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

Avantax 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
2025 Q2	$39.4M	Buy	1,781,173 +27,001	+2%	+$562K	0.22%	72
2025 Q1	$34.7M	Sell	1,754,172 -149	-0%	-$2.92K	0.21%	75
2024 Q4	$32.5M	Buy	1,754,321 +183,551	+12%	+$3.58M	0.2%	74
2024 Q3	$32.3M	Buy	1,570,770 +141,084	+10%	+$2.79M	0.21%	73
2024 Q2	$27.5M	Buy	1,429,686 +360,906	+34%	+$6.99M	0.2%	79
2024 Q1	$20.9M	Buy	1,068,780 +461,064	+76%	+$8.62M	0.19%	90
2023 Q4	$11.2M	Buy	607,716 +235,640	+63%	+$4.09M	0.11%	143
2023 Q3	$6.32M	Buy	372,076 +59,702	+19%	+$1.05M	0.07%	210
2023 Q2	$5.57M	Buy	312,374 +63,266	+25%	+$1.12M	0.06%	232
2023 Q1	$4.33M	Buy	249,108 +100,842	+68%	+$1.73M	0.05%	272
2022 Q4	$2.39M	Buy	148,266 +1,164	+0.8%	+$18.2K	0.03%	372
2022 Q3	$2.07M	Buy	147,102 +71,082	+94%	+$1.12M	0.03%	364
2022 Q2	$1.2M	Buy	76,020 +31,088	+69%	+$529K	0.02%	496
2022 Q1	$825K	Sell	44,932 -5,238	-10%	-$97.4K	0.01%	607
2021 Q4	$975K	Buy	50,170 +6,872	+16%	+$135K	0.01%	539
2021 Q3	$835K	Sell	43,298 -22,066	-34%	-$439K	0.01%	544
2021 Q2	$1.29M	Sell	65,364 -6,220	-9%	-$123K	0.02%	420
2021 Q1	$1.35M	Sell	71,584 -59,044	-45%	-$1.1M	0.03%	379
2020 Q4	$2.36M	Sell	130,628 -18,942	-13%	-$319K	0.06%	240
2020 Q3	$2.35M	Buy	149,570 +15,000	+11%	+$236K	0.04%	337
2020 Q2	$2M	Buy	134,570 +112,170	+501%	+$1.58M	0.06%	216
2020 Q1	$289K	Sell	22,400 -96,458	-81%	-$1.48M	0.01%	588
2019 Q4	$2M	Buy	118,858 +97,858	+466%	+$1.61M	0.05%	211
2019 Q3	$335K	Buy	21,000 +1,376	+7%	+$21.6K	0.01%	412
2019 Q2	$315K	Buy	19,624 +2,944	+18%	+$46.6K	0.01%	384
2019 Q1	$261K	Sell	16,680 -6,330	-28%	-$96.5K	0.01%	390
2018 Q4	$328K	Buy	+23,010	New	+$352K	0.06%	285

Other funds holding SCHF

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Empower Advisory Group Greenwood Village, Colorado $38.5B AUM 18.4% 1-Year Est. Return

Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return

Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

WANY

Wealthspire Advisors (New York) New York $12.7B AUM 17.31% 1-Year Est. Return

Corient Private Wealth Miami, Florida $69.9B AUM 22.19% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return

Avantax Advisory Services's SCHF Position: Q2 2025 in Review

Avantax Advisory Services increased its Schwab International Equity ETF (SCHF) stake by 1.5% in Q2 2025, buying an estimated $562K and bringing the position to 1,781,173 shares worth $39.4M. The position accounts for 0.22% of the portfolio, ranked #72.

Avantax Advisory Services first reported a position in SCHF in Q4 2018 and has held it in 27 quarters since. 1,360 funds tracked by Wall St. Rank hold SCHF as of Q2 2025.

Avantax Advisory Services held 1,781,173 shares of Schwab International Equity ETF worth $39.4M as of Q2 2025.
Avantax Advisory Services bought 27,001 Schwab International Equity ETF shares in Q2 2025, an estimated $562K.
Schwab International Equity ETF made up 0.22% of Avantax Advisory Services's portfolio in Q2 2025, its #72 holding.
Avantax Advisory Services first reported a position in Schwab International Equity ETF in Q4 2018 and has held it in 27 quarters since.
1,360 funds tracked by Wall St. Rank held Schwab International Equity ETF as of Q2 2025.

Based on Avantax Advisory Services's 13F filing for Q2 2025, filed 8 Aug 2025.