Zhang Financial’s Schwab International Equity ETF SCHF Stock Holding History

Zhang Financial’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	$14.4M	Buy	582,566 +64,051	+12%	+$1.63M	0.5%	39
2025 Q4	$12.5M	Buy	518,515 +6,002	+1%	+$143K	0.46%	41
2025 Q3	$11.9M	Buy	512,513 +2,370	+0.5%	+$53.5K	0.48%	41
2025 Q2	$11.3M	Buy	510,143 +73,062	+17%	+$1.52M	0.52%	37
2025 Q1	$8.65M	Buy	437,081 +18,050	+4%	+$354K	0.46%	38
2024 Q4	$7.75M	Buy	419,031 +3,671	+0.9%	+$71.7K	0.44%	38
2024 Q3	$8.54M	Buy	415,360 +840	+0.2%	+$16.6K	0.54%	34
2024 Q2	$7.96M	Buy	414,520 +27,006	+7%	+$523K	0.56%	35
2024 Q1	$7.56M	Buy	387,514 +10,300	+3%	+$193K	0.56%	31
2023 Q4	$6.97M	Buy	377,214 +24,092	+7%	+$418K	0.6%	27
2023 Q3	$6M	Buy	353,122 +358	+0.1%	+$6.32K	0.61%	27
2023 Q2	$6.28M	Buy	352,764 +18,676	+6%	+$332K	0.64%	26
2023 Q1	$5.81M	Buy	334,088 +34,594	+12%	+$592K	0.66%	28
2022 Q4	$4.82M	Buy	299,494 +53,332	+22%	+$833K	0.62%	29
2022 Q3	$3.46M	Buy	246,162 +99,164	+67%	+$1.56M	0.52%	36
2022 Q2	$2.31M	Buy	146,998 +26,330	+22%	+$448K	0.37%	46
2022 Q1	$2.22M	Buy	120,668 +76,298	+172%	+$1.42M	0.37%	46
2021 Q4	$862K	Buy	44,370 +8,376	+23%	+$164K	0.15%	86
2021 Q3	$696K	Hold	35,994	–	–	0.16%	72
2021 Q2	$710K	Buy	35,994 +9,168	+34%	+$181K	0.17%	64
2021 Q1	$505K	Buy	26,826 +8,080	+43%	+$151K	0.14%	74
2020 Q4	$338K	Hold	18,746	–	–	0.1%	79
2020 Q3	$294K	Buy	18,746 +234	+1%	+$3.67K	0.11%	76
2020 Q2	$275K	Sell	18,512 -2,142	-10%	-$30.1K	0.11%	77
2020 Q1	$267K	Sell	20,654 -6,132	-23%	-$94.3K	0.12%	76
2019 Q4	$450K	Hold	26,786	–	–	0.17%	63
2019 Q3	$427K	Hold	26,786	–	–	0.18%	58
2019 Q2	$430K	Sell	26,786 -23,716	-47%	-$375K	0.18%	61
2019 Q1	$791K	Buy	50,502 +2,708	+6%	+$41.3K	0.34%	37
2018 Q4	$677K	Buy	+47,794	New	+$731K	0.33%	35

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

Zhang Financial's SCHF Position: Q1 2026 in Review

Zhang Financial increased its Schwab International Equity ETF (SCHF) stake by 12% in Q1 2026, buying an estimated $1.63M and bringing the position to 582,566 shares worth $14.4M. The position accounts for 0.5% of the portfolio, ranked #39.

Zhang Financial first reported a position in SCHF in Q4 2018 and has held it in 30 quarters since. 1,590 funds tracked by Wall St. Rank hold SCHF as of Q1 2026.

Zhang Financial held 582,566 shares of Schwab International Equity ETF worth $14.4M as of Q1 2026.
Zhang Financial bought 64,051 Schwab International Equity ETF shares in Q1 2026, an estimated $1.63M.
Schwab International Equity ETF made up 0.5% of Zhang Financial's portfolio in Q1 2026, its #39 holding.
Zhang Financial first reported a position in Schwab International Equity ETF in Q4 2018 and has held it in 30 quarters since.
1,590 funds tracked by Wall St. Rank held Schwab International Equity ETF as of Q1 2026.

Based on Zhang Financial's 13F filing for Q1 2026, filed 6 May 2026.