AFS
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Access Financial Services’s Schwab International Equity ETF SCHF Stock Holding History

Access Financial Services’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
Q2 		$499K Sell
18,002
-854
-5% -$23K 0.16% 74
2026
Q1 		$467K Sell
18,856
-36,697
-66% -$933K 0.17% 72
2025
Q4 		$1.34M Buy
55,553
+323
+0.6% +$7.68K 0.49% 39
2025
Q3 		$1.29M Buy
55,230
+1,378
+3% +$31.1K 0.47% 43
2025
Q2 		$1.19M Hold
53,852
– – 0.45% 47
2025
Q1 		$1.07M Sell
53,852
-3,630
-6% -$71.2K 0.43% 50
2024
Q4 		$1.06M Hold
57,482
– – 0.47% 53
2024
Q3 		$1.18M Sell
57,482
-1,356
-2% -$26.8K 0.54% 55
2024
Q2 		$1.13M Sell
58,838
-1,166
-2% -$22.6K 0.51% 57
2024
Q1 		$1.17M Sell
60,004
-31,390
-34% -$587K 0.52% 57
2023
Q4 		$1.69M Sell
91,394
-1,198
-1% -$20.8K 0.87% 23
2023
Q3 		$1.57M Buy
92,592
+2,238
+2% +$39.5K 0.94% 26
2023
Q2 		$1.61M Sell
90,354
-12,946
-13% -$230K 0.94% 24
2023
Q1 		$1.8M Sell
103,300
-3,196
-3% -$54.7K 1.09% 18
2022
Q4 		$1.72M Sell
106,496
-3,460
-3% -$54K 1.05% 17
2022
Q3 		$1.55M Buy
109,956
+2,004
+2% +$31.5K 1% 18
2022
Q2 		$1.7M Buy
107,952
+370
+0.3% +$6.3K 0.97% 17
2022
Q1 		$1.98M Sell
107,582
-426
-0.4% -$7.92K 0.94% 18
2021
Q4 		$2.1M Sell
108,008
-5,134
-5% -$101K 0.94% 18
2021
Q3 		$2.19M Sell
113,142
-5,028
-4% -$100K 0.99% 21
2021
Q2 		$2.33M Sell
118,170
-31,882
-21% -$630K 1.08% 14
2021
Q1 		$2.82M Sell
150,052
-11,686
-7% -$218K 1.32% 10
2020
Q4 		$2.91M Sell
161,738
-58,032
-26% -$979K 1.43% 10
2020
Q3 		$3.45M Sell
219,770
-1,750
-0.8% -$27.5K 1.86% 9
2020
Q2 		$3.29M Sell
221,520
-42,962
-16% -$604K 2.16% 7
2020
Q1 		$3.42M Sell
264,482
-53,834
-17% -$828K 2.72% 7
2019
Q4 		$5.35M Sell
318,316
-2,590
-0.8% -$42.6K 3.1% 8
2019
Q3 		$5.11M Sell
320,906
-49,248
-13% -$775K 3.64% 6
2019
Q2 		$5.94M Sell
370,154
-11,658
-3% -$184K 4.53% 4
2019
Q1 		$5.98M Sell
381,812
-66
-0% -$1.01K 4.71% 4
2018
Q4 		$5.41M Buy
381,878
+6,418
+2% +$98.2K 4.82% 3
2018
Q3 		$6.29M Buy
375,460
+33,626
+10% +$560K 4.32% 5
2018
Q2 		$5.65M Buy
341,834
+11,360
+3% +$193K 3.98% 4
2018
Q1 		$5.57M Buy
330,474
+5,346
+2% +$92.1K 4.1% 4
2017
Q4 		$5.54M Buy
325,128
+57,248
+21% +$973K 3.82% 6
2017
Q3 		$4.48M Buy
267,880
+6,110
+2% +$99.7K 3.43% 7
2017
Q2 		$4.16M Buy
261,770
+17,788
+7% +$276K 3.41% 7
2017
Q1 		$3.64M Sell
243,982
-57,426
-19% -$834K 3.07% 5
2016
Q4 		$4.17M Buy
+301,408
New +$4.23M 3.79% 3

Other funds holding SCHF

MMA
Miracle Mile Advisors Los Angeles, California $8.53B AUM 21.43% 1-Year Est. Return
OWM
Orgel Wealth Management Altoona, Wisconsin $5.27B AUM 16.18% 1-Year Est. Return
APP
Avantax Planning Partners Dubuque, Iowa $4.02B AUM 20% 1-Year Est. Return
R
Rebalance Palo Alto, California $1.91B AUM 16.23% 1-Year Est. Return
SCM
Steele Capital Management Dubuque, Iowa $2.72B AUM 21.58% 1-Year Est. Return
GAM
Gemmer Asset Management Walnut Creek, California $1.49B AUM 42.66% 1-Year Est. Return
BOPW
Brandywine Oak Private Wealth Kennett Square, Pennsylvania $1.32B AUM 20.76% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
JFG
JMG Financial Group Downers Grove, Illinois $4.14B AUM 21.49% 1-Year Est. Return
CST
Charles Schwab Trust Henderson, Nevada $1.79B AUM 17.47% 1-Year Est. Return

Access Financial Services's SCHF Position: Q2 2026 in Review

Access Financial Services reduced its Schwab International Equity ETF (SCHF) stake by 4.5% in Q2 2026, selling an estimated $23K and leaving 18,002 shares worth $499K. The position accounts for 0.16% of the portfolio, ranked #74.

Access Financial Services first reported a position in SCHF in Q4 2016 and has held it in 39 quarters since. The position peaked at $6.29M in Q3 2018. 886 funds tracked by Wall St. Rank hold SCHF as of Q2 2026.

  • Access Financial Services held 18,002 shares of Schwab International Equity ETF worth $499K as of Q2 2026.
  • Access Financial Services sold 854 Schwab International Equity ETF shares in Q2 2026, an estimated $23K.
  • Schwab International Equity ETF made up 0.16% of Access Financial Services's portfolio in Q2 2026, its #74 holding.
  • Access Financial Services first reported a position in Schwab International Equity ETF in Q4 2016 and has held it in 39 quarters since.
  • Access Financial Services's Schwab International Equity ETF position peaked at $6.29M in Q3 2018.
  • 886 funds tracked by Wall St. Rank held Schwab International Equity ETF as of Q2 2026.

Based on Access Financial Services's 13F filing for Q2 2026, filed 16 Jul 2026.