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Westshore Wealth’s Schwab International Equity ETF SCHF Stock Holding History

Westshore Wealth’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
2025
Q4 		– Sell
-20,864
Closed -$486K – 113
2025
Q3 		$486K Buy
20,864
+49
+0.2% +$1.11K 0.17% 50
2025
Q2 		$460K Buy
20,815
+228
+1% +$4.75K 0.18% 49
2025
Q1 		$407K Hold
20,587
– – 0.17% 53
2024
Q4 		$381K Buy
20,587
+439
+2% +$8.57K 0.15% 54
2024
Q3 		$414K Buy
20,148
+184
+0.9% +$3.64K 0.17% 47
2024
Q2 		$384K Sell
19,964
-10,294
-34% -$199K 0.16% 46
2024
Q1 		$590K Hold
30,258
– – 0.25% 33
2023
Q4 		$559K Buy
30,258
+382
+1% +$6.63K 0.26% 31
2023
Q3 		$507K Buy
29,876
+420
+1% +$7.42K 0.28% 31
2023
Q2 		$525K Sell
29,456
-7,174
-20% -$127K 0.27% 32
2023
Q1 		$637K Buy
36,630
+7,386
+25% +$126K 0.33% 29
2022
Q4 		$471K Buy
29,244
+348
+1% +$5.43K 0.27% 42
2022
Q3 		$406K Hold
28,896
– – 0.28% 36
2022
Q2 		$454K Buy
28,896
+158
+0.5% +$2.69K 0.3% 37
2022
Q1 		$528K Buy
28,738
+18,410
+178% +$342K 0.35% 35
2021
Q4 		$201K Hold
10,328
– – 0.14% 86
2021
Q3 		$200K Hold
10,328
– – 0.16% 77
2021
Q2 		$204K Buy
+10,328
New +$204K 0.1% 137

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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
Betterment LLC
Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return
Corient Private Wealth
Corient Private Wealth Miami, Florida $72.2B AUM 27.85% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
MMA
Miracle Mile Advisors Los Angeles, California $8.53B AUM 21.43% 1-Year Est. Return

Westshore Wealth's SCHF Position: Q4 2025 in Review

Westshore Wealth sold out of Schwab International Equity ETF (SCHF) in Q4 2025, closing a stake of 20,864 shares — an estimated $486K sold.

Westshore Wealth first reported a position in SCHF in Q2 2021 and held it in 18 quarters. The position peaked at $637K in Q1 2023. 1,548 funds tracked by Wall St. Rank hold SCHF as of Q4 2025.

  • Westshore Wealth reported no remaining Schwab International Equity ETF position as of Q4 2025 after selling out during the quarter.
  • Westshore Wealth sold 20,864 Schwab International Equity ETF shares in Q4 2025, an estimated $486K.
  • Westshore Wealth first reported a position in Schwab International Equity ETF in Q2 2021 and held it in 18 quarters.
  • Westshore Wealth's Schwab International Equity ETF position peaked at $637K in Q1 2023.
  • 1,548 funds tracked by Wall St. Rank held Schwab International Equity ETF as of Q4 2025.

Based on Westshore Wealth's 13F filing for Q4 2025, filed 25 Feb 2026.