Cypress Financial Planning’s Schwab International Equity ETF SCHF Stock Holding History

Cypress Financial 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	$222K	Buy	+8,005	New	+$216K	0.05%	103

Other funds holding SCHF

Orgel Wealth Management Altoona, Wisconsin $5.27B AUM 16.18% 1-Year Est. Return

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

Gemmer Asset Management Walnut Creek, California $1.49B AUM 42.66% 1-Year Est. Return

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

Charles Schwab Trust Henderson, Nevada $1.79B AUM 17.47% 1-Year Est. Return

Matrix Trust Company Denver, Colorado $690M AUM 19.61% 1-Year Est. Return

Procyon Advisors Shelton, Connecticut $2.32B AUM 26.81% 1-Year Est. Return

Goelzer Investment Management Carmel, Indiana $2.29B AUM 39.12% 1-Year Est. Return

FSM Wealth Advisors Cleveland, Ohio $939M AUM 22.84% 1-Year Est. Return

Cypress Financial Planning's SCHF Position: Q2 2026 in Review

Cypress Financial Planning opened a new position in Schwab International Equity ETF (SCHF) in Q2 2026: 8,005 shares worth $222K. The stake represents 0.05% of the portfolio and ranks #103 among its holdings.

342 funds tracked by Wall St. Rank hold SCHF as of Q2 2026.

Cypress Financial Planning held 8,005 shares of Schwab International Equity ETF worth $222K as of Q2 2026.
Schwab International Equity ETF was a new Cypress Financial Planning position in Q2 2026.
Schwab International Equity ETF made up 0.05% of Cypress Financial Planning's portfolio in Q2 2026, its #103 holding.
342 funds tracked by Wall St. Rank held Schwab International Equity ETF as of Q2 2026.

Based on Cypress Financial Planning's 13F filing for Q2 2026, filed 9 Jul 2026.