Financial Synergies Wealth Advisors’s Schwab International Equity ETF SCHF Stock Holding History

Financial Synergies Wealth Advisors’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	$757K	Buy	27,311 +808	+3%	+$21.8K	0.06%	72
2026 Q1	$656K	Buy	26,503 +92	+0.3%	+$2.34K	0.06%	74
2025 Q4	$635K	Buy	26,411 +265	+1%	+$6.3K	0.06%	68
2025 Q3	$609K	Sell	26,146 -503	-2%	-$11.4K	0.06%	61
2025 Q2	$589K	Buy	26,649 +2,950	+12%	+$61.4K	0.06%	60
2025 Q1	$469K	Buy	23,699 +134	+0.6%	+$2.63K	0.06%	55
2024 Q4	$436K	Sell	23,565 -4,973	-17%	-$97.1K	0.05%	58
2024 Q3	$587K	Buy	28,538 +5,542	+24%	+$110K	0.07%	51
2024 Q2	$442K	Buy	22,996 +318	+1%	+$6.16K	0.06%	56
2024 Q1	$442K	Sell	22,678 -6,236	-22%	-$117K	0.06%	57
2023 Q4	$466K	Buy	28,914 +70	+0.2%	+$1.21K	0.07%	52
2023 Q3	$490K	Sell	28,844 -822	-3%	-$14.5K	0.07%	50
2023 Q2	$529K	Buy	29,666 +1,504	+5%	+$26.7K	0.07%	49
2023 Q1	$490K	Sell	28,162 -752	-3%	-$12.9K	0.07%	52
2022 Q4	$466K	Sell	28,914 -1,114	-4%	-$17.4K	0.07%	52
2022 Q3	$422K	Sell	30,028 -342	-1%	-$5.37K	0.07%	53
2022 Q2	$478K	Sell	30,370 -4,144	-12%	-$70.6K	0.08%	50
2022 Q1	$634K	Sell	34,514 -1,802	-5%	-$33.5K	0.1%	42
2021 Q4	$706K	Buy	36,316 +8,104	+29%	+$159K	0.1%	43
2021 Q3	$546K	Buy	28,212 +794	+3%	+$15.8K	0.07%	42
2021 Q2	$541K	Sell	27,418 -3,732	-12%	-$73.8K	0.07%	42
2021 Q1	$586K	Buy	31,150 +4,352	+16%	+$81.2K	0.09%	40
2020 Q4	$483K	Sell	26,798 -38,846	-59%	-$655K	0.08%	39
2020 Q3	$1.03M	Sell	65,644 -30,518	-32%	-$479K	0.26%	36
2020 Q2	$1.43M	Sell	96,162 -1,146	-1%	-$16.1K	0.48%	25
2020 Q1	$1.26M	Buy	97,308 +520	+0.5%	+$8K	0.72%	14
2019 Q4	$1.63M	Buy	96,788 +4,954	+5%	+$81.5K	0.73%	16
2019 Q3	$1.46M	Buy	91,834 +5,730	+7%	+$90.1K	0.71%	15
2019 Q2	$1.38M	Buy	86,104 +12,872	+18%	+$204K	0.69%	15
2019 Q1	$1.15M	Buy	+73,232	New	+$1.12M	0.61%	16

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

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 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

BEI

Benjamin Edwards Inc Clayton, Missouri $11B AUM 18.22% 1-Year Est. Return

TCM

TruNorth Capital Management Kalamazoo, Michigan $623M AUM 18.62% 1-Year Est. Return

RWMH

Riverpoint Wealth Management Holdings Chicago, Illinois $544M AUM 20.39% 1-Year Est. Return

Financial Synergies Wealth Advisors's SCHF Position: Q2 2026 in Review

Financial Synergies Wealth Advisors increased its Schwab International Equity ETF (SCHF) stake by 3% in Q2 2026, buying an estimated $21.8K and bringing the position to 27,311 shares worth $757K. The position accounts for 0.06% of the portfolio, ranked #72.

Financial Synergies Wealth Advisors first reported a position in SCHF in Q1 2019 and has held it in 30 quarters since. The position peaked at $1.63M in Q4 2019. 687 funds tracked by Wall St. Rank hold SCHF as of Q2 2026.

Financial Synergies Wealth Advisors held 27,311 shares of Schwab International Equity ETF worth $757K as of Q2 2026.
Financial Synergies Wealth Advisors bought 808 Schwab International Equity ETF shares in Q2 2026, an estimated $21.8K.
Schwab International Equity ETF made up 0.06% of Financial Synergies Wealth Advisors's portfolio in Q2 2026, its #72 holding.
Financial Synergies Wealth Advisors first reported a position in Schwab International Equity ETF in Q1 2019 and has held it in 30 quarters since.
Financial Synergies Wealth Advisors's Schwab International Equity ETF position peaked at $1.63M in Q4 2019.
687 funds tracked by Wall St. Rank held Schwab International Equity ETF as of Q2 2026.

Based on Financial Synergies Wealth Advisors's 13F filing for Q2 2026, filed 17 Jul 2026.