Transform Wealth’s Schwab International Equity ETF SCHF Stock Holding History

Transform 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
2025 Q1	$1.94M	Sell	98,207 -3,424	-3%	-$67.2K	0.12%	118
2024 Q4	$1.88M	Buy	101,631 +28,695	+39%	+$560K	0.1%	120
2024 Q3	$1.5M	Sell	72,936 -1,066	-1%	-$21.1K	0.1%	109
2024 Q2	$1.43M	Buy	74,002 +9,842	+15%	+$190K	0.11%	110
2024 Q1	$1.25M	Sell	64,160 -966	-1%	-$18.1K	0.12%	120
2023 Q4	$1.2M	Buy	65,126 +158	+0.2%	+$2.74K	0.12%	127
2023 Q3	$1.1M	Sell	64,968 -65,600	-50%	-$1.16M	0.12%	124
2023 Q2	$2.33M	Sell	130,568 -2,800	-2%	-$49.7K	0.21%	108
2023 Q1	$2.32M	Buy	133,368 +70,892	+113%	+$1.21M	0.22%	103
2022 Q4	$1.01M	Buy	+62,476	New	+$975K	0.11%	120

Other funds holding SCHF

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Empower Advisory Group Greenwood Village, Colorado $38.5B AUM 18.4% 1-Year Est. Return

Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return

Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

Corient Private Wealth Miami, Florida $69.9B AUM 22.19% 1-Year Est. Return

WANY

Wealthspire Advisors (New York) New York $12.7B AUM 17.31% 1-Year Est. Return

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

Transform Wealth's SCHF Position: Q1 2025 in Review

Transform Wealth reduced its Schwab International Equity ETF (SCHF) stake by 3.4% in Q1 2025, selling an estimated $67.2K and leaving 98,207 shares worth $1.94M. The position accounts for 0.12% of the portfolio, ranked #118.

Transform Wealth first reported a position in SCHF in Q4 2022 and has held it in 10 quarters since. The position peaked at $2.33M in Q2 2023. 1,307 funds tracked by Wall St. Rank hold SCHF as of Q1 2025.

Transform Wealth held 98,207 shares of Schwab International Equity ETF worth $1.94M as of Q1 2025.
Transform Wealth sold 3,424 Schwab International Equity ETF shares in Q1 2025, an estimated $67.2K.
Schwab International Equity ETF made up 0.12% of Transform Wealth's portfolio in Q1 2025, its #118 holding.
Transform Wealth first reported a position in Schwab International Equity ETF in Q4 2022 and has held it in 10 quarters since.
Transform Wealth's Schwab International Equity ETF position peaked at $2.33M in Q2 2023.
1,307 funds tracked by Wall St. Rank held Schwab International Equity ETF as of Q1 2025.

Based on Transform Wealth's 13F filing for Q1 2025, filed 15 Apr 2025.