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WealthPlan Investment Management’s Schwab International Equity ETF SCHF Stock Holding History

WealthPlan Investment 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
Q2 		$28.3M Buy
1,021,329
+1,882
+0.2% +$50.7K 1.4% 14
2026
Q1 		$25.2M Sell
1,019,447
-18,330
-2% -$466K 1.41% 12
2025
Q4 		$24.9M Buy
1,037,777
+14,050
+1% +$334K 1.59% 11
2025
Q3 		$23.8M Buy
1,023,727
+34,230
+3% +$773K 1.58% 8
2025
Q2 		$21.9M Buy
989,497
+4,594
+0.5% +$95.6K 1.59% 5
2025
Q1 		$19.5M Sell
984,903
-123,143
-11% -$2.42M 1.92% 5
2024
Q4 		$20.5M Buy
1,108,046
+111,854
+11% +$2.18M 2.03% 4
2024
Q3 		$20.5M Buy
+996,192
New +$19.7M 2.07% 4
2023
Q1 		– Sell
-898,666
Closed -$15.7M – 544
2022
Q4 		$15.7M Buy
898,666
+1,800
+0.2% +$28.1K 1.1% 29
2022
Q3 		$14.6M Buy
+896,866
New +$14.1M 1.07% 32
2022
Q1 		$14M Buy
+821,070
New +$15.3M 0.97% 32

Other funds holding SCHF

Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
Empower Advisory Group
Empower Advisory Group Greenwood Village, Colorado $41.9B AUM 18.91% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $59.1B AUM 18.41% 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 $91.6B AUM 29.2% 1-Year Est. Return
SCM
SCS Capital Management Boston, Massachusetts $10.6B AUM 19.73% 1-Year Est. Return

WealthPlan Investment Management's SCHF Position: Q2 2026 in Review

WealthPlan Investment Management increased its Schwab International Equity ETF (SCHF) stake by 0.18% in Q2 2026, buying an estimated $50.7K and bringing the position to 1,021,329 shares worth $28.3M. The position accounts for 1.4% of the portfolio, ranked #14.

WealthPlan Investment Management first reported a position in SCHF in Q1 2022 and has held it in 11 quarters since. 1,668 funds tracked by Wall St. Rank hold SCHF as of Q2 2026.

  • WealthPlan Investment Management held 1,021,329 shares of Schwab International Equity ETF worth $28.3M as of Q2 2026.
  • WealthPlan Investment Management bought 1,882 Schwab International Equity ETF shares in Q2 2026, an estimated $50.7K.
  • Schwab International Equity ETF made up 1.4% of WealthPlan Investment Management's portfolio in Q2 2026, its #14 holding.
  • WealthPlan Investment Management first reported a position in Schwab International Equity ETF in Q1 2022 and has held it in 11 quarters since.
  • 1,668 funds tracked by Wall St. Rank held Schwab International Equity ETF as of Q2 2026.

Based on WealthPlan Investment Management's 13F filing for Q2 2026, filed 28 Jul 2026.