Evermay Wealth Management’s Schwab International Equity ETF SCHF Stock Holding History

Evermay Wealth Management’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	$1.63M	Buy	58,688 +584	+1%	+$15.7K	0.17%	56
2026 Q1	$1.44M	Sell	58,104 -5,215	-8%	-$133K	0.16%	61
2025 Q4	$1.52M	Sell	63,319 -1,750	-3%	-$41.6K	0.17%	53
2025 Q3	$1.51M	Sell	65,069 -178	-0.3%	-$4.02K	0.17%	56
2025 Q2	$1.44M	Sell	65,247 -286	-0.4%	-$5.95K	0.18%	52
2025 Q1	$1.3M	Sell	65,533 -2,000	-3%	-$39.2K	0.17%	63
2024 Q4	$1.25M	Sell	67,533 -3,081	-4%	-$60.1K	0.19%	65
2024 Q3	$1.45M	Sell	70,614 -452	-0.6%	-$8.94K	0.23%	58
2024 Q2	$1.37M	Sell	71,066 -198	-0.3%	-$3.83K	0.22%	61
2024 Q1	$1.39M	Sell	71,264 -446	-0.6%	-$8.34K	0.21%	60
2023 Q4	$1.33M	Sell	71,710 -514	-0.7%	-$8.92K	0.24%	43
2023 Q3	$1.23M	Sell	72,224 -76	-0.1%	-$1.34K	0.25%	43
2023 Q2	$1.29M	Sell	72,300 -276	-0.4%	-$4.9K	0.25%	43
2023 Q1	$1.26M	Sell	72,576 -2,068	-3%	-$35.4K	0.25%	45
2022 Q4	$1.2M	Sell	74,644 -13,046	-15%	-$204K	0.24%	48
2022 Q3	$1.23M	Sell	87,690 -1,536	-2%	-$24.1K	0.25%	45
2022 Q2	$1.4M	Sell	89,226 -1,812	-2%	-$30.9K	0.27%	43
2022 Q1	$1.67M	Buy	91,038 +87,322	+2,350%	+$1.62M	0.28%	40
2021 Q4	$72K	Hold	3,716	–	–	0.01%	247
2021 Q3	$72K	Buy	3,716 +80	+2%	+$1.59K	0.01%	237
2021 Q2	$72K	Buy	+3,636	New	+$71.9K	0.01%	245

Other funds holding SCHF

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Empower Advisory Group Greenwood Village, Colorado $41.9B AUM 18.91% 1-Year Est. Return

Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return

Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return

Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return

Corient Private Wealth Miami, Florida $77.5B AUM 27.94% 1-Year Est. Return

MMA

Miracle Mile Advisors Los Angeles, California $8.53B AUM 21.43% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return

Evermay Wealth Management's SCHF Position: Q2 2026 in Review

Evermay Wealth Management increased its Schwab International Equity ETF (SCHF) stake by 1% in Q2 2026, buying an estimated $15.7K and bringing the position to 58,688 shares worth $1.63M. The position accounts for 0.17% of the portfolio, ranked #56.

Evermay Wealth Management first reported a position in SCHF in Q2 2021 and has held it in 21 quarters since. The position peaked at $1.67M in Q1 2022. 1,659 funds tracked by Wall St. Rank hold SCHF as of Q2 2026.

Evermay Wealth Management held 58,688 shares of Schwab International Equity ETF worth $1.63M as of Q2 2026.
Evermay Wealth Management bought 584 Schwab International Equity ETF shares in Q2 2026, an estimated $15.7K.
Schwab International Equity ETF made up 0.17% of Evermay Wealth Management's portfolio in Q2 2026, its #56 holding.
Evermay Wealth Management first reported a position in Schwab International Equity ETF in Q2 2021 and has held it in 21 quarters since.
Evermay Wealth Management's Schwab International Equity ETF position peaked at $1.67M in Q1 2022.
1,659 funds tracked by Wall St. Rank held Schwab International Equity ETF as of Q2 2026.

Based on Evermay Wealth Management's 13F filing for Q2 2026, filed 27 Jul 2026.