GoalVest Advisory’s Schwab International Equity ETF SCHF Stock Holding History

GoalVest Advisory’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 Q3	$11.4K	Buy	+414	New	+$11.5K	﹤0.01%	420
2023 Q2	–	Sell	-1,274	Closed	-$22.2K	–	402
2023 Q1	$22.2K	Buy	+1,274	New	+$21.8K	0.01%	157
2022 Q4	–	Sell	-540	Closed	-$8K	–	261
2022 Q3	$8K	Buy	+540	New	+$8.48K	0.01%	199
2022 Q2	–	Sell	-566	Closed	-$9.64K	–	503
2022 Q1	$10K	Buy	+566	New	+$10.5K	0.01%	244

Other funds holding SCHF

FFA

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

MTC

Matrix Trust Company Denver, Colorado $688M AUM 12.13% 1-Year Est. Return

Persium Advisors Atlanta, Georgia $191M AUM 23.01% 1-Year Est. Return

AWE

Avidian Wealth Enterprises Houston, Texas $3.59B AUM 17.8% 1-Year Est. Return

BCM

Boltwood Capital Management Walnut Creek, California $443M AUM 17.72% 1-Year Est. Return

BSB

Bangor Savings Bank Bangor, Maine $1.31B AUM 12.25% 1-Year Est. Return

WPC

Wedmont Private Capital West Chester, Pennsylvania $4.18B AUM 18.65% 1-Year Est. Return

Riversedge Advisors Wilmington, Delaware $813M AUM 18.09% 1-Year Est. Return

MHR

Matthew Hamilton Rosenberg $558M AUM 12.28% 1-Year Est. Return

ZRP

Zynergy Retirement Planning Red Bank, New Jersey $187M AUM 7.78% 1-Year Est. Return

GoalVest Advisory's SCHF Position: Q3 2026 in Review

GoalVest Advisory opened a new position in Schwab International Equity ETF (SCHF) in Q3 2026: 414 shares worth $11.4K. The stake represents ﹤0.01% of the portfolio and ranks #420 among its holdings. This is a return to the name: GoalVest Advisory previously reported a position in SCHF as recently as Q1 2023.

GoalVest Advisory first reported a position in SCHF in Q1 2022 and has held it in 4 quarters since. The position peaked at $22.2K in Q1 2023. 84 funds tracked by Wall St. Rank hold SCHF as of Q3 2026.

GoalVest Advisory held 414 shares of Schwab International Equity ETF worth $11.4K as of Q3 2026.
Schwab International Equity ETF was a new GoalVest Advisory position in Q3 2026.
Schwab International Equity ETF made up ﹤0.01% of GoalVest Advisory's portfolio in Q3 2026, its #420 holding.
GoalVest Advisory first reported a position in Schwab International Equity ETF in Q1 2022 and has held it in 4 quarters since.
GoalVest Advisory's Schwab International Equity ETF position peaked at $22.2K in Q1 2023.
84 funds tracked by Wall St. Rank held Schwab International Equity ETF as of Q3 2026.

Based on GoalVest Advisory's 13F filing for Q3 2026, filed 2 Oct 2026.