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

Heritage Oak 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 		$224K Hold
8,104
– – 0.07% 96
2026
Q1 		$201K Sell
8,104
-562
-6% -$14.3K 0.06% 72
2025
Q4 		$208K Hold
8,666
– – 0.08% 76
2025
Q3 		$202K Buy
+8,666
New +$196K 0.07% 80

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
TCM
TruNorth Capital Management Kalamazoo, Michigan $623M AUM 18.62% 1-Year Est. Return
MTC
Matrix Trust Company Denver, Colorado $690M AUM 19.61% 1-Year Est. Return
FC
Financial Consulate Hunt Valley, Maryland $899M AUM 20.23% 1-Year Est. Return

Heritage Oak Wealth Advisors's SCHF Position: Q2 2026 in Review

Heritage Oak Wealth Advisors held its Schwab International Equity ETF (SCHF) position steady in Q2 2026 at 8,104 shares worth $224K. The position accounts for 0.07% of the portfolio, ranked #96.

Heritage Oak Wealth Advisors first reported a position in SCHF in Q3 2025 and has held it in 4 quarters since. 549 funds tracked by Wall St. Rank hold SCHF as of Q2 2026.

  • Heritage Oak Wealth Advisors held 8,104 shares of Schwab International Equity ETF worth $224K as of Q2 2026.
  • Heritage Oak Wealth Advisors left its Schwab International Equity ETF share count unchanged in Q2 2026.
  • Schwab International Equity ETF made up 0.07% of Heritage Oak Wealth Advisors's portfolio in Q2 2026, its #96 holding.
  • Heritage Oak Wealth Advisors first reported a position in Schwab International Equity ETF in Q3 2025 and has held it in 4 quarters since.
  • 549 funds tracked by Wall St. Rank held Schwab International Equity ETF as of Q2 2026.

Based on Heritage Oak Wealth Advisors's 13F filing for Q2 2026, filed 23 Jul 2026.