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Valpey Financial Services’s Schwab International Equity ETF SCHF Stock Holding History

Valpey Financial Services’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 		$4.99M Sell
201,480
-19,713
-9% -$501K 3.24% 11
2025
Q4 		$5.32M Sell
221,193
-2,463
-1% -$58.5K 3.39% 9
2025
Q3 		$5.21M Sell
223,656
-3,970
-2% -$89.7K 3.41% 9
2025
Q2 		$5.03M Buy
+227,626
New +$4.74M 3.48% 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 $8.53B AUM 21.43% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return

Valpey Financial Services's SCHF Position: Q1 2026 in Review

Valpey Financial Services reduced its Schwab International Equity ETF (SCHF) stake by 8.9% in Q1 2026, selling an estimated $501K and leaving 201,480 shares worth $4.99M. The position accounts for 3.24% of the portfolio, ranked #11.

Valpey Financial Services first reported a position in SCHF in Q2 2025 and has held it in 4 quarters since. The position peaked at $5.32M in Q4 2025. 1,590 funds tracked by Wall St. Rank hold SCHF as of Q1 2026.

  • Valpey Financial Services held 201,480 shares of Schwab International Equity ETF worth $4.99M as of Q1 2026.
  • Valpey Financial Services sold 19,713 Schwab International Equity ETF shares in Q1 2026, an estimated $501K.
  • Schwab International Equity ETF made up 3.24% of Valpey Financial Services's portfolio in Q1 2026, its #11 holding.
  • Valpey Financial Services first reported a position in Schwab International Equity ETF in Q2 2025 and has held it in 4 quarters since.
  • Valpey Financial Services's Schwab International Equity ETF position peaked at $5.32M in Q4 2025.
  • 1,590 funds tracked by Wall St. Rank held Schwab International Equity ETF as of Q1 2026.

Based on Valpey Financial Services's 13F filing for Q1 2026, filed 11 May 2026.