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Heritage Wealth Management (California)’s Schwab International Equity ETF SCHF Stock Holding History

Heritage Wealth Management (California)’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
2025
Q4 		– Sell
-20,188
Closed -$470K – 97
2025
Q3 		$470K Buy
20,188
+979
+5% +$22.1K 0.31% 59
2025
Q2 		$425K Buy
+19,209
New +$400K 0.28% 55

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Wealthfront Advisers
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Creative Planning
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Corient Private Wealth
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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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
MMA
Miracle Mile Advisors Los Angeles, California $8.53B AUM 21.43% 1-Year Est. Return

Heritage Wealth Management (California)'s SCHF Position: Q4 2025 in Review

Heritage Wealth Management (California) sold out of Schwab International Equity ETF (SCHF) in Q4 2025, closing a stake of 20,188 shares — an estimated $470K sold.

Heritage Wealth Management (California) first reported a position in SCHF in Q2 2025 and held it in 2 quarters. The position peaked at $470K in Q3 2025. 1,541 funds tracked by Wall St. Rank hold SCHF as of Q4 2025.

  • Heritage Wealth Management (California) reported no remaining Schwab International Equity ETF position as of Q4 2025 after selling out during the quarter.
  • Heritage Wealth Management (California) sold 20,188 Schwab International Equity ETF shares in Q4 2025, an estimated $470K.
  • Heritage Wealth Management (California) first reported a position in Schwab International Equity ETF in Q2 2025 and held it in 2 quarters.
  • Heritage Wealth Management (California)'s Schwab International Equity ETF position peaked at $470K in Q3 2025.
  • 1,541 funds tracked by Wall St. Rank held Schwab International Equity ETF as of Q4 2025.

Based on Heritage Wealth Management (California)'s 13F filing for Q4 2025, filed 4 Feb 2026.