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

Windsor 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	$4.54M	Buy	+183,632	New	+$4.67M	3.8%	7
2025 Q1	–	Sell	-92,916	Closed	-$1.72M	–	69
2024 Q4	$1.72M	Buy	92,916 +33,740	+57%	+$659K	2%	8
2024 Q3	$1.22M	Buy	+59,176	New	+$1.17M	1.37%	17
2024 Q1	–	Sell	-28,158	Closed	-$520K	–	55
2023 Q4	$520K	Buy	+28,158	New	+$488K	1.55%	18

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 $7.29B AUM 16.22% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return

Windsor Advisory Group's SCHF Position: Q1 2026 in Review

Windsor Advisory Group opened a new position in Schwab International Equity ETF (SCHF) in Q1 2026: 183,632 shares worth $4.54M. The stake represents 3.8% of the portfolio and ranks #7 among its holdings. This is a return to the name: Windsor Advisory Group previously reported a position in SCHF as recently as Q4 2024.

Windsor Advisory Group first reported a position in SCHF in Q4 2023 and has held it in 4 quarters since. 1,590 funds tracked by Wall St. Rank hold SCHF as of Q1 2026.

Windsor Advisory Group held 183,632 shares of Schwab International Equity ETF worth $4.54M as of Q1 2026.
Schwab International Equity ETF was a new Windsor Advisory Group position in Q1 2026.
Schwab International Equity ETF made up 3.8% of Windsor Advisory Group's portfolio in Q1 2026, its #7 holding.
Windsor Advisory Group first reported a position in Schwab International Equity ETF in Q4 2023 and has held it in 4 quarters since.
1,590 funds tracked by Wall St. Rank held Schwab International Equity ETF as of Q1 2026.

Based on Windsor Advisory Group's 13F filing for Q1 2026, filed 15 May 2026.