SCHF — SCHWAB INTERNATIONAL

Ownership history in BLUE SQUARE ASSET MANAGEMENT, LLC  ·  24 quarters on record

AI Ownership Summary

BLUE SQUARE ASSET MANAGEMENT, LLC reported SCHWAB INTERNATIONAL (SCHF) in 24 quarterly 13F filings from 2023 Q4 through 2025 Q4. Peak portfolio weight reached 6.22% in 2023 Q4. The latest visible filing shows SCHF at 3.08% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings. Older history is available after unlock; the visible window still shows the most recent pattern.

What this SCHF ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was BLUE SQUARE ASSET MANAGEMENT, LLC's position in SCHWAB INTERNATIONAL, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2025 Q4

SCHF was reported at 3.08% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
6.22% in 2023 Q4

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2023 Q4 to 2025 Q4

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

SCHF stock page BLUE SQUARE ASSET MANAGEMENT, LLC fund profile BLUE SQUARE ASSET MANAGEMENT, LLC full holdings
How BLUE SQUARE ASSET MANAGEMENT, LLC held SCHF — position size vs. price
% of Fund (quarterly)    SCHF price (quarter-end, indexed to 100)
📋 Quarterly Holdings History 9 quarters  ▾
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q4 REDUCED 288,771 -74,712 -20.6% 3.08% $6.9M 2026-02-14 (Est.) $26.49
2025 Q3 ADDED 363,483 +5,851 +1.6% 3.69% $8.5M 2025-10-28 $23.36
2025 Q2 REDUCED 357,632 -1,405 -0.4% 3.70% $7.9M 2025-07-22 $21.57
2025 Q1 ADDED 359,037 +10,318 +3.0% 3.82% $7.1M 2025-05-01 $19.78
2024 Q4 ADDED 348,719 +171,486 +96.8% 3.22% $6.5M 2025-01-21 $18.50
2024 Q3 REDUCED 177,233 -6,132 -3.3% 3.92% $7.3M 2024-10-29 $18.69
2024 Q2 REDUCED 183,365 -19,290 -9.5% 4.11% $7.0M 2024-08-07 $17.59
2024 Q1 REDUCED 202,655 -49,946 -19.8% 5.25% $7.9M 2024-05-03 $18.03
2023 Q4 ADDED 252,601 +62,963 +33.2% 6.22% $9.3M 2024-02-06 $17.21
15 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

🏢 Other funds also holding SCHF

As of 2026 Q1 — sorted by position size

Freestate Advisors LLC 3Y 11.86% eCIO, Inc. 11.38% Arnold Financial Planning LLC 9.94% Matrix Trust Co 3Y 8.29% Barden Capital Management, Inc. 3Y 8.19% SNS Financial Group, LLC 3Y 7Y 7.71% Plus Group Wealth Advisors LLC 7.7% Peak Wealth Management LLC 7.67% ACT WEALTH MANAGEMENT, LLC 3Y 7.62% Boltwood Capital Management 3Y 7Y 7.23%

FAQ About BLUE SQUARE ASSET MANAGEMENT, LLC and SCHF

These are the practical questions this page is built to answer before you even open the full history table.

How long has BLUE SQUARE ASSET MANAGEMENT, LLC reported owning SCHF?

BLUE SQUARE ASSET MANAGEMENT, LLC reported SCHF across 9 quarterly 13F filings, from 2023 Q4 through 2025 Q4.

What was the largest reported SCHF position in BLUE SQUARE ASSET MANAGEMENT, LLC's portfolio?

The largest reported portfolio weight for SCHF was 6.22% in 2023 Q4.

What is the latest reported SCHF position on this page?

The most recent filing on this page is 2025 Q4, when BLUE SQUARE ASSET MANAGEMENT, LLC reported 288,771 shares, equal to 3.08% of portfolio, with an estimated market value of $6.9M.

What does the chart on this SCHF ownership page compare?

The chart compares BLUE SQUARE ASSET MANAGEMENT, LLC's quarterly SCHF portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

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