Avalon Advisory Group’s Schwab International Equity ETF SCHF Stock Holding History

Avalon Advisory Group’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	$4.68M	Sell	170,481 -6,942	-4%	-$193K	1.76%	5
2026 Q2	$4.91M	Sell	177,423 -223	-0.1%	-$6.01K	1.82%	5
2026 Q1	$4.4M	Hold	177,646	–	–	1.77%	5
2025 Q4	$4.27M	Hold	177,646	–	–	1.74%	5
2025 Q3	$4.14M	Hold	177,646	–	–	1.68%	5
2025 Q2	$3.93M	Hold	177,646	–	–	1.69%	5
2025 Q1	$3.51M	Sell	177,646 -15,582	-8%	-$306K	1.66%	5
2024 Q4	$3.57M	Hold	193,228	–	–	1.63%	6
2024 Q3	$3.97M	Hold	193,228	–	–	1.8%	5
2024 Q2	$3.71M	Sell	193,228 -392	-0.2%	-$7.59K	1.77%	5
2024 Q1	$3.78M	Hold	193,620	–	–	1.83%	5
2023 Q4	$3.58M	Buy	193,620 +13,676	+8%	+$237K	1.87%	5
2023 Q3	$3.06M	Hold	179,944	–	–	1.8%	5
2023 Q2	$3.21M	Hold	179,944	–	–	1.82%	5
2023 Q1	$3.13M	Sell	179,944 -13,610	-7%	-$233K	1.86%	5
2022 Q4	$3.12M	Sell	193,554 -12,132	-6%	-$189K	2.01%	5
2022 Q3	$2.89M	Sell	205,686 -1,218	-0.6%	-$19.1K	1.81%	5
2022 Q2	$3.25M	Sell	206,904 -2,576	-1%	-$43.9K	1.93%	5
2022 Q1	$3.85M	Buy	209,480 +4,230	+2%	+$78.6K	2.02%	4
2021 Q4	$3.99M	Sell	205,250 -65,234	-24%	-$1.28M	1.97%	5
2021 Q3	$5.23M	Sell	270,484 -14,946	-5%	-$297K	2.36%	5
2021 Q2	$5.63M	Sell	285,430 -6,512	-2%	-$129K	2.6%	4
2021 Q1	$5.49M	Sell	291,942 -642	-0.2%	-$12K	2.69%	4
2020 Q4	$5.27M	Sell	292,584 -11,534	-4%	-$195K	2.63%	4
2020 Q3	$4.78M	Sell	304,118 -7,942	-3%	-$125K	2.56%	4
2020 Q2	$4.64M	Buy	312,060 +46,430	+17%	+$653K	2.62%	4
2020 Q1	$3.43M	Buy	+265,630	New	+$4.08M	2.18%	7

Other funds holding SCHF

Orgel Wealth Management Altoona, Wisconsin $5.3B AUM 8.93% 1-Year Est. Return

McAdam LLC Philadelphia, Pennsylvania $2.66B AUM 14.82% 1-Year Est. Return

Gemmer Asset Management Walnut Creek, California $1.53B AUM 31.12% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Prime Capital Investment Advisors Overland Park, Kansas $10.2B AUM 17.74% 1-Year Est. Return

Charles Schwab Trust Henderson, Nevada $1.73B AUM 11.35% 1-Year Est. Return

TruNorth Capital Management Kalamazoo, Michigan $641M AUM 11.29% 1-Year Est. Return

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

MTC

Matrix Trust Company Denver, Colorado $688M AUM 12.13% 1-Year Est. Return

Procyon Advisors Shelton, Connecticut $2.36B AUM 20.32% 1-Year Est. Return

Avalon Advisory Group's SCHF Position: Q3 2026 in Review

Avalon Advisory Group reduced its Schwab International Equity ETF (SCHF) stake by 3.9% in Q3 2026, selling an estimated $193K and leaving 170,481 shares worth $4.68M. The position accounts for 1.76% of the portfolio, ranked #5.

Avalon Advisory Group first reported a position in SCHF in Q1 2020 and has held it in 27 quarters since. The position peaked at $5.63M in Q2 2021. 468 funds tracked by Wall St. Rank hold SCHF as of Q3 2026.

Avalon Advisory Group held 170,481 shares of Schwab International Equity ETF worth $4.68M as of Q3 2026.
Avalon Advisory Group sold 6,942 Schwab International Equity ETF shares in Q3 2026, an estimated $193K.
Schwab International Equity ETF made up 1.76% of Avalon Advisory Group's portfolio in Q3 2026, its #5 holding.
Avalon Advisory Group first reported a position in Schwab International Equity ETF in Q1 2020 and has held it in 27 quarters since.
Avalon Advisory Group's Schwab International Equity ETF position peaked at $5.63M in Q2 2021.
468 funds tracked by Wall St. Rank held Schwab International Equity ETF as of Q3 2026.

Based on Avalon Advisory Group's 13F filing for Q3 2026, filed 20 Oct 2026.