Consilium Wealth Advisory’s Schwab International Equity ETF SCHF Stock Holding History

Consilium Wealth Advisory’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 Q3	$349K	Hold	12,718	–	–	0.1%	86
2026 Q2	$352K	Hold	12,718	–	–	0.1%	88
2026 Q1	$315K	Hold	12,718	–	–	0.11%	86
2025 Q4	$306K	Hold	12,718	–	–	0.11%	81
2025 Q3	$296K	Buy	12,718 +3,518	+38%	+$79.5K	0.11%	81
2025 Q2	$203K	Buy	+9,200	New	+$192K	0.09%	94
2025 Q1	–	Sell	-26,689	Closed	-$494K	–	93
2024 Q4	$494K	Buy	26,689 +381	+1%	+$7.44K	0.24%	62
2024 Q3	$541K	Buy	26,308 +160	+0.6%	+$3.16K	0.3%	53
2024 Q2	$502K	Hold	26,148	–	–	0.27%	56
2024 Q1	$510K	Buy	26,148 +3,078	+13%	+$57.5K	0.29%	56
2023 Q4	$426K	Sell	23,070 -8,434	-27%	-$146K	0.26%	62
2023 Q3	$535K	Buy	31,504 +1,486	+5%	+$26.2K	0.37%	51
2023 Q2	$535K	Buy	30,018 +4,230	+16%	+$75.1K	0.37%	53
2023 Q1	$449K	Hold	25,788	–	–	0.38%	52
2022 Q4	$415K	Buy	25,788 +6,222	+32%	+$97.1K	0.35%	57
2022 Q3	$275K	Sell	19,566 -21,410	-52%	-$336K	0.31%	59
2022 Q2	$644K	Hold	40,976	–	–	0.69%	40
2022 Q1	$752K	Sell	40,976 -42,218	-51%	-$785K	0.54%	43
2021 Q4	$1.62M	Buy	+83,194	New	+$1.63M	1.05%	20

Other funds holding SCHF

Wealthfront Advisers Palo Alto, California $52.7B AUM 16.5% 1-Year Est. Return

Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $92B AUM 22.91% 1-Year Est. Return

Orgel Wealth Management Altoona, Wisconsin $5.3B AUM 8.93% 1-Year Est. Return

McAdam LLC Philadelphia, Pennsylvania $2.66B AUM 14.82% 1-Year Est. Return

Fund Evaluation Group Cincinnati, Ohio $4.22B AUM 10.75% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Avantax Planning Partners Dubuque, Iowa $3.96B AUM 12.96% 1-Year Est. Return

Rebalance Palo Alto, California $1.94B AUM 8.87% 1-Year Est. Return

Steele Capital Management Dubuque, Iowa $2.7B AUM 13.58% 1-Year Est. Return

Consilium Wealth Advisory's SCHF Position: Q3 2026 in Review

Consilium Wealth Advisory held its Schwab International Equity ETF (SCHF) position steady in Q3 2026 at 12,718 shares worth $349K. The position accounts for 0.1% of the portfolio, ranked #86.

Consilium Wealth Advisory first reported a position in SCHF in Q4 2021 and has held it in 19 quarters since. The position peaked at $1.62M in Q4 2021. 1,191 funds tracked by Wall St. Rank hold SCHF as of Q3 2026.

Consilium Wealth Advisory held 12,718 shares of Schwab International Equity ETF worth $349K as of Q3 2026.
Consilium Wealth Advisory left its Schwab International Equity ETF share count unchanged in Q3 2026.
Schwab International Equity ETF made up 0.1% of Consilium Wealth Advisory's portfolio in Q3 2026, its #86 holding.
Consilium Wealth Advisory first reported a position in Schwab International Equity ETF in Q4 2021 and has held it in 19 quarters since.
Consilium Wealth Advisory's Schwab International Equity ETF position peaked at $1.62M in Q4 2021.
1,191 funds tracked by Wall St. Rank held Schwab International Equity ETF as of Q3 2026.

Based on Consilium Wealth Advisory's 13F filing for Q3 2026, filed 14 Oct 2026.