Values Added Financial’s Schwab International Equity ETF SCHF Stock Holding History

Values Added 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	$561K	Sell	22,659 -2,280	-9%	-$58K	0.24%	70
2025 Q4	$600K	Sell	24,939 -730	-3%	-$17.4K	0.25%	68
2025 Q3	$598K	Hold	25,669	–	–	0.27%	67
2025 Q2	$567K	Hold	25,669	–	–	0.28%	68
2025 Q1	$508K	Sell	25,669 -877	-3%	-$17.2K	0.28%	65
2024 Q4	$491K	Sell	26,546 -366	-1%	-$7.14K	0.28%	65
2024 Q3	$553K	Buy	26,912 +366	+1%	+$7.24K	0.35%	53
2024 Q2	$510K	Buy	26,546 +58	+0.2%	+$1.12K	0.37%	52
2024 Q1	$517K	Hold	26,488	–	–	0.4%	51
2023 Q4	$489K	Sell	26,488 -10,360	-28%	-$180K	0.4%	46
2023 Q3	$626K	Hold	36,848	–	–	0.57%	37
2023 Q2	$657K	Buy	+36,848	New	+$654K	0.62%	32

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

MMA

Miracle Mile Advisors Los Angeles, California $8.53B AUM 21.43% 1-Year Est. Return

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

Values Added Financial's SCHF Position: Q1 2026 in Review

Values Added Financial reduced its Schwab International Equity ETF (SCHF) stake by 9.1% in Q1 2026, selling an estimated $58K and leaving 22,659 shares worth $561K. The position accounts for 0.24% of the portfolio, ranked #70.

Values Added Financial first reported a position in SCHF in Q2 2023 and has held it in 12 quarters since. The position peaked at $657K in Q2 2023. 1,590 funds tracked by Wall St. Rank hold SCHF as of Q1 2026.

Values Added Financial held 22,659 shares of Schwab International Equity ETF worth $561K as of Q1 2026.
Values Added Financial sold 2,280 Schwab International Equity ETF shares in Q1 2026, an estimated $58K.
Schwab International Equity ETF made up 0.24% of Values Added Financial's portfolio in Q1 2026, its #70 holding.
Values Added Financial first reported a position in Schwab International Equity ETF in Q2 2023 and has held it in 12 quarters since.
Values Added Financial's Schwab International Equity ETF position peaked at $657K in Q2 2023.
1,590 funds tracked by Wall St. Rank held Schwab International Equity ETF as of Q1 2026.

Based on Values Added Financial's 13F filing for Q1 2026, filed 20 Apr 2026.