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

Heritage Wealth Management (Ohio)’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 		$537K Buy
+19,400
New +$523K 0.13% 156
2026
Q1 		– Sell
-10,791
Closed -$259K – 234
2025
Q4 		$259K Buy
10,791
+2,050
+23% +$48.7K 0.07% 222
2025
Q3 		$203K Buy
+8,741
New +$197K 0.06% 241

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Wealthfront Advisers
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Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return
Corient Private Wealth
Corient Private Wealth Miami, Florida $77.5B AUM 27.94% 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

Heritage Wealth Management (Ohio)'s SCHF Position: Q2 2026 in Review

Heritage Wealth Management (Ohio) opened a new position in Schwab International Equity ETF (SCHF) in Q2 2026: 19,400 shares worth $537K. The stake represents 0.13% of the portfolio and ranks #156 among its holdings. This is a return to the name: Heritage Wealth Management (Ohio) previously reported a position in SCHF as recently as Q4 2025.

Heritage Wealth Management (Ohio) first reported a position in SCHF in Q3 2025 and has held it in 3 quarters since. 1,662 funds tracked by Wall St. Rank hold SCHF as of Q2 2026.

  • Heritage Wealth Management (Ohio) held 19,400 shares of Schwab International Equity ETF worth $537K as of Q2 2026.
  • Schwab International Equity ETF was a new Heritage Wealth Management (Ohio) position in Q2 2026.
  • Schwab International Equity ETF made up 0.13% of Heritage Wealth Management (Ohio)'s portfolio in Q2 2026, its #156 holding.
  • Heritage Wealth Management (Ohio) first reported a position in Schwab International Equity ETF in Q3 2025 and has held it in 3 quarters since.
  • 1,662 funds tracked by Wall St. Rank held Schwab International Equity ETF as of Q2 2026.

Based on Heritage Wealth Management (Ohio)'s 13F filing for Q2 2026, filed 28 Jul 2026.