Concord Wealth Partners’s Schwab International Equity ETF SCHF Stock Holding History

Concord Wealth Partners’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	$14.4K	Buy	+521	New	+$14K	﹤0.01%	525
2026 Q1	–	Sell	-521	Closed	-$12.5K	–	668
2025 Q4	$12.5K	Buy	521 +315	+153%	+$7.49K	﹤0.01%	504
2025 Q3	$4.8K	Hold	206	–	–	﹤0.01%	631
2025 Q2	$4.55K	Hold	206	–	–	﹤0.01%	644
2025 Q1	$4.08K	Hold	206	–	–	﹤0.01%	611
2024 Q4	$3.81K	Sell	206 -612	-75%	-$11.9K	﹤0.01%	643
2024 Q3	$16.8K	Hold	818	–	–	﹤0.01%	499
2024 Q2	$15.7K	Hold	818	–	–	﹤0.01%	462
2024 Q1	$16K	Hold	818	–	–	﹤0.01%	516
2023 Q4	$15.1K	Sell	818 -114	-12%	-$1.98K	﹤0.01%	514
2023 Q3	$15.8K	Hold	932	–	–	﹤0.01%	546
2023 Q2	$16.6K	Buy	932 +818	+718%	+$14.5K	﹤0.01%	531
2023 Q1	$1.97K	Sell	114 -818	-88%	-$14K	﹤0.01%	812
2022 Q4	$15K	Buy	+932	New	+$14.6K	﹤0.01%	577
2022 Q3	–	Sell	-928	Closed	-$15K	–	950
2022 Q2	$15K	Hold	928	–	–	﹤0.01%	610
2022 Q1	$17K	Buy	928 +818	+744%	+$15.2K	﹤0.01%	667
2021 Q4	$2K	Buy	+110	New	+$2.16K	﹤0.01%	1163

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

Concord Wealth Partners's SCHF Position: Q2 2026 in Review

Concord Wealth Partners opened a new position in Schwab International Equity ETF (SCHF) in Q2 2026: 521 shares worth $14.4K. The stake represents ﹤0.01% of the portfolio and ranks #525 among its holdings. This is a return to the name: Concord Wealth Partners previously reported a position in SCHF as recently as Q4 2025.

Concord Wealth Partners first reported a position in SCHF in Q4 2021 and has held it in 17 quarters since. The position peaked at $17K in Q1 2022. 1,671 funds tracked by Wall St. Rank hold SCHF as of Q2 2026.

Concord Wealth Partners held 521 shares of Schwab International Equity ETF worth $14.4K as of Q2 2026.
Schwab International Equity ETF was a new Concord Wealth Partners position in Q2 2026.
Schwab International Equity ETF made up ﹤0.01% of Concord Wealth Partners's portfolio in Q2 2026, its #525 holding.
Concord Wealth Partners first reported a position in Schwab International Equity ETF in Q4 2021 and has held it in 17 quarters since.
Concord Wealth Partners's Schwab International Equity ETF position peaked at $17K in Q1 2022.
1,671 funds tracked by Wall St. Rank held Schwab International Equity ETF as of Q2 2026.

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