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Summit Wealth & Retirement Planning’s Schwab International Equity ETF SCHF Stock Holding History

Summit Wealth & Retirement Planning’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 		$28.6M Sell
1,154,813
-326,240
-22% -$8.3M 6.82% 4
2025
Q4 		$35.6M Buy
1,481,053
+48,884
+3% +$1.16M 8.38% 4
2025
Q3 		$33.3M Buy
1,432,169
+160,333
+13% +$3.62M 8.19% 4
2025
Q2 		$28.1M Buy
1,271,836
+22,225
+2% +$463K 7.55% 4
2025
Q1 		$24.7M Buy
1,249,611
+76,441
+7% +$1.5M 7.57% 4
2024
Q4 		$21.7M Buy
1,173,170
+30,180
+3% +$589K 6.72% 4
2024
Q3 		$23.5M Buy
1,142,990
+36,502
+3% +$722K 7.5% 4
2024
Q2 		$21.3M Buy
1,106,488
+39,502
+4% +$765K 7.24% 4
2024
Q1 		$20.8M Buy
1,066,986
+48,708
+5% +$911K 7.42% 4
2023
Q4 		$18.8M Buy
1,018,278
+21,230
+2% +$368K 7.95% 4
2023
Q3 		$16.9M Buy
997,048
+61,892
+7% +$1.09M 6.81% 4
2023
Q2 		$16.7M Buy
935,156
+66,708
+8% +$1.18M 6.56% 5
2023
Q1 		$15.1M Buy
868,448
+76,054
+10% +$1.3M 5.65% 5
2022
Q4 		$12.8M Buy
792,394
+15,032
+2% +$235K 5.19% 5
2022
Q3 		$10.9M Sell
777,362
-11,184
-1% -$176K 4.35% 6
2022
Q2 		$12.4M Buy
788,546
+54,730
+7% +$932K 4.76% 5
2022
Q1 		$13.5M Sell
733,816
-7,976
-1% -$148K 4.76% 5
2021
Q4 		$14.4M Buy
741,792
+72,838
+11% +$1.43M 4.93% 5
2021
Q3 		$12.9M Buy
668,954
+41,464
+7% +$825K 4.74% 5
2021
Q2 		$12.4M Sell
627,490
-3,156
-0.5% -$62.4K 4.58% 5
2021
Q1 		$11.9M Buy
630,646
+54,122
+9% +$1.01M 4.41% 6
2020
Q4 		$10.4M Buy
576,524
+47,064
+9% +$794K 3.94% 6
2020
Q3 		$8.31M Buy
529,460
+10,190
+2% +$160K 3.57% 7
2020
Q2 		$7.72M Buy
519,270
+6,308
+1% +$88.7K 3.62% 5
2020
Q1 		$6.63M Sell
512,962
-219,948
-30% -$3.38M 3.54% 6
2019
Q4 		$12.3M Sell
732,910
-15,622
-2% -$257K 5.49% 4
2019
Q3 		$11.9M Sell
748,532
-5,016
-0.7% -$78.9K 7.2% 3
2019
Q2 		$12.1M Sell
753,548
-604
-0.1% -$9.56K 7.07% 3
2019
Q1 		$11.8M Sell
754,152
-18,054
-2% -$275K 7.02% 3
2018
Q4 		$10.9M Buy
+772,206
New +$11.8M 8.3% 3

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 Wealth & Retirement Planning's SCHF Position: Q1 2026 in Review

Summit Wealth & Retirement Planning reduced its Schwab International Equity ETF (SCHF) stake by 22% in Q1 2026, selling an estimated $8.3M and leaving 1,154,813 shares worth $28.6M. The position accounts for 6.82% of the portfolio, ranked #4.

Summit Wealth & Retirement Planning first reported a position in SCHF in Q4 2018 and has held it in 30 quarters since. The position peaked at $35.6M in Q4 2025. 1,590 funds tracked by Wall St. Rank hold SCHF as of Q1 2026.

  • Summit Wealth & Retirement Planning held 1,154,813 shares of Schwab International Equity ETF worth $28.6M as of Q1 2026.
  • Summit Wealth & Retirement Planning sold 326,240 Schwab International Equity ETF shares in Q1 2026, an estimated $8.3M.
  • Schwab International Equity ETF made up 6.82% of Summit Wealth & Retirement Planning's portfolio in Q1 2026, its #4 holding.
  • Summit Wealth & Retirement Planning first reported a position in Schwab International Equity ETF in Q4 2018 and has held it in 30 quarters since.
  • Summit Wealth & Retirement Planning's Schwab International Equity ETF position peaked at $35.6M in Q4 2025.
  • 1,590 funds tracked by Wall St. Rank held Schwab International Equity ETF as of Q1 2026.

Based on Summit Wealth & Retirement Planning's 13F filing for Q1 2026, filed 11 May 2026.