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Heritage Family Offices’s Schwab International Equity ETF SCHF Stock Holding History

Heritage Family Offices’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 		– Sell
-9,616
Closed -$238K – 254
2026
Q1 		$238K Sell
9,616
-3,747
-28% -$95.3K 0.11% 170
2025
Q4 		$321K Buy
+13,363
New +$318K 0.15% 133

Other funds holding SCHF

Northwestern Mutual Wealth Management
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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

Heritage Family Offices's SCHF Position: Q2 2026 in Review

Heritage Family Offices sold out of Schwab International Equity ETF (SCHF) in Q2 2026, closing a stake of 9,616 shares — an estimated $238K sold.

Heritage Family Offices first reported a position in SCHF in Q4 2025 and held it in 2 quarters. The position peaked at $321K in Q4 2025. 1,671 funds tracked by Wall St. Rank hold SCHF as of Q2 2026.

  • Heritage Family Offices reported no remaining Schwab International Equity ETF position as of Q2 2026 after selling out during the quarter.
  • Heritage Family Offices sold 9,616 Schwab International Equity ETF shares in Q2 2026, an estimated $238K.
  • Heritage Family Offices first reported a position in Schwab International Equity ETF in Q4 2025 and held it in 2 quarters.
  • Heritage Family Offices's Schwab International Equity ETF position peaked at $321K in Q4 2025.
  • 1,671 funds tracked by Wall St. Rank held Schwab International Equity ETF as of Q2 2026.

Based on Heritage Family Offices's 13F filing for Q2 2026, filed 29 Jul 2026.