Forum Financial Management’s Schwab International Equity ETF SCHF Stock Holding History

Forum Financial 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	$1.15M	Sell	41,570 -155	-0.4%	-$4.18K	0.01%	124
2026 Q1	$1.03M	Sell	41,725 -2,249	-5%	-$57.2K	0.01%	120
2025 Q4	$1.06M	Buy	43,974 +3,012	+7%	+$71.6K	0.01%	239
2025 Q3	$954K	Buy	40,962 +2,936	+8%	+$66.3K	0.01%	250
2025 Q2	$840K	Sell	38,026 -4,023	-10%	-$83.8K	0.01%	249
2025 Q1	$832K	Buy	42,049 +3,057	+8%	+$60K	0.01%	236
2024 Q4	$721K	Buy	38,992 +1,558	+4%	+$30.4K	0.01%	269
2024 Q3	$770K	Buy	37,434 +5,736	+18%	+$113K	0.01%	229
2024 Q2	$609K	Sell	31,698 -805,874	-96%	-$15.6M	0.01%	254
2024 Q1	$16.3M	Buy	837,572 +807,306	+2,667%	+$15.1M	0.28%	26
2023 Q4	$559K	Sell	30,266 -78	-0.3%	-$1.35K	0.01%	264
2023 Q3	$515K	Sell	30,344 -850	-3%	-$15K	0.01%	278
2023 Q2	$556K	Buy	+31,194	New	+$554K	0.01%	273

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

TCM

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

MTC

Matrix Trust Company Denver, Colorado $690M AUM 19.61% 1-Year Est. Return

Financial Consulate Hunt Valley, Maryland $899M AUM 20.23% 1-Year Est. Return

Forum Financial Management's SCHF Position: Q2 2026 in Review

Forum Financial Management reduced its Schwab International Equity ETF (SCHF) stake by 0.37% in Q2 2026, selling an estimated $4.18K and leaving 41,570 shares worth $1.15M. The position accounts for 0.01% of the portfolio, ranked #124.

Forum Financial Management first reported a position in SCHF in Q2 2023 and has held it in 13 quarters since. The position peaked at $16.3M in Q1 2024. 577 funds tracked by Wall St. Rank hold SCHF as of Q2 2026.

Forum Financial Management held 41,570 shares of Schwab International Equity ETF worth $1.15M as of Q2 2026.
Forum Financial Management sold 155 Schwab International Equity ETF shares in Q2 2026, an estimated $4.18K.
Schwab International Equity ETF made up 0.01% of Forum Financial Management's portfolio in Q2 2026, its #124 holding.
Forum Financial Management first reported a position in Schwab International Equity ETF in Q2 2023 and has held it in 13 quarters since.
Forum Financial Management's Schwab International Equity ETF position peaked at $16.3M in Q1 2024.
577 funds tracked by Wall St. Rank held Schwab International Equity ETF as of Q2 2026.

Based on Forum Financial Management's 13F filing for Q2 2026, filed 23 Jul 2026.