Avity Investment Management’s Schwab International Equity ETF SCHF Stock Holding History

Avity Investment 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 Q2	$382K	Hold	13,800	–	–	0.02%	99
2026 Q1	$342K	Hold	13,800	–	–	0.02%	101
2025 Q4	$332K	Hold	13,800	–	–	0.02%	92
2025 Q3	$321K	Hold	13,800	–	–	0.02%	92
2025 Q2	$305K	Hold	13,800	–	–	0.02%	92
2025 Q1	$273K	Hold	13,800	–	–	0.02%	93
2024 Q4	$255K	Hold	13,800	–	–	0.02%	94
2024 Q3	$284K	Hold	13,800	–	–	0.02%	89
2024 Q2	$265K	Hold	13,800	–	–	0.02%	94
2024 Q1	$269K	Hold	13,800	–	–	0.02%	96
2023 Q4	$255K	Hold	13,800	–	–	0.02%	90
2023 Q3	$234K	Hold	13,800	–	–	0.02%	79
2023 Q2	$246K	Hold	13,800	–	–	0.02%	81
2023 Q1	$240K	Hold	13,800	–	–	0.02%	86
2022 Q4	$222K	Buy	+13,800	New	+$215K	0.02%	79
2022 Q3	–	Sell	-13,800	Closed	-$217K	–	85
2022 Q2	$217K	Hold	13,800	–	–	0.02%	82
2022 Q1	$253K	Hold	13,800	–	–	0.02%	80
2021 Q4	$268K	Hold	13,800	–	–	0.02%	77
2021 Q3	$267K	Hold	13,800	–	–	0.02%	75
2021 Q2	$272K	Hold	13,800	–	–	0.02%	74
2021 Q1	$260K	Hold	13,800	–	–	0.02%	76
2020 Q4	$248K	Hold	13,800	–	–	0.02%	73
2020 Q3	$217K	Hold	13,800	–	–	0.02%	67
2020 Q2	$205K	Buy	+13,800	New	+$194K	0.02%	65
2020 Q1	–	Sell	-13,800	Closed	-$232K	–	72
2019 Q4	$232K	Hold	13,800	–	–	0.03%	69
2019 Q3	$220K	Hold	13,800	–	–	0.03%	72
2019 Q2	$221K	Hold	13,800	–	–	0.03%	76
2019 Q1	$216K	Buy	+13,800	New	+$210K	0.03%	72
2018 Q4	–	Sell	-13,800	Closed	-$231K	–	77
2018 Q3	$231K	Hold	13,800	–	–	0.03%	71
2018 Q2	$228K	Hold	13,800	–	–	0.03%	69
2018 Q1	$233K	Hold	13,800	–	–	0.03%	69
2017 Q4	$235K	Hold	13,800	–	–	0.03%	71
2017 Q3	$231K	Sell	13,800 -6,200	-31%	-$101K	0.03%	69
2017 Q2	$318K	Hold	20,000	–	–	0.04%	61
2017 Q1	$299K	Hold	20,000	–	–	0.04%	64
2016 Q4	$277K	Hold	20,000	–	–	0.04%	63
2016 Q3	$286K	Hold	20,000	–	–	0.04%	59
2016 Q2	$271K	Hold	20,000	–	–	0.04%	60
2016 Q1	$276K	Hold	20,000	–	–	0.04%	59
2015 Q4	$276K	Hold	20,000	–	–	0.04%	60
2015 Q3	$290K	Hold	20,000	–	–	0.05%	57
2015 Q2	$305K	Hold	20,000	–	–	0.05%	58
2015 Q1	$313K	Hold	20,000	–	–	0.05%	59
2014 Q4	$289K	Hold	20,000	–	–	0.05%	60
2014 Q3	$310K	Hold	20,000	–	–	0.05%	58
2014 Q2	$330K	Buy	+20,000	New	+$322K	0.06%	60

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

Avity Investment Management's SCHF Position: Q2 2026 in Review

Avity Investment Management held its Schwab International Equity ETF (SCHF) position steady in Q2 2026 at 13,800 shares worth $382K. The position accounts for 0.02% of the portfolio, ranked #99.

Avity Investment Management first reported a position in SCHF in Q2 2014 and has held it in 46 quarters since. 611 funds tracked by Wall St. Rank hold SCHF as of Q2 2026.

Avity Investment Management held 13,800 shares of Schwab International Equity ETF worth $382K as of Q2 2026.
Avity Investment Management left its Schwab International Equity ETF share count unchanged in Q2 2026.
Schwab International Equity ETF made up 0.02% of Avity Investment Management's portfolio in Q2 2026, its #99 holding.
Avity Investment Management first reported a position in Schwab International Equity ETF in Q2 2014 and has held it in 46 quarters since.
611 funds tracked by Wall St. Rank held Schwab International Equity ETF as of Q2 2026.

Based on Avity Investment Management's 13F filing for Q2 2026, filed 9 Jul 2026.