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Summit Financial Strategies’s Schwab International Equity ETF SCHF Stock Holding History

Summit Financial Strategies’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 		$4.93M Sell
199,171
-25,507
-11% -$649K 0.39% 25
2025
Q4 		$5.4M Sell
224,678
-43,280
-16% -$1.03M 0.44% 24
2025
Q3 		$6.24M Sell
267,958
-4,807
-2% -$109K 0.53% 22
2025
Q2 		$6.03M Sell
272,765
-14,124
-5% -$294K 0.56% 22
2025
Q1 		$5.67M Sell
286,889
-7,540
-3% -$148K 0.57% 22
2024
Q4 		$5.45M Sell
294,429
-2,791
-0.9% -$54.5K 0.6% 21
2024
Q3 		$6.11M Sell
297,220
-8,250
-3% -$163K 0.69% 20
2024
Q2 		$5.87M Buy
305,470
+2,558
+0.8% +$49.5K 0.73% 20
2024
Q1 		$5.91M Sell
302,912
-2,998
-1% -$56K 0.82% 17
2023
Q4 		$5.65M Sell
305,910
-4,292
-1% -$74.5K 0.86% 17
2023
Q3 		$5.27M Buy
310,202
+1,932
+0.6% +$34.1K 1% 14
2023
Q2 		$5.49M Sell
308,270
-9,262
-3% -$164K 1.02% 14
2023
Q1 		$5.53M Sell
317,532
-2,590
-0.8% -$44.3K 1.09% 14
2022
Q4 		$5.16M Sell
320,122
-140,722
-31% -$2.2M 1.11% 13
2022
Q3 		$6.48M Sell
460,844
-1,317,376
-74% -$20.7M 1.54% 12
2022
Q2 		$28M Sell
1,778,220
-46,668
-3% -$795K 6.55% 5
2022
Q1 		$33.5M Buy
1,824,888
+87,868
+5% +$1.63M 6.74% 4
2021
Q4 		$33.8M Buy
1,737,020
+44,342
+3% +$871K 6.52% 5
2021
Q3 		$32.8M Buy
1,692,678
+91,636
+6% +$1.82M 6.26% 5
2021
Q2 		$31.6M Buy
1,601,042
+411,114
+35% +$8.13M 6.26% 6
2021
Q1 		$22.2M Buy
1,189,928
+217,504
+22% +$4.06M 7.96% 4
2020
Q4 		$17.5M Buy
972,424
+33,930
+4% +$572K 6.02% 5
2020
Q3 		$14.7M Buy
938,494
+15,076
+2% +$237K 6% 5
2020
Q2 		$13.7M Buy
923,418
+12,694
+1% +$178K 6.11% 5
2020
Q1 		$11.8M Buy
910,724
+74,644
+9% +$1.15M 6.38% 5
2019
Q4 		$14.1M Buy
836,080
+4,280
+0.5% +$70.4K 6.88% 5
2019
Q3 		$13.3M Buy
831,800
+22,318
+3% +$351K 6.37% 6
2019
Q2 		$13M Buy
809,482
+24,392
+3% +$386K 6.31% 6
2019
Q1 		$12.3M Buy
785,090
+67,790
+9% +$1.03M 6.24% 7
2018
Q4 		$10.2M Buy
717,300
+14,550
+2% +$223K 5.7% 7
2018
Q3 		$11.8M Buy
702,750
+42,414
+6% +$706K 5.37% 8
2018
Q2 		$10.9M Buy
660,336
+49,668
+8% +$844K 5.3% 8
2018
Q1 		$10.3M Buy
610,668
+15,856
+3% +$273K 5.33% 8
2017
Q4 		$10.1M Buy
594,812
+22,830
+4% +$388K 5.3% 8
2017
Q3 		$9.57M Buy
571,982
+4,236
+0.7% +$69.1K 5.52% 8
2017
Q2 		$9.02M Buy
567,746
+18,666
+3% +$290K 5.44% 8
2017
Q1 		$8.2M Buy
549,080
+22,680
+4% +$329K 6% 7
2016
Q4 		$7.29M Buy
526,400
+25,612
+5% +$359K 4.98% 8
2016
Q3 		$7.21M Buy
500,788
+38,156
+8% +$538K 5.06% 8
2016
Q2 		$6.27M Buy
462,632
+35,360
+8% +$484K 4.65% 8
2016
Q1 		$5.79M Buy
427,272
+88,914
+26% +$1.15M 4.24% 8
2015
Q4 		$4.66M Sell
338,358
-38,666
-10% -$554K 3.63% 9
2015
Q3 		$5.16M Buy
377,024
+7,336
+2% +$108K 4.28% 8
2015
Q2 		$5.63M Buy
369,688
+28,534
+8% +$448K 4.39% 8
2015
Q1 		$5.16M Buy
341,154
+93,978
+38% +$1.4M 4.15% 8
2014
Q4 		$3.57M Buy
+247,176
New +$3.72M 2.89% 9

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

Summit Financial Strategies's SCHF Position: Q1 2026 in Review

Summit Financial Strategies reduced its Schwab International Equity ETF (SCHF) stake by 11% in Q1 2026, selling an estimated $649K and leaving 199,171 shares worth $4.93M. The position accounts for 0.39% of the portfolio, ranked #25.

Summit Financial Strategies first reported a position in SCHF in Q4 2014 and has held it in 46 quarters since. The position peaked at $33.8M in Q4 2021. 1,590 funds tracked by Wall St. Rank hold SCHF as of Q1 2026.

  • Summit Financial Strategies held 199,171 shares of Schwab International Equity ETF worth $4.93M as of Q1 2026.
  • Summit Financial Strategies sold 25,507 Schwab International Equity ETF shares in Q1 2026, an estimated $649K.
  • Schwab International Equity ETF made up 0.39% of Summit Financial Strategies's portfolio in Q1 2026, its #25 holding.
  • Summit Financial Strategies first reported a position in Schwab International Equity ETF in Q4 2014 and has held it in 46 quarters since.
  • Summit Financial Strategies's Schwab International Equity ETF position peaked at $33.8M in Q4 2021.
  • 1,590 funds tracked by Wall St. Rank held Schwab International Equity ETF as of Q1 2026.

Based on Summit Financial Strategies's 13F filing for Q1 2026, filed 1 May 2026.