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 Q3	$6.51M	Hold	236,889	–	–	0.85%	27
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 Milwaukee, Wisconsin $192B AUM 13.66% 1-Year Est. Return

Empower Advisory Group Greenwood Village, Colorado $42.4B AUM 11.51% 1-Year Est. Return

Wealthfront Advisers Palo Alto, California $52.7B AUM 16.5% 1-Year Est. Return

Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $106B AUM 21.33% 1-Year Est. Return

Miracle Mile Advisors Los Angeles, California $8.91B AUM 15.32% 1-Year Est. Return

SCS Capital Management Boston, Massachusetts $11.2B AUM 12.39% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $273B AUM 15.34% 1-Year Est. Return

Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return

Jane Street New York $1.19T AUM 51.51% 1-Year Est. Return

Heirloom Wealth Management's SCHF Position: Q3 2026 in Review

Heirloom Wealth Management held its Schwab International Equity ETF (SCHF) position steady in Q3 2026 at 236,889 shares worth $6.51M. The position accounts for 0.85% of the portfolio, ranked #27.

Heirloom Wealth Management first reported a position in SCHF in Q4 2022 and has held it in 4 quarters since. The position peaked at $6.73M in Q1 2026. 1,550 funds tracked by Wall St. Rank hold SCHF as of Q3 2026.

Heirloom Wealth Management held 236,889 shares of Schwab International Equity ETF worth $6.51M as of Q3 2026.
Heirloom Wealth Management left its Schwab International Equity ETF share count unchanged in Q3 2026.
Schwab International Equity ETF made up 0.85% of Heirloom Wealth Management's portfolio in Q3 2026, its #27 holding.
Heirloom Wealth Management first reported a position in Schwab International Equity ETF in Q4 2022 and has held it in 4 quarters since.
Heirloom Wealth Management's Schwab International Equity ETF position peaked at $6.73M in Q1 2026.
1,550 funds tracked by Wall St. Rank held Schwab International Equity ETF as of Q3 2026.

Based on Heirloom Wealth Management's 13F filing for Q3 2026, filed 14 Oct 2026.