Annex Advisory Services’s Schwab International Equity ETF SCHF Stock Holding History

Annex Advisory 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	$291K	Buy	10,512 +1,022	+11%	+$27.6K	0.01%	307
2026 Q1	$235K	Hold	9,490	–	–	﹤0.01%	338
2025 Q4	$228K	Sell	9,490 -250	-3%	-$5.94K	﹤0.01%	334
2025 Q3	$227K	Sell	9,740 -3,342	-26%	-$75.5K	﹤0.01%	285
2025 Q2	$289K	Buy	+13,082	New	+$272K	0.01%	256
2024 Q4	–	Sell	-10,282	Closed	-$211K	–	324
2024 Q3	$211K	Buy	+10,282	New	+$203K	0.01%	272
2022 Q4	–	Sell	-39,428	Closed	-$555K	–	265
2022 Q3	$555K	Sell	39,428 -11,342	-22%	-$178K	0.04%	143
2022 Q2	$798K	Sell	50,770 -2,294	-4%	-$39.1K	0.06%	136
2022 Q1	$974K	Sell	53,064 -1,986	-4%	-$36.9K	0.07%	129
2021 Q4	$1.07M	Buy	55,050 +1,562	+3%	+$30.7K	0.07%	123
2021 Q3	$1.03M	Sell	53,488 -1,352	-2%	-$26.9K	0.08%	108
2021 Q2	$1.09M	Sell	54,840 -628	-1%	-$12.4K	0.09%	111
2021 Q1	$1.04M	Sell	55,468 -4,284	-7%	-$79.9K	0.1%	108
2020 Q4	$1.08M	Buy	+59,752	New	+$1.01M	0.11%	103

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

Rebalance Palo Alto, California $1.91B AUM 16.23% 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 Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

CST

Charles Schwab Trust Henderson, Nevada $1.79B AUM 17.47% 1-Year Est. Return

TCM

TruNorth Capital Management Kalamazoo, Michigan $623M AUM 18.62% 1-Year Est. Return

MTC

Matrix Trust Company Denver, Colorado $690M AUM 19.61% 1-Year Est. Return

Financial Consulate Hunt Valley, Maryland $899M AUM 20.23% 1-Year Est. Return

Annex Advisory Services's SCHF Position: Q2 2026 in Review

Annex Advisory Services increased its Schwab International Equity ETF (SCHF) stake by 11% in Q2 2026, buying an estimated $27.6K and bringing the position to 10,512 shares worth $291K. The position accounts for 0.01% of the portfolio, ranked #307.

Annex Advisory Services first reported a position in SCHF in Q4 2020 and has held it in 14 quarters since. The position peaked at $1.09M in Q2 2021. 543 funds tracked by Wall St. Rank hold SCHF as of Q2 2026.

Annex Advisory Services held 10,512 shares of Schwab International Equity ETF worth $291K as of Q2 2026.
Annex Advisory Services bought 1,022 Schwab International Equity ETF shares in Q2 2026, an estimated $27.6K.
Schwab International Equity ETF made up 0.01% of Annex Advisory Services's portfolio in Q2 2026, its #307 holding.
Annex Advisory Services first reported a position in Schwab International Equity ETF in Q4 2020 and has held it in 14 quarters since.
Annex Advisory Services's Schwab International Equity ETF position peaked at $1.09M in Q2 2021.
543 funds tracked by Wall St. Rank held Schwab International Equity ETF as of Q2 2026.

Based on Annex Advisory Services's 13F filing for Q2 2026, filed 10 Jul 2026.