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WealthPLAN Partners’s Schwab International Equity ETF SCHF Stock Holding History

WealthPLAN Partners’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 		$629K Buy
22,700
+3,401
+18% +$91.7K 0.12% 143
2026
Q1 		$478K Sell
19,299
-261
-1% -$6.64K 0.09% 164
2025
Q4 		$470K Sell
19,560
-391
-2% -$9.29K 0.07% 190
2025
Q3 		$464K Sell
19,951
-73
-0.4% -$1.65K 0.07% 179
2025
Q2 		$443K Sell
20,024
-2,394
-11% -$49.8K 0.07% 175
2025
Q1 		$443K Buy
22,418
+641
+3% +$12.6K 0.06% 174
2024
Q4 		$403K Sell
21,777
-40,439
-65% -$789K 0.06% 185
2024
Q3 		$1.28M Sell
62,216
-949,976
-94% -$18.8M 0.17% 114
2024
Q2 		$19.4M Buy
1,012,192
+48,504
+5% +$939K 2.09% 5
2024
Q1 		$18.8M Buy
963,688
+3,680
+0.4% +$68.8K 1.95% 5
2023
Q4 		$17.7M Buy
960,008
+12,684
+1% +$220K 1.82% 5
2023
Q3 		$16.1M Buy
947,324
+27,758
+3% +$490K 1.87% 5
2023
Q2 		$16.4M Buy
919,566
+9,202
+1% +$163K 2.32% 5
2023
Q1 		$15.8M Buy
910,364
+11,850
+1% +$203K 1.8% 6
2022
Q4 		$15.8M Buy
+898,514
New +$14M 1.1% 28
2022
Q1 		$14M Sell
821,070
-13,880
-2% -$258K 0.97% 32
2021
Q4 		$15.7M Buy
834,950
+22,706
+3% +$446K 1.03% 25
2021
Q3 		$16.1M Buy
812,244
+66,576
+9% +$1.32M 1.07% 22
2021
Q2 		$15M Buy
745,668
+18,064
+2% +$357K 1.06% 29
2021
Q1 		$14.1M Buy
727,604
+35,598
+5% +$664K 1.09% 25
2020
Q4 		$12.7M Buy
692,006
+34,744
+5% +$586K 1.08% 23
2020
Q3 		$11M Sell
657,262
-15,814
-2% -$248K 1.08% 23
2020
Q2 		$10.8M Buy
673,076
+2,834
+0.4% +$39.8K 1.12% 18
2020
Q1 		$8.98M Buy
670,242
+611,536
+1,042% +$9.4M 1.17% 20
2019
Q4 		$994K Sell
58,706
-3,714
-6% -$61.1K 0.12% 110
2019
Q3 		$1.04M Buy
62,420
+1,630
+3% +$25.6K 0.14% 107
2019
Q2 		$934K Buy
60,790
+26,964
+80% +$427K 0.14% 110
2019
Q1 		$527K Buy
33,826
+5,578
+20% +$85K 0.08% 161
2018
Q4 		$435K Buy
28,248
+1,726
+7% +$26.4K 0.07% 167
2018
Q3 		$400K Buy
26,522
+2,458
+10% +$40.9K 0.07% 165
2018
Q2 		$398K Buy
24,064
+10,452
+77% +$178K 0.08% 161
2018
Q1 		$229K Buy
+13,612
New +$234K 0.05% 240

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 $103B AUM 28.65% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return
Corient Private Wealth
Corient Private Wealth Miami, Florida $77.5B AUM 27.94% 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

WealthPLAN Partners's SCHF Position: Q2 2026 in Review

WealthPLAN Partners increased its Schwab International Equity ETF (SCHF) stake by 18% in Q2 2026, buying an estimated $91.7K and bringing the position to 22,700 shares worth $629K. The position accounts for 0.12% of the portfolio, ranked #143.

WealthPLAN Partners first reported a position in SCHF in Q1 2018 and has held it in 32 quarters since. The position peaked at $19.4M in Q2 2024. 1,660 funds tracked by Wall St. Rank hold SCHF as of Q2 2026.

  • WealthPLAN Partners held 22,700 shares of Schwab International Equity ETF worth $629K as of Q2 2026.
  • WealthPLAN Partners bought 3,401 Schwab International Equity ETF shares in Q2 2026, an estimated $91.7K.
  • Schwab International Equity ETF made up 0.12% of WealthPLAN Partners's portfolio in Q2 2026, its #143 holding.
  • WealthPLAN Partners first reported a position in Schwab International Equity ETF in Q1 2018 and has held it in 32 quarters since.
  • WealthPLAN Partners's Schwab International Equity ETF position peaked at $19.4M in Q2 2024.
  • 1,660 funds tracked by Wall St. Rank held Schwab International Equity ETF as of Q2 2026.

Based on WealthPLAN Partners's 13F filing for Q2 2026, filed 28 Jul 2026.