Sound View Wealth Advisors Group’s Schwab International Equity ETF SCHF Stock Holding History

Sound View Wealth Advisors 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	$7.7M	Buy	311,252 +7,823	+3%	+$199K	0.52%	50
2025 Q4	$7.29M	Buy	303,429 +22,770	+8%	+$541K	0.49%	51
2025 Q3	$6.53M	Buy	280,659 +94,556	+51%	+$2.14M	0.45%	56
2025 Q2	$4.11M	Buy	186,103 +135,496	+268%	+$2.82M	0.3%	77
2025 Q1	$1M	Buy	+50,607	New	+$993K	0.08%	174

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 $8.53B AUM 21.43% 1-Year Est. Return

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

Sound View Wealth Advisors Group's SCHF Position: Q1 2026 in Review

Sound View Wealth Advisors Group increased its Schwab International Equity ETF (SCHF) stake by 2.6% in Q1 2026, buying an estimated $199K and bringing the position to 311,252 shares worth $7.7M. The position accounts for 0.52% of the portfolio, ranked #50.

Sound View Wealth Advisors Group first reported a position in SCHF in Q1 2025 and has held it in 5 quarters since. 1,590 funds tracked by Wall St. Rank hold SCHF as of Q1 2026.

Sound View Wealth Advisors Group held 311,252 shares of Schwab International Equity ETF worth $7.7M as of Q1 2026.
Sound View Wealth Advisors Group bought 7,823 Schwab International Equity ETF shares in Q1 2026, an estimated $199K.
Schwab International Equity ETF made up 0.52% of Sound View Wealth Advisors Group's portfolio in Q1 2026, its #50 holding.
Sound View Wealth Advisors Group first reported a position in Schwab International Equity ETF in Q1 2025 and has held it in 5 quarters since.
1,590 funds tracked by Wall St. Rank held Schwab International Equity ETF as of Q1 2026.

Based on Sound View Wealth Advisors Group's 13F filing for Q1 2026, filed 6 May 2026.