Summary
SCHF Chart
SCHF: International Diversification Is Attractive, But Valuation Matters
Schwab International Equity ETF is rated Hold due to reasonable valuation but limited margin of safety after recent appreciation. SCHF offers low-cost, diversified exposure to developed international markets, with a 0.03% expense ratio and approximately 1,494 holdings. Currency risk and global economic sensitivity remain material; SCHF's current price leaves less room for adverse earnings or FX movements.
SCHF: Global Markets Continue To Entice Me
Schwab International Equity ETF (SCHF) seeks to track the FTSE Developed ex US Index, offering broad international developed market exposure. SCHF's significant allocation to Japanese equities is supported by robust wage growth, moderate inflation, and strong corporate buybacks, though valuations are above historical averages. I am cautious on US tech due to aggressive capex and euphoria, preferring to allocate new capital to SCHF's international mix for balanced global exposure.
The Case for Holding SCHF in Your Roth IRA
At the 24% federal bracket, a $500,000 position in a broad international equity exchange-traded fund (ETF) offering roughly 3% in annual distributions sends about $1,800 a year to the IRS at qualified rates, and closer to $3,600 if any portion is taxed as ordinary income.
Schwab International Equity ETF Investors
| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| TJD Thomas John Drogan PR Inc.IPAL SECURITIES Inc. | 78,038 | $1.7M | $2.11M | $411,411.11 | 24.24% |
| DI David Izzi Brown, LISLE/CUMMINGS Inc. | 786 | $11,055.09 | $21,166.98 | $10,111.89 | 91.47% |
 Timothy M. Bidwell Hazlett, BURT & WATSON Inc. | 3,596 | $64,545.98 | $96,768.36 | $32,222.38 | 49.92% |
 Curtis Ellergodt Rothschild Investment LLC | 9,494 | $202,344.64 | $255,293.66 | $52,949.02 | 26.17% |
| BZ Brandon Zatopek Commonwealth Equity Services LLC | 1.45M | $40.24M | $39.07M | -$1.18M | -2.92% |
Schwab International Equity ETF (SCHF) FAQ
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Schwab International Equity ETF Profile
| ARCA Exchange | US Country |
Overview
This entity is a mutual fund that primarily focuses on investing in large and mid-capitalization companies located in developed countries outside the United States. The investment approach of the fund is to replicate the performance of a specified index which represents the top 90% of the eligible universe based on market capitalization. The fund allocates at least 90% of its net assets into stocks or depositary receipts, such as American Depositary Receipts (ADRs), Global Depositary Receipts (GDRs), and European Depositary Receipts (EDRs), which are tied to the securities within the index. This strategic investment allocation aims to provide investors with diversified exposure to international markets by targeting the segments of the market deemed to have the most growth potential.
Products and Services
- Stock Investments
The fund primarily invests in stocks of large and mid-cap companies in developed countries outside the U.S. This includes direct investment in stocks listed on foreign exchanges, aiming to replicate the index performance.
- Depositary Receipts
The fund invests in depositary receipts representing the securities of companies within the index. These instruments facilitate the trading of foreign companies' stocks on domestic exchanges and can be in various forms, including:
- American Depositary Receipts (ADRs): A type of depositary receipt listed on U.S. exchanges, allowing U.S. investors to invest in foreign companies without dealing with the complexities of foreign markets.
- Global Depositary Receipts (GDRs): Available on international markets, GDRs make it easier for companies to attract investment from global investors.
- European Depositary Receipts (EDRs): Similar to ADRs and GDRs, EDRs are specifically designed for European investors to invest in non-European company stocks more conveniently.
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