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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
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 +$9.81M 7.45% 4

Other funds holding SCHF

OWM
Orgel Wealth Management Altoona, Wisconsin $5.27B AUM 16.18% 1-Year Est. Return
R
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
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
MTC
Matrix Trust Company Denver, Colorado $690M AUM 19.61% 1-Year Est. Return
PA
Procyon Advisors Shelton, Connecticut $2.32B AUM 26.81% 1-Year Est. Return
GIM
Goelzer Investment Management Carmel, Indiana $2.29B AUM 39.12% 1-Year Est. Return
FWA
FSM Wealth Advisors Cleveland, Ohio $939M AUM 22.84% 1-Year Est. Return

Envision Financial's SCHF Position: Q2 2026 in Review

Envision Financial increased its Schwab International Equity ETF (SCHF) stake by 2.9% in Q2 2026, buying an estimated $486K and bringing the position to 636,123 shares worth $17.6M. The position accounts for 8.12% of the portfolio, ranked #3.

Envision Financial first reported a position in SCHF in Q4 2024 and has held it in 7 quarters since. 342 funds tracked by Wall St. Rank hold SCHF as of Q2 2026.

  • Envision Financial held 636,123 shares of Schwab International Equity ETF worth $17.6M as of Q2 2026.
  • Envision Financial bought 18,030 Schwab International Equity ETF shares in Q2 2026, an estimated $486K.
  • Schwab International Equity ETF made up 8.12% of Envision Financial's portfolio in Q2 2026, its #3 holding.
  • Envision Financial first reported a position in Schwab International Equity ETF in Q4 2024 and has held it in 7 quarters since.
  • 342 funds tracked by Wall St. Rank held Schwab International Equity ETF as of Q2 2026.

Based on Envision Financial's 13F filing for Q2 2026, filed 10 Jul 2026.