Burkett Financial Services’s Schwab International Equity ETF SCHF Stock Holding History

Burkett Financial 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
2026 Q2	$1.65M	Sell	59,396 -7,062	-11%	-$190K	0.51%	18
2026 Q1	$1.64M	Sell	66,458 -9,010	-12%	-$229K	0.56%	17
2025 Q4	$1.81M	Sell	75,468 -5,981	-7%	-$142K	0.62%	16
2025 Q3	$1.9M	Sell	81,449 -5,535	-6%	-$125K	0.65%	17
2025 Q2	$1.92M	Sell	86,984 -10,976	-11%	-$229K	0.69%	17
2025 Q1	$1.94M	Sell	97,960 -9,352	-9%	-$183K	0.79%	15
2024 Q4	$1.99M	Buy	107,312 +1,082	+1%	+$21.1K	0.81%	14
2024 Q3	$2.18M	Sell	106,230 -822	-0.8%	-$16.3K	0.9%	14
2024 Q2	$2.06M	Sell	107,052 -1,554	-1%	-$30.1K	1.06%	12
2024 Q1	$2.12M	Sell	108,606 -5,418	-5%	-$101K	1.09%	12
2023 Q4	$2.11M	Buy	+114,024	New	+$1.98M	1.17%	10

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

APP

Avantax Planning Partners Dubuque, Iowa $4.02B AUM 20% 1-Year Est. Return

Rebalance Palo Alto, California $1.91B AUM 16.23% 1-Year Est. Return

SCM

Steele Capital Management Dubuque, Iowa $2.72B AUM 21.58% 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

BEI

Benjamin Edwards Inc Clayton, Missouri $11B AUM 18.22% 1-Year Est. Return

Burkett Financial Services's SCHF Position: Q2 2026 in Review

Burkett Financial Services reduced its Schwab International Equity ETF (SCHF) stake by 11% in Q2 2026, selling an estimated $190K and leaving 59,396 shares worth $1.65M. The position accounts for 0.51% of the portfolio, ranked #18.

Burkett Financial Services first reported a position in SCHF in Q4 2023 and has held it in 11 quarters since. The position peaked at $2.18M in Q3 2024. 830 funds tracked by Wall St. Rank hold SCHF as of Q2 2026.

Burkett Financial Services held 59,396 shares of Schwab International Equity ETF worth $1.65M as of Q2 2026.
Burkett Financial Services sold 7,062 Schwab International Equity ETF shares in Q2 2026, an estimated $190K.
Schwab International Equity ETF made up 0.51% of Burkett Financial Services's portfolio in Q2 2026, its #18 holding.
Burkett Financial Services first reported a position in Schwab International Equity ETF in Q4 2023 and has held it in 11 quarters since.
Burkett Financial Services's Schwab International Equity ETF position peaked at $2.18M in Q3 2024.
830 funds tracked by Wall St. Rank held Schwab International Equity ETF as of Q2 2026.

Based on Burkett Financial Services's 13F filing for Q2 2026, filed 2 Jul 2026.