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 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 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

WealthPlan Investment Management's SCHF Position: Q1 2026 in Review

WealthPlan Investment Management reduced its Schwab International Equity ETF (SCHF) stake by 1.8% in Q1 2026, selling an estimated $466K and leaving 1,019,447 shares worth $25.2M. The position accounts for 1.41% of the portfolio, ranked #12.

WealthPlan Investment Management first reported a position in SCHF in Q1 2022 and has held it in 10 quarters since. 1,590 funds tracked by Wall St. Rank hold SCHF as of Q1 2026.

WealthPlan Investment Management held 1,019,447 shares of Schwab International Equity ETF worth $25.2M as of Q1 2026.
WealthPlan Investment Management sold 18,330 Schwab International Equity ETF shares in Q1 2026, an estimated $466K.
Schwab International Equity ETF made up 1.41% of WealthPlan Investment Management's portfolio in Q1 2026, its #12 holding.
WealthPlan Investment Management first reported a position in Schwab International Equity ETF in Q1 2022 and has held it in 10 quarters since.
1,590 funds tracked by Wall St. Rank held Schwab International Equity ETF as of Q1 2026.

Based on WealthPlan Investment Management's 13F filing for Q1 2026, filed 29 Apr 2026.