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

Everhart 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 		$676K Sell
24,402
-1,217
-5% -$32.8K 0.04% 230
2026
Q1 		$634K Buy
25,619
+1,475
+6% +$37.5K 0.05% 235
2025
Q4 		$580K Buy
24,144
+4,254
+21% +$101K 0.05% 240
2025
Q3 		$463K Buy
19,890
+8,090
+69% +$183K 0.05% 261
2025
Q2 		$261K Sell
11,800
-1,526
-11% -$31.8K 0.03% 298
2025
Q1 		$264K Sell
13,326
-10,089
-43% -$198K 0.04% 289
2024
Q4 		$433K Sell
23,415
-2,617
-10% -$51.1K 0.09% 206
2024
Q3 		$535K Buy
26,032
+56
+0.2% +$1.11K 0.12% 185
2024
Q2 		$499K Sell
25,976
-96
-0.4% -$1.86K 0.13% 159
2024
Q1 		$509K Sell
26,072
-1,928
-7% -$36K 0.15% 143
2023
Q4 		$517K Buy
28,000
+15,948
+132% +$277K 0.18% 109
2023
Q3 		$205K Sell
12,052
-11,310
-48% -$200K 0.09% 206
2023
Q2 		$416K Sell
23,362
-378
-2% -$6.71K 0.17% 116
2023
Q1 		$413K Buy
23,740
+820
+4% +$14K 0.19% 106
2022
Q4 		$362K Sell
22,920
-8,328
-27% -$130K 0.18% 103
2022
Q3 		$439K Buy
31,248
+14,920
+91% +$234K 0.24% 80
2022
Q2 		$256K Sell
16,328
-102
-0.6% -$1.74K 0.16% 133
2022
Q1 		$302K Buy
16,430
+298
+2% +$5.54K 0.17% 93
2021
Q4 		$313K Buy
16,132
+128
+0.8% +$2.51K 0.19% 89
2021
Q3 		$310K Buy
16,004
+326
+2% +$6.49K 0.21% 83
2021
Q2 		$309K Sell
15,678
-5,726
-27% -$113K 0.21% 73
2021
Q1 		$403K Sell
21,404
-242
-1% -$4.51K 0.35% 54
2020
Q4 		$390K Buy
+21,646
New +$365K 0.36% 52

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
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

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

Everhart Financial Group reduced its Schwab International Equity ETF (SCHF) stake by 4.8% in Q2 2026, selling an estimated $32.8K and leaving 24,402 shares worth $676K. The position accounts for 0.04% of the portfolio, ranked #230.

Everhart Financial Group first reported a position in SCHF in Q4 2020 and has held it in 23 quarters since. 484 funds tracked by Wall St. Rank hold SCHF as of Q2 2026.

  • Everhart Financial Group held 24,402 shares of Schwab International Equity ETF worth $676K as of Q2 2026.
  • Everhart Financial Group sold 1,217 Schwab International Equity ETF shares in Q2 2026, an estimated $32.8K.
  • Schwab International Equity ETF made up 0.04% of Everhart Financial Group's portfolio in Q2 2026, its #230 holding.
  • Everhart Financial Group first reported a position in Schwab International Equity ETF in Q4 2020 and has held it in 23 quarters since.
  • 484 funds tracked by Wall St. Rank held Schwab International Equity ETF as of Q2 2026.

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