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Chesley Taft & Associates’s Schwab International Equity ETF SCHF Stock Holding History

Chesley Taft & Associates’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 		$695K Sell
25,097
-1,262
-5% -$34K 0.03% 253
2026
Q1 		$652K Buy
26,359
+1,358
+5% +$34.5K 0.03% 256
2025
Q4 		$601K Buy
25,001
+9,932
+66% +$236K 0.02% 266
2025
Q3 		$351K Buy
15,069
+1,840
+14% +$41.6K 0.01% 295
2025
Q2 		$292K Buy
+13,229
New +$275K 0.01% 300

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
R
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
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
FC
Financial Consulate Hunt Valley, Maryland $899M AUM 20.23% 1-Year Est. Return

Chesley Taft & Associates's SCHF Position: Q2 2026 in Review

Chesley Taft & Associates reduced its Schwab International Equity ETF (SCHF) stake by 4.8% in Q2 2026, selling an estimated $34K and leaving 25,097 shares worth $695K. The position accounts for 0.03% of the portfolio, ranked #253.

Chesley Taft & Associates first reported a position in SCHF in Q2 2025 and has held it in 5 quarters since. 606 funds tracked by Wall St. Rank hold SCHF as of Q2 2026.

  • Chesley Taft & Associates held 25,097 shares of Schwab International Equity ETF worth $695K as of Q2 2026.
  • Chesley Taft & Associates sold 1,262 Schwab International Equity ETF shares in Q2 2026, an estimated $34K.
  • Schwab International Equity ETF made up 0.03% of Chesley Taft & Associates's portfolio in Q2 2026, its #253 holding.
  • Chesley Taft & Associates first reported a position in Schwab International Equity ETF in Q2 2025 and has held it in 5 quarters since.
  • 606 funds tracked by Wall St. Rank held Schwab International Equity ETF as of Q2 2026.

Based on Chesley Taft & Associates's 13F filing for Q2 2026, filed 8 Jul 2026.