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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
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
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Empower Advisory Group
Empower Advisory Group Greenwood Village, Colorado $38.5B AUM 18.4% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
Corient Private Wealth
Corient Private Wealth Miami, Florida $69.9B AUM 22.19% 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 $82.4B AUM 19.69% 1-Year Est. Return

Heirloom Wealth Management's SCHF Position: Q1 2026 in Review

Heirloom Wealth Management opened a new position in Schwab International Equity ETF (SCHF) in Q1 2026: 271,822 shares worth $6.73M. The stake represents 1.21% of the portfolio and ranks #25 among its holdings. This is a return to the name: Heirloom Wealth Management previously reported a position in SCHF as recently as Q4 2022.

Heirloom Wealth Management first reported a position in SCHF in Q4 2022 and has held it in 2 quarters since. 1,590 funds tracked by Wall St. Rank hold SCHF as of Q1 2026.

  • Heirloom Wealth Management held 271,822 shares of Schwab International Equity ETF worth $6.73M as of Q1 2026.
  • Schwab International Equity ETF was a new Heirloom Wealth Management position in Q1 2026.
  • Schwab International Equity ETF made up 1.21% of Heirloom Wealth Management's portfolio in Q1 2026, its #25 holding.
  • Heirloom Wealth Management first reported a position in Schwab International Equity ETF in Q4 2022 and has held it in 2 quarters since.
  • 1,590 funds tracked by Wall St. Rank held Schwab International Equity ETF as of Q1 2026.

Based on Heirloom Wealth Management's 13F filing for Q1 2026, filed 15 Apr 2026.