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

Summit Financial’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 		$10.6M Buy
427,739
+69,062
+19% +$1.76M 0.13% 143
2025
Q4 		$8.62M Buy
358,677
+83,927
+31% +$2M 0.13% 148
2025
Q3 		$6.4M Sell
274,750
-5,554
-2% -$125K 0.1% 202
2025
Q2 		$6.19M Buy
280,304
+33,117
+13% +$689K 0.14% 132
2025
Q1 		$4.89M Buy
247,187
+216,256
+699% +$4.24M 0.14% 142
2024
Q4 		$572K Buy
30,931
+12,959
+72% +$253K 0.02% 424
2024
Q3 		$370K Buy
+17,972
New +$355K 0.01% 424

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

Summit Financial's SCHF Position: Q1 2026 in Review

Summit Financial increased its Schwab International Equity ETF (SCHF) stake by 19% in Q1 2026, buying an estimated $1.76M and bringing the position to 427,739 shares worth $10.6M. The position accounts for 0.13% of the portfolio, ranked #143.

Summit Financial first reported a position in SCHF in Q3 2024 and has held it in 7 quarters since. 1,590 funds tracked by Wall St. Rank hold SCHF as of Q1 2026.

  • Summit Financial held 427,739 shares of Schwab International Equity ETF worth $10.6M as of Q1 2026.
  • Summit Financial bought 69,062 Schwab International Equity ETF shares in Q1 2026, an estimated $1.76M.
  • Schwab International Equity ETF made up 0.13% of Summit Financial's portfolio in Q1 2026, its #143 holding.
  • Summit Financial first reported a position in Schwab International Equity ETF in Q3 2024 and has held it in 7 quarters since.
  • 1,590 funds tracked by Wall St. Rank held Schwab International Equity ETF as of Q1 2026.

Based on Summit Financial's 13F filing for Q1 2026, filed 15 May 2026.