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PENSION & WEALTH MANAGEMENT ADVISORS, INC.’s Schwab International Equity ETF SCHF Stock Holding History

PENSION & WEALTH MANAGEMENT ADVISORS, INC.’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 		$100K Buy
3,619
+1,035
+40% +$27.9K 0.03% 254
2026
Q1 		$64K Hold
2,584
– – 0.02% 274
2025
Q4 		$62.1K Buy
+2,584
New +$61.4K 0.02% 281
2023
Q2 		– Sell
-154
Closed -$2.68K – 314
2023
Q1 		$2.68K Buy
+154
New +$2.64K ﹤0.01% 270

Other funds holding SCHF

Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return
MMA
Miracle Mile Advisors Los Angeles, California $8.53B AUM 21.43% 1-Year Est. Return
SCM
SCS Capital Management Boston, Massachusetts $10.6B AUM 19.73% 1-Year Est. Return
OWM
Orgel Wealth Management Altoona, Wisconsin $5.27B AUM 16.18% 1-Year Est. Return
ML
McAdam LLC Philadelphia, Pennsylvania $2.59B AUM 21.24% 1-Year Est. Return
APP
Avantax Planning Partners Dubuque, Iowa $4.02B AUM 20% 1-Year Est. Return
R
Rebalance Palo Alto, California $1.91B AUM 16.23% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
SCM
Steele Capital Management Dubuque, Iowa $2.72B AUM 21.58% 1-Year Est. Return

PENSION & WEALTH MANAGEMENT ADVISORS, INC.'s SCHF Position: Q2 2026 in Review

PENSION & WEALTH MANAGEMENT ADVISORS, INC. increased its Schwab International Equity ETF (SCHF) stake by 40% in Q2 2026, buying an estimated $27.9K and bringing the position to 3,619 shares worth $100K. The position accounts for 0.03% of the portfolio, ranked #254.

PENSION & WEALTH MANAGEMENT ADVISORS, INC. first reported a position in SCHF in Q1 2023 and has held it in 4 quarters since. 1,190 funds tracked by Wall St. Rank hold SCHF as of Q2 2026.

  • PENSION & WEALTH MANAGEMENT ADVISORS, INC. held 3,619 shares of Schwab International Equity ETF worth $100K as of Q2 2026.
  • PENSION & WEALTH MANAGEMENT ADVISORS, INC. bought 1,035 Schwab International Equity ETF shares in Q2 2026, an estimated $27.9K.
  • Schwab International Equity ETF made up 0.03% of PENSION & WEALTH MANAGEMENT ADVISORS, INC.'s portfolio in Q2 2026, its #254 holding.
  • PENSION & WEALTH MANAGEMENT ADVISORS, INC. first reported a position in Schwab International Equity ETF in Q1 2023 and has held it in 4 quarters since.
  • 1,190 funds tracked by Wall St. Rank held Schwab International Equity ETF as of Q2 2026.

Based on PENSION & WEALTH MANAGEMENT ADVISORS, INC.'s 13F filing for Q2 2026, filed 7 Aug 2026.