Apex Wealth Management
SCHF icon

Apex Wealth Management’s Schwab International Equity ETF SCHF Stock Holding History

Apex Wealth Management’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
Q3 		$5.56M Buy
202,381
+67,103
+50% +$1.87M 3.27% 10
2026
Q2 		$3.75M Buy
135,278
+11,178
+9% +$301K 2.29% 16
2026
Q1 		$3.07M Buy
+124,100
New +$3.16M 2.11% 17

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Gemmer Asset Management
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Brandywine Oak Private Wealth
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Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Prime Capital Investment Advisors
Prime Capital Investment Advisors Overland Park, Kansas $10.2B AUM 17.74% 1-Year Est. Return
Charles Schwab Trust
Charles Schwab Trust Henderson, Nevada $1.73B AUM 11.35% 1-Year Est. Return
Choreo LLC
Choreo LLC Rockford, Illinois $9.7B AUM 18.43% 1-Year Est. Return
TruNorth Capital Management
TruNorth Capital Management Kalamazoo, Michigan $641M AUM 11.29% 1-Year Est. Return

Apex Wealth Management's SCHF Position: Q3 2026 in Review

Apex Wealth Management increased its Schwab International Equity ETF (SCHF) stake by 50% in Q3 2026, buying an estimated $1.87M and bringing the position to 202,381 shares worth $5.56M. The position accounts for 3.27% of the portfolio, ranked #10.

Apex Wealth Management first reported a position in SCHF in Q1 2026 and has held it in 3 quarters since. 843 funds tracked by Wall St. Rank hold SCHF as of Q3 2026.

  • Apex Wealth Management held 202,381 shares of Schwab International Equity ETF worth $5.56M as of Q3 2026.
  • Apex Wealth Management bought 67,103 Schwab International Equity ETF shares in Q3 2026, an estimated $1.87M.
  • Schwab International Equity ETF made up 3.27% of Apex Wealth Management's portfolio in Q3 2026, its #10 holding.
  • Apex Wealth Management first reported a position in Schwab International Equity ETF in Q1 2026 and has held it in 3 quarters since.
  • 843 funds tracked by Wall St. Rank held Schwab International Equity ETF as of Q3 2026.

Based on Apex Wealth Management's 13F filing for Q3 2026, filed 20 Oct 2026.