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

Heritage 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 Q1	$3.05K	Hold	123	–	–	﹤0.01%	599
2025 Q4	$2.96K	Buy	123 +3	+3%	+$71	﹤0.01%	529
2025 Q3	$2.79K	Hold	120	–	–	﹤0.01%	507
2025 Q2	$2.64K	Buy	120 +1	+0.8%	+$21	﹤0.01%	501
2025 Q1	$2.35K	Hold	119	–	–	﹤0.01%	501
2024 Q4	$2.2K	Buy	119 +3	+3%	+$59	﹤0.01%	551
2024 Q3	$2.4K	Buy	+116	New	+$2.29K	﹤0.01%	541
2022 Q4	–	Sell	-144	Closed	-$2.02K	–	576
2022 Q3	$2.02K	Hold	144	–	–	﹤0.01%	481
2022 Q2	$2K	Hold	144	–	–	﹤0.01%	526
2022 Q1	$3K	Hold	144	–	–	﹤0.01%	492
2021 Q4	$3K	Hold	144	–	–	﹤0.01%	505
2021 Q3	$2.79K	Hold	144	–	–	﹤0.01%	496
2021 Q2	$2.84K	Sell	144 -360	-71%	-$7.12K	﹤0.01%	500
2021 Q1	$9.48K	Sell	504 -1,238	-71%	-$23.1K	﹤0.01%	466
2020 Q4	$31K	Hold	1,742	–	–	﹤0.01%	368
2020 Q3	$27.3K	Hold	1,742	–	–	﹤0.01%	325
2020 Q2	$25.9K	Sell	1,742 -744	-30%	-$10.5K	﹤0.01%	309
2020 Q1	$32.1K	Sell	2,486 -200	-7%	-$3.08K	0.01%	277
2019 Q4	$45.2K	Sell	2,686 -944	-26%	-$15.5K	0.01%	311
2019 Q3	$57K	Sell	3,630 -5,488	-60%	-$86.3K	0.01%	262
2019 Q2	$146K	Buy	+9,118	New	+$144K	0.02%	164
2019 Q1	–	Sell	-232	Closed	-$3K	–	460
2018 Q4	$3K	Hold	232	–	–	﹤0.01%	350
2018 Q3	$3K	Buy	+232	New	+$3.86K	﹤0.01%	346

Other funds holding SCHF

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Empower Advisory Group Greenwood Village, Colorado $38.5B AUM 18.4% 1-Year Est. Return

Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return

Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

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 Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return

Heritage Wealth Advisors's SCHF Position: Q1 2026 in Review

Heritage Wealth Advisors held its Schwab International Equity ETF (SCHF) position steady in Q1 2026 at 123 shares worth $3.05K. The position accounts for ﹤0.01% of the portfolio, ranked #599.

Heritage Wealth Advisors first reported a position in SCHF in Q3 2018 and has held it in 23 quarters since. The position peaked at $146K in Q2 2019. 1,590 funds tracked by Wall St. Rank hold SCHF as of Q1 2026.

Heritage Wealth Advisors held 123 shares of Schwab International Equity ETF worth $3.05K as of Q1 2026.
Heritage Wealth Advisors left its Schwab International Equity ETF share count unchanged in Q1 2026.
Schwab International Equity ETF made up ﹤0.01% of Heritage Wealth Advisors's portfolio in Q1 2026, its #599 holding.
Heritage Wealth Advisors first reported a position in Schwab International Equity ETF in Q3 2018 and has held it in 23 quarters since.
Heritage Wealth Advisors's Schwab International Equity ETF position peaked at $146K in Q2 2019.
1,590 funds tracked by Wall St. Rank held Schwab International Equity ETF as of Q1 2026.

Based on Heritage Wealth Advisors's 13F filing for Q1 2026, filed 14 May 2026.