Envision Financial
SCHF icon

Envision Financial’s Schwab International Equity ETF SCHF Stock Holding History

Envision Financial’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 		$18.2M Buy
663,929
+27,806
+4% +$774K 8.09% 3
2026
Q2 		$17.6M Buy
636,123
+18,030
+3% +$486K 8.12% 3
2026
Q1 		$15.3M Sell
618,093
-12,543
-2% -$319K 8.23% 3
2025
Q4 		$15.2M Buy
630,636
+46,759
+8% +$1.11M 8.01% 4
2025
Q3 		$13.6M Buy
583,877
+39,274
+7% +$887K 7.79% 4
2025
Q2 		$12M Buy
544,603
+1,655
+0.3% +$34.5K 8.02% 4
2025
Q1 		$10.7M Buy
542,948
+40,659
+8% +$798K 8.09% 4
2024
Q4 		$9.29M Buy
+502,289
New +$9.8M 7.45% 4

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Miracle Mile Advisors
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US Bancorp
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Orgel Wealth Management
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McAdam LLC
McAdam LLC Philadelphia, Pennsylvania $2.66B AUM 14.82% 1-Year Est. Return
Fund Evaluation Group
Fund Evaluation Group Cincinnati, Ohio $4.22B AUM 10.75% 1-Year Est. Return
LPL Financial
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Avantax Planning Partners
Avantax Planning Partners Dubuque, Iowa $3.96B AUM 12.96% 1-Year Est. Return

Envision Financial's SCHF Position: Q3 2026 in Review

Envision Financial increased its Schwab International Equity ETF (SCHF) stake by 4.4% in Q3 2026, buying an estimated $774K and bringing the position to 663,929 shares worth $18.2M. The position accounts for 8.09% of the portfolio, ranked #3.

Envision Financial first reported a position in SCHF in Q4 2024 and has held it in 8 quarters since. 1,256 funds tracked by Wall St. Rank hold SCHF as of Q3 2026.

  • Envision Financial held 663,929 shares of Schwab International Equity ETF worth $18.2M as of Q3 2026.
  • Envision Financial bought 27,806 Schwab International Equity ETF shares in Q3 2026, an estimated $774K.
  • Schwab International Equity ETF made up 8.09% of Envision Financial's portfolio in Q3 2026, its #3 holding.
  • Envision Financial first reported a position in Schwab International Equity ETF in Q4 2024 and has held it in 8 quarters since.
  • 1,256 funds tracked by Wall St. Rank held Schwab International Equity ETF as of Q3 2026.

Based on Envision Financial's 13F filing for Q3 2026, filed 15 Oct 2026.