Wescott Financial Advisory Group’s Schwab International Equity ETF SCHF Stock Holding History

Wescott Financial Advisory Group’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	$731K	Hold	29,541	–	–	0.06%	117
2025 Q4	$710K	Buy	29,541 +9,525	+48%	+$226K	0.06%	114
2025 Q3	$466K	Hold	20,016	–	–	0.04%	124
2025 Q2	$442K	Buy	20,016 +130	+0.7%	+$2.71K	0.04%	126
2025 Q1	$393K	Sell	19,886 -5,400	-21%	-$106K	0.04%	125
2024 Q4	$468K	Buy	25,286 +432	+2%	+$8.43K	0.05%	117
2024 Q3	$511K	Buy	24,854 +182	+0.7%	+$3.6K	0.05%	111
2024 Q2	$474K	Hold	24,672	–	–	0.06%	115
2024 Q1	$481K	Buy	24,672 +242	+1%	+$4.52K	0.06%	110
2023 Q4	$451K	Buy	24,430 +424	+2%	+$7.36K	0.06%	111
2023 Q3	$408K	Buy	24,006 +2,800	+13%	+$49.5K	0.07%	106
2023 Q2	$378K	Buy	21,206 +234	+1%	+$4.16K	0.07%	114
2023 Q1	$365K	Hold	20,972	–	–	0.08%	114
2022 Q4	$338K	Buy	20,972 +392	+2%	+$6.12K	0.07%	113
2022 Q3	$289K	Buy	20,580 +2,246	+12%	+$35.3K	0.08%	115
2022 Q2	$288K	Buy	18,334 +158	+0.9%	+$2.69K	0.08%	110
2022 Q1	$334K	Buy	+18,176	New	+$338K	0.09%	101

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

Wescott Financial Advisory Group's SCHF Position: Q1 2026 in Review

Wescott Financial Advisory Group held its Schwab International Equity ETF (SCHF) position steady in Q1 2026 at 29,541 shares worth $731K. The position accounts for 0.06% of the portfolio, ranked #117.

Wescott Financial Advisory Group first reported a position in SCHF in Q1 2022 and has held it in 17 quarters since. 1,590 funds tracked by Wall St. Rank hold SCHF as of Q1 2026.

Wescott Financial Advisory Group held 29,541 shares of Schwab International Equity ETF worth $731K as of Q1 2026.
Wescott Financial Advisory Group left its Schwab International Equity ETF share count unchanged in Q1 2026.
Schwab International Equity ETF made up 0.06% of Wescott Financial Advisory Group's portfolio in Q1 2026, its #117 holding.
Wescott Financial Advisory Group first reported a position in Schwab International Equity ETF in Q1 2022 and has held it in 17 quarters since.
1,590 funds tracked by Wall St. Rank held Schwab International Equity ETF as of Q1 2026.

Based on Wescott Financial Advisory Group's 13F filing for Q1 2026, filed 12 May 2026.