Walter & Keenan Wealth Management’s Schwab International Equity ETF SCHF Stock Holding History

Walter & Keenan Wealth Management’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	$2.09M	Hold	84,349	–	–	0.59%	46
2025 Q4	$2.03M	Buy	84,349 +2,319	+3%	+$55.1K	0.54%	47
2025 Q3	$1.91M	Hold	82,030	–	–	0.53%	51
2025 Q2	$1.81M	Buy	82,030 +526	+0.6%	+$11K	0.53%	51
2025 Q1	$1.61M	Sell	81,504 -350	-0.4%	-$6.87K	0.49%	55
2024 Q4	$1.51M	Buy	81,854 +11,034	+16%	+$215K	0.46%	58
2024 Q3	$1.46M	Buy	70,820 +654	+0.9%	+$12.9K	0.44%	61
2024 Q2	$1.35M	Buy	70,166 +200	+0.3%	+$3.87K	0.43%	63
2024 Q1	$1.37M	Hold	69,966	–	–	0.45%	60
2023 Q4	$1.29M	Buy	69,966 +1,352	+2%	+$23.5K	0.46%	58
2023 Q3	$1.17M	Hold	68,614	–	–	0.45%	58
2023 Q2	$1.22M	Buy	68,614 +752	+1%	+$13.4K	0.45%	59
2023 Q1	$1.18M	Hold	67,862	–	–	0.45%	62
2022 Q4	$1.09M	Buy	67,862 +1,236	+2%	+$19.3K	0.43%	60
2022 Q3	$937K	Hold	66,626	–	–	0.4%	67
2022 Q2	$1.05M	Buy	66,626 +562	+0.9%	+$9.57K	0.41%	59
2022 Q1	$1.21M	Buy	66,064 +78	+0.1%	+$1.45K	0.41%	60
2021 Q4	$1.28M	Buy	65,986 +1,432	+2%	+$28.1K	0.42%	63
2021 Q3	$1.25M	Buy	64,554 +340	+0.5%	+$6.76K	0.42%	62
2021 Q2	$1.27M	Sell	64,214 -656	-1%	-$13K	0.44%	65
2021 Q1	$1.22M	Buy	64,870 +1,400	+2%	+$26.1K	0.43%	64
2020 Q4	$1.14M	Buy	63,470 +888	+1%	+$15K	0.41%	68
2020 Q3	$983K	Sell	62,582 -21,356	-25%	-$335K	0.39%	66
2020 Q2	$1.25M	Buy	+83,938	New	+$1.18M	0.51%	55
2019 Q4	–	Sell	-83,028	Closed	-$1.32M	–	159
2019 Q3	$1.32M	Buy	83,028 +572	+0.7%	+$9K	0.5%	58
2019 Q2	$1.32M	Sell	82,456 -49,808	-38%	-$788K	0.58%	55
2019 Q1	$2.07M	Buy	132,264 +25,230	+24%	+$385K	0.91%	36
2018 Q4	$1.52M	Buy	107,034 +2,090	+2%	+$32K	0.68%	40
2018 Q3	$1.76K	Hold	104,944	–	–	0.53%	42
2018 Q2	$1.73M	Hold	104,944	–	–	0.75%	41
2018 Q1	$1.77M	Hold	104,944	–	–	0.76%	41
2017 Q4	$1.79M	Buy	104,944 +1,594	+2%	+$27.1K	0.75%	43
2017 Q3	$1.73M	Buy	+103,350	New	+$1.69M	0.8%	42

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

Walter & Keenan Wealth Management's SCHF Position: Q1 2026 in Review

Walter & Keenan Wealth Management held its Schwab International Equity ETF (SCHF) position steady in Q1 2026 at 84,349 shares worth $2.09M. The position accounts for 0.59% of the portfolio, ranked #46.

Walter & Keenan Wealth Management first reported a position in SCHF in Q3 2017 and has held it in 33 quarters since. 1,590 funds tracked by Wall St. Rank hold SCHF as of Q1 2026.

Walter & Keenan Wealth Management held 84,349 shares of Schwab International Equity ETF worth $2.09M as of Q1 2026.
Walter & Keenan Wealth Management left its Schwab International Equity ETF share count unchanged in Q1 2026.
Schwab International Equity ETF made up 0.59% of Walter & Keenan Wealth Management's portfolio in Q1 2026, its #46 holding.
Walter & Keenan Wealth Management first reported a position in Schwab International Equity ETF in Q3 2017 and has held it in 33 quarters since.
1,590 funds tracked by Wall St. Rank held Schwab International Equity ETF as of Q1 2026.

Based on Walter & Keenan Wealth Management's 13F filing for Q1 2026, filed 11 May 2026.