Ehrlich Financial Group’s Schwab International Equity ETF SCHF Stock Holding History

Ehrlich Financial Group’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	$892K	Buy	32,206 +400	+1%	+$10.8K	0.46%	51
2026 Q1	$787K	Buy	31,806 +500	+2%	+$12.7K	0.45%	58
2025 Q4	$753K	Buy	31,306 +2,676	+9%	+$63.6K	0.43%	51
2025 Q3	$666K	Buy	28,630 +199	+0.7%	+$4.5K	0.4%	56
2025 Q2	$628K	Buy	28,431 +2,716	+11%	+$56.5K	0.41%	54
2025 Q1	$509K	Buy	25,715 +155	+0.6%	+$3.04K	0.37%	59
2024 Q4	$473K	Buy	25,560 +166	+0.7%	+$3.24K	0.34%	59
2024 Q3	$522K	Hold	25,394	–	–	0.37%	53
2024 Q2	$488K	Buy	25,394 +14	+0.1%	+$271	0.39%	53
2024 Q1	$495K	Buy	25,380 +220	+0.9%	+$4.11K	0.42%	55
2023 Q4	$465K	Buy	+25,160	New	+$436K	0.47%	54

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

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 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

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

Ehrlich Financial Group's SCHF Position: Q2 2026 in Review

Ehrlich Financial Group increased its Schwab International Equity ETF (SCHF) stake by 1.3% in Q2 2026, buying an estimated $10.8K and bringing the position to 32,206 shares worth $892K. The position accounts for 0.46% of the portfolio, ranked #51.

Ehrlich Financial Group first reported a position in SCHF in Q4 2023 and has held it in 11 quarters since. 618 funds tracked by Wall St. Rank hold SCHF as of Q2 2026.

Ehrlich Financial Group held 32,206 shares of Schwab International Equity ETF worth $892K as of Q2 2026.
Ehrlich Financial Group bought 400 Schwab International Equity ETF shares in Q2 2026, an estimated $10.8K.
Schwab International Equity ETF made up 0.46% of Ehrlich Financial Group's portfolio in Q2 2026, its #51 holding.
Ehrlich Financial Group first reported a position in Schwab International Equity ETF in Q4 2023 and has held it in 11 quarters since.
618 funds tracked by Wall St. Rank held Schwab International Equity ETF as of Q2 2026.

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