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Berger Financial Group’s Schwab International Equity ETF SCHF Stock Holding History

Berger Financial 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
Q2 		$6.66M Sell
240,489
-20,173
-8% -$544K 0.34% 62
2026
Q1 		$6.45M Buy
260,662
+4,888
+2% +$124K 0.36% 63
2025
Q4 		$6.15M Buy
255,774
+908
+0.4% +$21.6K 0.36% 64
2025
Q3 		$5.93M Buy
254,866
+19,860
+8% +$449K 0.35% 70
2025
Q2 		$5.19M Buy
235,006
+2,842
+1% +$59.2K 0.34% 79
2025
Q1 		$4.59M Sell
232,164
-586,427
-72% -$11.5M 0.32% 85
2024
Q4 		$15.1M Sell
818,591
-7,937
-1% -$155K 1.05% 19
2024
Q3 		$17M Sell
826,528
-18,758
-2% -$371K 1.23% 17
2024
Q2 		$16.2M Sell
845,286
-7,916
-0.9% -$153K 1.29% 17
2024
Q1 		$16.6M Buy
853,202
+320,236
+60% +$5.99M 1.37% 16
2023
Q4 		$9.85M Sell
532,966
-13,954
-3% -$242K 1.02% 19
2023
Q3 		$9.29M Sell
546,920
-21,108
-4% -$373K 1.07% 19
2023
Q2 		$10.1M Sell
568,028
-9,264
-2% -$165K 1.15% 19
2023
Q1 		$10M Sell
577,292
-16,200
-3% -$277K 1.21% 18
2022
Q4 		$9.56M Sell
593,492
-17,570
-3% -$274K 1.26% 16
2022
Q3 		$8.6M Sell
611,062
-18,108
-3% -$284K 1.26% 18
2022
Q2 		$9.89M Sell
629,170
-7,836
-1% -$133K 1.45% 18
2022
Q1 		$11.7M Buy
637,006
+8,704
+1% +$162K 1.49% 17
2021
Q4 		$12.2M Buy
628,302
+12,052
+2% +$237K 1.62% 15
2021
Q3 		$11.9M Buy
616,250
+4,270
+0.7% +$84.9K 2.15% 9
2021
Q2 		$12.1M Sell
611,980
-6,016
-1% -$119K 2.18% 10
2021
Q1 		$11.6M Buy
617,996
+408,692
+195% +$7.62M 2.53% 8
2020
Q4 		$3.77M Buy
+209,304
New +$3.53M 0.66% 59

Other funds holding SCHF

Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return
MMA
Miracle Mile Advisors Los Angeles, California $8.53B AUM 21.43% 1-Year Est. Return
SCM
SCS Capital Management Boston, Massachusetts $10.6B AUM 19.73% 1-Year Est. Return
OWM
Orgel Wealth Management Altoona, Wisconsin $5.27B AUM 16.18% 1-Year Est. Return
ML
McAdam LLC Philadelphia, Pennsylvania $2.59B AUM 21.24% 1-Year Est. Return
APP
Avantax Planning Partners Dubuque, Iowa $4.02B AUM 20% 1-Year Est. Return
R
Rebalance Palo Alto, California $1.91B AUM 16.23% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
SCM
Steele Capital Management Dubuque, Iowa $2.72B AUM 21.58% 1-Year Est. Return

Berger Financial Group's SCHF Position: Q2 2026 in Review

Berger Financial Group reduced its Schwab International Equity ETF (SCHF) stake by 7.7% in Q2 2026, selling an estimated $544K and leaving 240,489 shares worth $6.66M. The position accounts for 0.34% of the portfolio, ranked #62.

Berger Financial Group first reported a position in SCHF in Q4 2020 and has held it in 23 quarters since. The position peaked at $17M in Q3 2024. 1,258 funds tracked by Wall St. Rank hold SCHF as of Q2 2026.

  • Berger Financial Group held 240,489 shares of Schwab International Equity ETF worth $6.66M as of Q2 2026.
  • Berger Financial Group sold 20,173 Schwab International Equity ETF shares in Q2 2026, an estimated $544K.
  • Schwab International Equity ETF made up 0.34% of Berger Financial Group's portfolio in Q2 2026, its #62 holding.
  • Berger Financial Group first reported a position in Schwab International Equity ETF in Q4 2020 and has held it in 23 quarters since.
  • Berger Financial Group's Schwab International Equity ETF position peaked at $17M in Q3 2024.
  • 1,258 funds tracked by Wall St. Rank held Schwab International Equity ETF as of Q2 2026.

Based on Berger Financial Group's 13F filing for Q2 2026, filed 4 Aug 2026.