Wade Financial Advisory’s Schwab International Equity ETF SCHF Stock Holding History

Wade Financial Advisory’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	$5.04M	Sell	254,798 -7,326	-3%	-$144K	1.73%	15
2024 Q4	$4.85M	Buy	262,124 +4,068	+2%	+$79.4K	1.64%	14
2024 Q3	$5.31M	Sell	258,056 -10,706	-4%	-$212K	1.79%	14
2024 Q2	$5.16M	Sell	268,762 -3,384	-1%	-$65.5K	1.86%	14
2024 Q1	$5.31M	Sell	272,146 -7,728	-3%	-$144K	1.94%	14
2023 Q4	$5.17M	Sell	279,874 -11,090	-4%	-$192K	1.96%	15
2023 Q3	$4.94M	Sell	290,964 -17,518	-6%	-$309K	2.12%	15
2023 Q2	$5.5M	Sell	308,482 -7,346	-2%	-$130K	2.18%	15
2023 Q1	$5.5M	Sell	315,828 -5,676	-2%	-$97.2K	2.31%	15
2022 Q4	$5.18M	Buy	321,504 +80,234	+33%	+$1.25M	2.35%	15
2022 Q3	$3.39M	Sell	241,270 -4,400	-2%	-$69.1K	1.7%	18
2022 Q2	$3.86M	Sell	245,670 -48,616	-17%	-$828K	1.83%	19
2022 Q1	$5.4M	Buy	294,286 +96,328	+49%	+$1.79M	2.32%	12
2021 Q4	$3.85M	Sell	197,958 -1,412	-0.7%	-$27.7K	2%	13
2021 Q3	$3.86M	Sell	199,370 -11,940	-6%	-$238K	2.18%	12
2021 Q2	$4.17M	Buy	211,310 +14,408	+7%	+$285K	2.28%	12
2021 Q1	$3.7M	Sell	196,902 -224	-0.1%	-$4.18K	2.34%	12
2020 Q4	$3.55M	Sell	197,126 -766	-0.4%	-$12.9K	2.38%	12
2020 Q3	$3.11M	Sell	197,892 -6,860	-3%	-$108K	2.45%	10
2020 Q2	$3.05M	Sell	204,752 -89,906	-31%	-$1.26M	2.63%	10
2020 Q1	$3.81M	Buy	294,658 +212,672	+259%	+$3.27M	3.8%	4
2019 Q4	$1.38M	Buy	+81,986	New	+$1.35M	1.22%	19

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

Wade Financial Advisory's SCHF Position: Q1 2025 in Review

Wade Financial Advisory reduced its Schwab International Equity ETF (SCHF) stake by 2.8% in Q1 2025, selling an estimated $144K and leaving 254,798 shares worth $5.04M. The position accounts for 1.73% of the portfolio, ranked #15.

Wade Financial Advisory first reported a position in SCHF in Q4 2019 and has held it in 22 quarters since. The position peaked at $5.5M in Q2 2023. 1,306 funds tracked by Wall St. Rank hold SCHF as of Q1 2025.

Wade Financial Advisory held 254,798 shares of Schwab International Equity ETF worth $5.04M as of Q1 2025.
Wade Financial Advisory sold 7,326 Schwab International Equity ETF shares in Q1 2025, an estimated $144K.
Schwab International Equity ETF made up 1.73% of Wade Financial Advisory's portfolio in Q1 2025, its #15 holding.
Wade Financial Advisory first reported a position in Schwab International Equity ETF in Q4 2019 and has held it in 22 quarters since.
Wade Financial Advisory's Schwab International Equity ETF position peaked at $5.5M in Q2 2023.
1,306 funds tracked by Wall St. Rank held Schwab International Equity ETF as of Q1 2025.

Based on Wade Financial Advisory's 13F filing for Q1 2025, filed 9 May 2025.