Genesis Private Wealth’s Schwab International Equity ETF SCHF Stock Holding History

Genesis Private Wealth’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	$8.53M	Buy	308,046 +15,247	+5%	+$411K	2.4%	10
2026 Q1	$7.25M	Buy	292,799 +710	+0.2%	+$18.1K	2.28%	11
2025 Q4	$7.02M	Buy	292,089 +29,630	+11%	+$704K	2.18%	12
2025 Q3	$6.11M	Buy	262,459 +12,996	+5%	+$294K	2.57%	12
2025 Q2	$5.51M	Buy	249,463 +14,353	+6%	+$299K	2.6%	13
2025 Q1	$4.65M	Buy	235,110 +26,055	+12%	+$511K	2.47%	14
2024 Q4	$3.87M	Buy	+209,055	New	+$4.08M	2.13%	16

Other funds holding SCHF

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

MTC

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

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

KCPG

Kavar Capital Partners Group Leawood, Kansas $812M AUM 29.76% 1-Year Est. Return

Genesis Private Wealth's SCHF Position: Q2 2026 in Review

Genesis Private Wealth increased its Schwab International Equity ETF (SCHF) stake by 5.2% in Q2 2026, buying an estimated $411K and bringing the position to 308,046 shares worth $8.53M. The position accounts for 2.4% of the portfolio, ranked #10.

Genesis Private Wealth first reported a position in SCHF in Q4 2024 and has held it in 7 quarters since. 420 funds tracked by Wall St. Rank hold SCHF as of Q2 2026.

Genesis Private Wealth held 308,046 shares of Schwab International Equity ETF worth $8.53M as of Q2 2026.
Genesis Private Wealth bought 15,247 Schwab International Equity ETF shares in Q2 2026, an estimated $411K.
Schwab International Equity ETF made up 2.4% of Genesis Private Wealth's portfolio in Q2 2026, its #10 holding.
Genesis Private Wealth first reported a position in Schwab International Equity ETF in Q4 2024 and has held it in 7 quarters since.
420 funds tracked by Wall St. Rank held Schwab International Equity ETF as of Q2 2026.

Based on Genesis Private Wealth's 13F filing for Q2 2026, filed 13 Jul 2026.