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

Heartwood 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 		$1.71M Buy
61,734
+6,712
+12% +$181K 0.13% 79
2026
Q1 		$1.36M Sell
55,022
-1,691
-3% -$43K 0.12% 82
2025
Q4 		$1.36M Buy
56,713
+669
+1% +$15.9K 0.13% 69
2025
Q3 		$1.3M Buy
56,044
+3,970
+8% +$89.7K 0.12% 72
2025
Q2 		$1.15M Buy
52,074
+22,084
+74% +$460K 0.12% 72
2025
Q1 		$593K Sell
29,990
-518
-2% -$10.2K 0.07% 95
2024
Q4 		$564K Sell
30,508
-1,250
-4% -$24.4K 0.06% 91
2024
Q3 		$653K Sell
31,758
-308
-1% -$6.09K 0.07% 88
2024
Q2 		$616K Hold
32,066
– – 0.07% 87
2024
Q1 		$626K Sell
32,066
-7,010
-18% -$131K 0.08% 83
2023
Q4 		$722K Buy
39,076
+9,468
+32% +$164K 0.1% 69
2023
Q3 		$503K Sell
29,608
-568
-2% -$10K 0.07% 80
2023
Q2 		$538K Hold
30,176
– – 0.08% 81
2023
Q1 		$525K Hold
30,176
– – 0.08% 80
2022
Q4 		$486K Sell
30,176
-696
-2% -$10.9K 0.08% 81
2022
Q3 		$434K Buy
30,872
+7,396
+32% +$116K 0.08% 75
2022
Q2 		$369K Hold
23,476
– – 0.06% 88
2022
Q1 		$431K Sell
23,476
-1,224
-5% -$22.8K 0.06% 84
2021
Q4 		$480K Hold
24,700
– – 0.07% 65
2021
Q3 		$478K Sell
24,700
-156
-0.6% -$3.1K 0.07% 62
2021
Q2 		$490K Hold
24,856
– – 0.08% 62
2021
Q1 		$468K Sell
24,856
-1,954
-7% -$36.4K 0.08% 58
2020
Q4 		$483K Sell
26,810
-708
-3% -$11.9K 0.08% 54
2020
Q3 		$432K Hold
27,518
– – 0.08% 52
2020
Q2 		$409K Buy
27,518
+6,560
+31% +$92.2K 0.08% 52
2020
Q1 		$271K Buy
20,958
+3,734
+22% +$57.4K 0.07% 55
2019
Q4 		$290K Buy
+17,224
New +$283K 0.06% 68

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
R
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
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
PA
Procyon Advisors Shelton, Connecticut $2.32B AUM 26.81% 1-Year Est. Return
CAI
Capital Advisors Inc Tulsa, Oklahoma $6.8B AUM 26.96% 1-Year Est. Return

Heartwood Wealth Advisors's SCHF Position: Q2 2026 in Review

Heartwood Wealth Advisors increased its Schwab International Equity ETF (SCHF) stake by 12% in Q2 2026, buying an estimated $181K and bringing the position to 61,734 shares worth $1.71M. The position accounts for 0.13% of the portfolio, ranked #79.

Heartwood Wealth Advisors first reported a position in SCHF in Q4 2019 and has held it in 27 quarters since. 497 funds tracked by Wall St. Rank hold SCHF as of Q2 2026.

  • Heartwood Wealth Advisors held 61,734 shares of Schwab International Equity ETF worth $1.71M as of Q2 2026.
  • Heartwood Wealth Advisors bought 6,712 Schwab International Equity ETF shares in Q2 2026, an estimated $181K.
  • Schwab International Equity ETF made up 0.13% of Heartwood Wealth Advisors's portfolio in Q2 2026, its #79 holding.
  • Heartwood Wealth Advisors first reported a position in Schwab International Equity ETF in Q4 2019 and has held it in 27 quarters since.
  • 497 funds tracked by Wall St. Rank held Schwab International Equity ETF as of Q2 2026.

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