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Heirloom Wealth Management’s Schwab International Equity ETF SCHF Stock Holding History

Heirloom Wealth 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 		$6.56M Sell
236,889
-34,933
-13% -$942K 0.95% 26
2026
Q1 		$6.73M Buy
+271,822
New +$6.91M 1.21% 25
2023
Q1 		– Sell
-20,084
Closed -$323K – 52
2022
Q4 		$323K Buy
+20,084
New +$314K 0.2% 42

Other funds holding SCHF

Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
Empower Advisory Group
Empower Advisory Group Greenwood Village, Colorado $41.9B AUM 18.91% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return
MMA
Miracle Mile Advisors Los Angeles, California $8.53B AUM 21.43% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return
SCM
SCS Capital Management Boston, Massachusetts $10.6B AUM 19.73% 1-Year Est. Return

Heirloom Wealth Management's SCHF Position: Q2 2026 in Review

Heirloom Wealth Management reduced its Schwab International Equity ETF (SCHF) stake by 13% in Q2 2026, selling an estimated $942K and leaving 236,889 shares worth $6.56M. The position accounts for 0.95% of the portfolio, ranked #26.

Heirloom Wealth Management first reported a position in SCHF in Q4 2022 and has held it in 3 quarters since. The position peaked at $6.73M in Q1 2026. 1,668 funds tracked by Wall St. Rank hold SCHF as of Q2 2026.

  • Heirloom Wealth Management held 236,889 shares of Schwab International Equity ETF worth $6.56M as of Q2 2026.
  • Heirloom Wealth Management sold 34,933 Schwab International Equity ETF shares in Q2 2026, an estimated $942K.
  • Schwab International Equity ETF made up 0.95% of Heirloom Wealth Management's portfolio in Q2 2026, its #26 holding.
  • Heirloom Wealth Management first reported a position in Schwab International Equity ETF in Q4 2022 and has held it in 3 quarters since.
  • Heirloom Wealth Management's Schwab International Equity ETF position peaked at $6.73M in Q1 2026.
  • 1,668 funds tracked by Wall St. Rank held Schwab International Equity ETF as of Q2 2026.

Based on Heirloom Wealth Management's 13F filing for Q2 2026, filed 3 Aug 2026.