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Essential Partners’s Schwab International Equity ETF SCHF Stock Holding History

Essential Partners’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 		$1.8M Buy
65,579
+3,014
+5% +$83.9K 0.82% 15
2026
Q2 		$1.73M Buy
62,565
+11,795
+23% +$318K 0.8% 15
2026
Q1 		$1.26M Buy
50,770
+17,642
+53% +$449K 0.42% 53
2025
Q4 		$796K Buy
33,128
+6,122
+23% +$146K 0.25% 116
2025
Q3 		$629K Sell
27,006
-168
-0.6% -$3.79K 0.21% 136
2025
Q2 		$601K Buy
+27,174
New +$566K 0.24% 126

Other funds holding SCHF

Orgel Wealth Management
Orgel Wealth Management Altoona, Wisconsin $5.3B AUM 8.93% 1-Year Est. Return
Gemmer Asset Management
Gemmer Asset Management Walnut Creek, California $1.53B AUM 31.12% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Charles Schwab Trust
Charles Schwab Trust Henderson, Nevada $1.73B AUM 11.35% 1-Year Est. Return
TruNorth Capital Management
TruNorth Capital Management Kalamazoo, Michigan $641M AUM 11.29% 1-Year Est. Return
Farther Finance Advisors
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
MTC
Matrix Trust Company Denver, Colorado $688M AUM 12.13% 1-Year Est. Return
Goelzer Investment Management
Goelzer Investment Management Carmel, Indiana $2.28B AUM 31.27% 1-Year Est. Return
Forvis Mazars Wealth Advisors
Forvis Mazars Wealth Advisors Springfield, Missouri $6.09B AUM 14.51% 1-Year Est. Return
PA
Persium Advisors Atlanta, Georgia $191M AUM 23.01% 1-Year Est. Return

Essential Partners's SCHF Position: Q3 2026 in Review

Essential Partners increased its Schwab International Equity ETF (SCHF) stake by 4.8% in Q3 2026, buying an estimated $83.9K and bringing the position to 65,579 shares worth $1.8M. The position accounts for 0.82% of the portfolio, ranked #15.

Essential Partners first reported a position in SCHF in Q2 2025 and has held it in 6 quarters since. 336 funds tracked by Wall St. Rank hold SCHF as of Q3 2026.

  • Essential Partners held 65,579 shares of Schwab International Equity ETF worth $1.8M as of Q3 2026.
  • Essential Partners bought 3,014 Schwab International Equity ETF shares in Q3 2026, an estimated $83.9K.
  • Schwab International Equity ETF made up 0.82% of Essential Partners's portfolio in Q3 2026, its #15 holding.
  • Essential Partners first reported a position in Schwab International Equity ETF in Q2 2025 and has held it in 6 quarters since.
  • 336 funds tracked by Wall St. Rank held Schwab International Equity ETF as of Q3 2026.

Based on Essential Partners's 13F filing for Q3 2026, filed 14 Oct 2026.