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Stephenson & Company’s Schwab International Equity ETF SCHF Stock Holding History

Stephenson & Company’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 		$228K Hold
9,207
– – 0.12% 37
2025
Q4 		$221K Hold
9,207
– – 0.12% 43
2025
Q3 		$214K Hold
9,207
– – 0.12% 40
2025
Q2 		$203K Sell
9,207
-2,397
-21% -$49.9K 0.12% 41
2025
Q1 		$230K Sell
11,604
-4,320
-27% -$84.7K 0.15% 34
2024
Q4 		$295K Hold
15,924
– – 0.2% 27
2024
Q3 		$327K Hold
15,924
– – 0.22% 25
2024
Q2 		$306K Hold
15,924
– – 0.23% 25
2024
Q1 		$311K Hold
15,924
– – 0.23% 25
2023
Q4 		$294K Buy
+15,924
New +$276K 0.25% 24

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 $8.53B AUM 21.43% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return

Stephenson & Company's SCHF Position: Q1 2026 in Review

Stephenson & Company held its Schwab International Equity ETF (SCHF) position steady in Q1 2026 at 9,207 shares worth $228K. The position accounts for 0.12% of the portfolio, ranked #37.

Stephenson & Company first reported a position in SCHF in Q4 2023 and has held it in 10 quarters since. The position peaked at $327K in Q3 2024. 1,590 funds tracked by Wall St. Rank hold SCHF as of Q1 2026.

  • Stephenson & Company held 9,207 shares of Schwab International Equity ETF worth $228K as of Q1 2026.
  • Stephenson & Company left its Schwab International Equity ETF share count unchanged in Q1 2026.
  • Schwab International Equity ETF made up 0.12% of Stephenson & Company's portfolio in Q1 2026, its #37 holding.
  • Stephenson & Company first reported a position in Schwab International Equity ETF in Q4 2023 and has held it in 10 quarters since.
  • Stephenson & Company's Schwab International Equity ETF position peaked at $327K in Q3 2024.
  • 1,590 funds tracked by Wall St. Rank held Schwab International Equity ETF as of Q1 2026.

Based on Stephenson & Company's 13F filing for Q1 2026, filed 12 May 2026.