AP
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Appleton Partners’s Schwab International Equity ETF SCHF Stock Holding History

Appleton Partners’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 		$24.7M Buy
891,546
+25,444
+3% +$686K 1.51% 14
2026
Q1 		$21.4M Buy
866,102
+5,416
+0.6% +$138K 1.5% 15
2025
Q4 		$20.7M Sell
860,686
-3,676
-0.4% -$87.4K 1.36% 17
2025
Q3 		$20.1M Buy
864,362
+5,795
+0.7% +$131K 1.35% 17
2025
Q2 		$19M Buy
858,567
+3,206
+0.4% +$66.7K 1.34% 17
2025
Q1 		$16.9M Sell
855,361
-5,581
-0.6% -$109K 1.31% 17
2024
Q4 		$15.9M Buy
860,942
+7,704
+0.9% +$150K 1.18% 19
2024
Q3 		$17.5M Sell
853,238
-3,586
-0.4% -$70.9K 1.29% 15
2024
Q2 		$16.5M Sell
856,824
-6,068
-0.7% -$117K 1.27% 17
2024
Q1 		$16.8M Buy
862,892
+12,130
+1% +$227K 1.31% 16
2023
Q4 		$15.7M Buy
850,762
+9,180
+1% +$159K 1.27% 17
2023
Q3 		$14.3M Buy
841,582
+17,452
+2% +$308K 1.27% 17
2023
Q2 		$14.7M Buy
824,130
+3,954
+0.5% +$70.2K 1.24% 17
2023
Q1 		$14.3M Sell
820,176
-2,924
-0.4% -$50.1K 1.27% 15
2022
Q4 		$13.3M Buy
823,100
+772
+0.1% +$12.1K 1.26% 17
2022
Q3 		$11.6M Buy
822,328
+8,308
+1% +$130K 1.16% 19
2022
Q2 		$12.8M Buy
814,020
+7,364
+0.9% +$125K 1.21% 17
2022
Q1 		$14.8M Buy
806,656
+19,334
+2% +$359K 1.21% 17
2021
Q4 		$15.3M Buy
787,322
+16,754
+2% +$329K 1.15% 20
2021
Q3 		$14.9M Buy
770,568
+18,490
+2% +$368K 1.24% 18
2021
Q2 		$14.8M Sell
752,078
-78
-0% -$1.54K 1.26% 19
2021
Q1 		$14.1M Buy
752,156
+32,476
+5% +$606K 1.32% 18
2020
Q4 		$13M Buy
719,680
+5,854
+0.8% +$98.7K 1.28% 21
2020
Q3 		$11.2M Buy
713,826
+5,392
+0.8% +$84.7K 1.24% 24
2020
Q2 		$10.5M Sell
708,434
-24,286
-3% -$341K 1.26% 21
2020
Q1 		$9.47M Sell
732,720
-3,738
-0.5% -$57.5K 1.31% 19
2019
Q4 		$12.4M Buy
736,458
+35,334
+5% +$581K 1.36% 15
2019
Q3 		$11.2M Buy
701,124
+71,368
+11% +$1.12M 1.35% 17
2019
Q2 		$10.1M Buy
629,756
+96,970
+18% +$1.53M 1.25% 19
2019
Q1 		$8.34M Buy
532,786
+103,490
+24% +$1.58M 1.11% 24
2018
Q4 		$6.08M Sell
429,296
-64,286
-13% -$984K 0.91% 32
2018
Q3 		$8.28M Buy
493,582
+71,310
+17% +$1.19M 1.1% 23
2018
Q2 		$6.98M Buy
422,272
+111,532
+36% +$1.9M 1% 28
2018
Q1 		$5.24M Buy
310,740
+175,910
+130% +$3.03M 0.79% 40
2017
Q4 		$2.3M Buy
+134,830
New +$2.29M 0.36% 80

Other funds holding SCHF

OWM
Orgel Wealth Management Altoona, Wisconsin $5.27B AUM 16.18% 1-Year Est. Return
R
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
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
MTC
Matrix Trust Company Denver, Colorado $690M AUM 19.61% 1-Year Est. Return
PA
Procyon Advisors Shelton, Connecticut $2.32B AUM 26.81% 1-Year Est. Return
GIM
Goelzer Investment Management Carmel, Indiana $2.29B AUM 39.12% 1-Year Est. Return
KCPG
Kavar Capital Partners Group Leawood, Kansas $812M AUM 29.76% 1-Year Est. Return

Appleton Partners's SCHF Position: Q2 2026 in Review

Appleton Partners increased its Schwab International Equity ETF (SCHF) stake by 2.9% in Q2 2026, buying an estimated $686K and bringing the position to 891,546 shares worth $24.7M. The position accounts for 1.51% of the portfolio, ranked #14.

Appleton Partners first reported a position in SCHF in Q4 2017 and has held it in 35 quarters since. 446 funds tracked by Wall St. Rank hold SCHF as of Q2 2026.

  • Appleton Partners held 891,546 shares of Schwab International Equity ETF worth $24.7M as of Q2 2026.
  • Appleton Partners bought 25,444 Schwab International Equity ETF shares in Q2 2026, an estimated $686K.
  • Schwab International Equity ETF made up 1.51% of Appleton Partners's portfolio in Q2 2026, its #14 holding.
  • Appleton Partners first reported a position in Schwab International Equity ETF in Q4 2017 and has held it in 35 quarters since.
  • 446 funds tracked by Wall St. Rank held Schwab International Equity ETF as of Q2 2026.

Based on Appleton Partners's 13F filing for Q2 2026, filed 21 Jul 2026.