Wealthspire Advisors (New York)’s Schwab International Equity ETF SCHF Stock Holding History

Wealthspire Advisors (New York)’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	$302M	Buy	12,209,080 +1,310,281	+12%	+$33.3M	2.37%	9
2025 Q4	$262M	Sell	10,898,799 -10,690,235	-50%	-$254M	2.09%	11
2025 Q3	$503M	Buy	21,589,034 +63,678	+0.3%	+$1.44M	2.63%	8
2025 Q2	$476M	Buy	21,525,356 +1,065,094	+5%	+$22.2M	2.67%	8
2025 Q1	$405M	Buy	20,460,262 +10,262,110	+101%	+$201M	2.42%	9
2024 Q4	$189M	Buy	10,198,152 +278,570	+3%	+$5.44M	1.88%	12
2024 Q3	$204M	Buy	9,919,582 +91,482	+0.9%	+$1.81M	2.07%	11
2024 Q2	$189M	Buy	9,828,100 +14,458	+0.1%	+$280K	2.42%	9
2024 Q1	$191M	Sell	9,813,642 -420,666	-4%	-$7.86M	2.55%	9
2023 Q4	$189M	Buy	10,234,308 +178,572	+2%	+$3.1M	2.69%	9
2023 Q3	$171M	Buy	10,055,736 +13,946	+0.1%	+$246K	2.82%	9
2023 Q2	$179M	Sell	10,041,790 -31,518	-0.3%	-$560K	2.93%	8
2023 Q1	$175M	Sell	10,073,308 -8,112	-0.1%	-$139K	3.01%	8
2022 Q4	$162M	Sell	10,081,420 -226,004	-2%	-$3.53M	2.95%	7
2022 Q3	$145M	Buy	10,307,424 +1,507,148	+17%	+$23.7M	3.03%	7
2022 Q2	$138M	Buy	8,800,276 +508,138	+6%	+$8.65M	2.89%	8
2022 Q1	$152M	Buy	8,292,138 +1,314,286	+19%	+$24.4M	3.42%	8
2021 Q4	$136M	Buy	6,977,852 +373,682	+6%	+$7.34M	3%	9
2021 Q3	$128M	Sell	6,604,170 -150,576	-2%	-$3M	2.65%	9
2021 Q2	$133M	Sell	6,754,746 -138,792	-2%	-$2.74M	3.5%	9
2021 Q1	$130M	Buy	6,893,538 +139,722	+2%	+$2.61M	3.08%	8
2020 Q4	$122M	Buy	6,753,816 +1,933,214	+40%	+$32.6M	3.62%	7
2020 Q3	$75.7M	Sell	4,820,602 -53,238	-1%	-$836K	4.5%	7
2020 Q2	$72.5M	Sell	4,873,840 -1,101,032	-18%	-$15.5M	5.05%	6
2020 Q1	$77.2M	Buy	+5,974,872	New	+$91.9M	3.24%	6

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

Wealthspire Advisors (New York)'s SCHF Position: Q1 2026 in Review

Wealthspire Advisors (New York) increased its Schwab International Equity ETF (SCHF) stake by 12% in Q1 2026, buying an estimated $33.3M and bringing the position to 12,209,080 shares worth $302M. The position accounts for 2.37% of the portfolio, ranked #9.

Wealthspire Advisors (New York) first reported a position in SCHF in Q1 2020 and has held it in 25 quarters since. The position peaked at $503M in Q3 2025. 1,590 funds tracked by Wall St. Rank hold SCHF as of Q1 2026.

Wealthspire Advisors (New York) held 12,209,080 shares of Schwab International Equity ETF worth $302M as of Q1 2026.
Wealthspire Advisors (New York) bought 1,310,281 Schwab International Equity ETF shares in Q1 2026, an estimated $33.3M.
Schwab International Equity ETF made up 2.37% of Wealthspire Advisors (New York)'s portfolio in Q1 2026, its #9 holding.
Wealthspire Advisors (New York) first reported a position in Schwab International Equity ETF in Q1 2020 and has held it in 25 quarters since.
Wealthspire Advisors (New York)'s Schwab International Equity ETF position peaked at $503M in Q3 2025.
1,590 funds tracked by Wall St. Rank held Schwab International Equity ETF as of Q1 2026.

Based on Wealthspire Advisors (New York)'s 13F filing for Q1 2026, filed 1 May 2026.