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Stone Summit Wealth’s Schwab International Equity ETF SCHF Stock Holding History

Stone Summit Wealth’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 		$746K Buy
30,142
+26
+0.1% +$661 0.21% 78
2025
Q4 		$724K Sell
30,116
-1,316
-4% -$31.3K 0.2% 78
2025
Q3 		$732K Sell
31,432
-4,225
-12% -$95.4K 0.21% 78
2025
Q2 		$788K Sell
35,657
-341
-0.9% -$7.1K 0.24% 79
2025
Q1 		$712K Sell
35,998
-249
-0.7% -$4.88K 0.24% 78
2024
Q4 		$671K Buy
36,247
+691
+2% +$13.5K 0.23% 82
2024
Q3 		$731K Sell
35,556
-400
-1% -$7.91K 0.24% 81
2024
Q2 		$691K Hold
35,956
– – 0.25% 77
2024
Q1 		$702K Buy
35,956
+1,924
+6% +$36K 0.24% 80
2023
Q4 		$629K Sell
34,032
-1,990
-6% -$34.5K 0.24% 90
2023
Q3 		$612K Sell
36,022
-830
-2% -$14.7K 0.26% 87
2023
Q2 		$657K Buy
36,852
+15,406
+72% +$274K 0.27% 85
2023
Q1 		$373K Buy
21,446
+1,300
+6% +$22.3K 0.17% 102
2022
Q4 		$324K Buy
+20,146
New +$315K 0.16% 111

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

Stone Summit Wealth's SCHF Position: Q1 2026 in Review

Stone Summit Wealth increased its Schwab International Equity ETF (SCHF) stake by 0.09% in Q1 2026, buying an estimated $661 and bringing the position to 30,142 shares worth $746K. The position accounts for 0.21% of the portfolio, ranked #78.

Stone Summit Wealth first reported a position in SCHF in Q4 2022 and has held it in 14 quarters since. The position peaked at $788K in Q2 2025. 1,590 funds tracked by Wall St. Rank hold SCHF as of Q1 2026.

  • Stone Summit Wealth held 30,142 shares of Schwab International Equity ETF worth $746K as of Q1 2026.
  • Stone Summit Wealth bought 26 Schwab International Equity ETF shares in Q1 2026, an estimated $661.
  • Schwab International Equity ETF made up 0.21% of Stone Summit Wealth's portfolio in Q1 2026, its #78 holding.
  • Stone Summit Wealth first reported a position in Schwab International Equity ETF in Q4 2022 and has held it in 14 quarters since.
  • Stone Summit Wealth's Schwab International Equity ETF position peaked at $788K in Q2 2025.
  • 1,590 funds tracked by Wall St. Rank held Schwab International Equity ETF as of Q1 2026.

Based on Stone Summit Wealth's 13F filing for Q1 2026, filed 23 Apr 2026.