Bernardo Wealth Planning’s Schwab International Equity ETF SCHF Stock Holding History

Bernardo Wealth Planning’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	$280K	Buy	10,099 +107	+1%	+$2.88K	0.05%	113
2026 Q1	$247K	Buy	9,992 +1,388	+16%	+$35.3K	0.05%	107
2025 Q4	$207K	Buy	+8,604	New	+$205K	0.04%	124
2020 Q2	–	Sell	-33,058	Closed	-$427K	–	146
2020 Q1	$427K	Sell	33,058 -136	-0.4%	-$2.09K	0.3%	83
2019 Q4	$558K	Hold	33,194	–	–	0.34%	69
2019 Q3	$528K	Hold	33,194	–	–	0.38%	61
2019 Q2	$533K	Buy	33,194 +136	+0.4%	+$2.15K	0.42%	59
2019 Q1	$518K	Hold	33,058	–	–	0.41%	59
2018 Q4	$469K	Buy	+33,058	New	+$506K	0.41%	56

Other funds holding SCHF

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Empower Advisory Group Greenwood Village, Colorado $41.9B AUM 18.91% 1-Year Est. Return

Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return

Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return

Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return

MMA

Miracle Mile Advisors Los Angeles, California $8.53B AUM 21.43% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return

SCM

SCS Capital Management Boston, Massachusetts $10.6B AUM 19.73% 1-Year Est. Return

Bernardo Wealth Planning's SCHF Position: Q2 2026 in Review

Bernardo Wealth Planning increased its Schwab International Equity ETF (SCHF) stake by 1.1% in Q2 2026, buying an estimated $2.88K and bringing the position to 10,099 shares worth $280K. The position accounts for 0.05% of the portfolio, ranked #113.

Bernardo Wealth Planning first reported a position in SCHF in Q4 2018 and has held it in 9 quarters since. The position peaked at $558K in Q4 2019. 1,663 funds tracked by Wall St. Rank hold SCHF as of Q2 2026.

Bernardo Wealth Planning held 10,099 shares of Schwab International Equity ETF worth $280K as of Q2 2026.
Bernardo Wealth Planning bought 107 Schwab International Equity ETF shares in Q2 2026, an estimated $2.88K.
Schwab International Equity ETF made up 0.05% of Bernardo Wealth Planning's portfolio in Q2 2026, its #113 holding.
Bernardo Wealth Planning first reported a position in Schwab International Equity ETF in Q4 2018 and has held it in 9 quarters since.
Bernardo Wealth Planning's Schwab International Equity ETF position peaked at $558K in Q4 2019.
1,663 funds tracked by Wall St. Rank held Schwab International Equity ETF as of Q2 2026.

Based on Bernardo Wealth Planning's 13F filing for Q2 2026, filed 27 Jul 2026.