Hold	37,098	–	–	0.27%	32
2026 Q1	$918K	Hold	37,098	–	–	0.22%	45
2025 Q4	$892K	Hold	37,098	–	–	0.2%	47
2025 Q3	$864K	Hold	37,098	–	–	0.2%	46
2025 Q2	$820K	Buy	37,098 +2,700	+8%	+$56.2K	0.22%	47
2025 Q1	$680K	Hold	34,398	–	–	0.18%	51
2024 Q4	$636K	Hold	34,398	–	–	0.17%	49
2024 Q3	$707K	Hold	34,398	–	–	0.18%	51
2024 Q2	$661K	Buy	34,398 +21,452	+166%	+$415K	0.19%	47
2024 Q1	$253K	Hold	12,946	–	–	0.07%	75
2023 Q4	$239K	Hold	12,946	–	–	0.07%	76
2023 Q3	$220K	Hold	12,946	–	–	0.08%	74
2023 Q2	$231K	Hold	12,946	–	–	0.08%	71
2023 Q1	$225K	Hold	12,946	–	–	0.08%	71
2022 Q4	$208K	Buy	+12,946	New	+$202K	0.08%	74

Other funds holding SCHF

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Empower Advisory Group Greenwood Village, Colorado $41.9B AUM 18.91% 1-Year Est. Return

Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return

Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return

Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return

MMA

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

US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return

SCM

SCS Capital Management Boston, Massachusetts $10.6B AUM 19.73% 1-Year Est. Return

Shakespeare Wealth Management's SCHF Position: Q2 2026 in Review

Shakespeare Wealth Management held its Schwab International Equity ETF (SCHF) position steady in Q2 2026 at 37,098 shares worth $1.03M. The position accounts for 0.27% of the portfolio, ranked #32.

Shakespeare Wealth Management first reported a position in SCHF in Q4 2022 and has held it in 15 quarters since. 1,671 funds tracked by Wall St. Rank hold SCHF as of Q2 2026.

Shakespeare Wealth Management held 37,098 shares of Schwab International Equity ETF worth $1.03M as of Q2 2026.
Shakespeare Wealth Management left its Schwab International Equity ETF share count unchanged in Q2 2026.
Schwab International Equity ETF made up 0.27% of Shakespeare Wealth Management's portfolio in Q2 2026, its #32 holding.
Shakespeare Wealth Management first reported a position in Schwab International Equity ETF in Q4 2022 and has held it in 15 quarters since.
1,671 funds tracked by Wall St. Rank held Schwab International Equity ETF as of Q2 2026.

Based on Shakespeare Wealth Management's 13F filing for Q2 2026, filed 20 Jul 2026.