Holistic Financial Partners’s Schwab International Equity ETF SCHF Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $9.48M | Sell |
342,413
-215,679
| -39% | -$5.81M | 5.8% | 3 |
|
|
2026
Q1 | $13.8M | Buy |
558,092
+4,681
| +0.8% | +$119K | 5.13% | 2 |
|
|
2025
Q4 | $13.3M | Buy |
553,411
+20,785
| +4% | +$494K | 4.82% | 2 |
|
|
2025
Q3 | $12.4M | Sell |
532,626
-278
| -0.1% | -$6.28K | 5.08% | 2 |
|
|
2025
Q2 | $11.8M | Sell |
532,904
-929
| -0.2% | -$19.3K | 5.15% | 2 |
|
|
2025
Q1 | $10.6M | Sell |
533,833
-4,391
| -0.8% | -$86.1K | 5.09% | 2 |
|
|
2024
Q4 | $9.96M | Buy |
538,224
+19,958
| +4% | +$390K | 4.94% | 3 |
|
|
2024
Q3 | $10.7M | Buy |
518,266
+11,402
| +2% | +$225K | 5.13% | 2 |
|
|
2024
Q2 | $9.74M | Sell |
506,864
-40,594
| -7% | -$786K | 4.89% | 2 |
|
|
2024
Q1 | $10.7M | Sell |
547,458
-8,154
| -1% | -$152K | 5.43% | 2 |
|
|
2023
Q4 | $10.3M | Sell |
555,612
-15,868
| -3% | -$275K | 6.18% | 2 |
|
|
2023
Q3 | $9.7M | Sell |
571,480
-90,286
| -14% | -$1.59M | 6.44% | 2 |
|
|
2023
Q2 | $11.8M | Buy |
661,766
+15,756
| +2% | +$280K | 8.2% | 2 |
|
|
2023
Q1 | $11.2M | Buy |
646,010
+36,968
| +6% | +$633K | 8.8% | 2 |
|
|
2022
Q4 | $9.81M | Buy |
609,042
+3,000
| +0.5% | +$46.8K | 8.78% | 3 |
|
|
2022
Q3 | $8.52M | Sell |
606,042
-1,020
| -0.2% | -$16K | 8.44% | 3 |
|
|
2022
Q2 | $9.55M | Sell |
607,062
-12,760
| -2% | -$217K | 9.01% | 3 |
|
|
2022
Q1 | $11.4M | Sell |
619,822
-56,944
| -8% | -$1.06M | 7.23% | 4 |
|
|
2021
Q4 | $13.2M | Buy |
676,766
+12,538
| +2% | +$246K | 7.63% | 3 |
|
|
2021
Q3 | $12.9M | Buy |
664,228
+29,652
| +5% | +$590K | 7.92% | 3 |
|
|
2021
Q2 | $12.5M | Buy |
634,576
+15,454
| +2% | +$305K | 7.47% | 3 |
|
|
2021
Q1 | $11.6M | Sell |
619,122
-7,346
| -1% | -$137K | 7.68% | 3 |
|
|
2020
Q4 | $11.3M | Buy |
626,468
+6,498
| +1% | +$110K | 7.78% | 3 |
|
|
2020
Q3 | $9.72M | Buy |
619,970
+7,022
| +1% | +$110K | 7.8% | 4 |
|
|
2020
Q2 | $9.12M | Sell |
612,948
-126,474
| -17% | -$1.78M | 7.87% | 4 |
|
|
2020
Q1 | $9.55M | Sell |
739,422
-37,390
| -5% | -$575K | 9.91% | 4 |
|
|
2019
Q4 | $13.1M | Buy |
776,812
+38,010
| +5% | +$626K | 7.81% | 3 |
|
|
2019
Q3 | $11.8M | Buy |
738,802
+223,770
| +43% | +$3.52M | 10.44% | 2 |
|
|
2019
Q2 | $8.26M | Buy |
515,032
+29,080
| +6% | +$460K | 8.24% | 4 |
|
|
2019
Q1 | $7.61M | Buy |
485,952
+64,006
| +15% | +$976K | 3.2% | 8 |
|
|
2018
Q4 | $5.98M | Buy |
421,946
+50,792
| +14% | +$777K | 6.23% | 6 |
|
|
2018
Q3 | $6.22M | Buy |
371,154
+93,654
| +34% | +$1.56M | 5.81% | 7 |
|
|
2018
Q2 | $4.59M | Buy |
277,500
+48,334
| +21% | +$821K | 5.25% | 8 |
|
|
2018
Q1 | $3.86M | Buy |
229,166
+67,346
| +42% | +$1.16M | 3.22% | 9 |
|
|
2017
Q4 | $2.76M | Buy |
+161,820
| New | +$2.75M | 2.27% | 12 |
|
Other funds holding SCHF
MMA
SCM
Holistic Financial Partners's SCHF Position: Q2 2026 in Review
Holistic Financial Partners reduced its Schwab International Equity ETF (SCHF) stake by 39% in Q2 2026, selling an estimated $5.81M and leaving 342,413 shares worth $9.48M. The position accounts for 5.8% of the portfolio, ranked #3.
Holistic Financial Partners first reported a position in SCHF in Q4 2017 and has held it in 35 quarters since. The position peaked at $13.8M in Q1 2026. 1,667 funds tracked by Wall St. Rank hold SCHF as of Q2 2026.
- Holistic Financial Partners held 342,413 shares of Schwab International Equity ETF worth $9.48M as of Q2 2026.
- Holistic Financial Partners sold 215,679 Schwab International Equity ETF shares in Q2 2026, an estimated $5.81M.
- Schwab International Equity ETF made up 5.8% of Holistic Financial Partners's portfolio in Q2 2026, its #3 holding.
- Holistic Financial Partners first reported a position in Schwab International Equity ETF in Q4 2017 and has held it in 35 quarters since.
- Holistic Financial Partners's Schwab International Equity ETF position peaked at $13.8M in Q1 2026.
- 1,667 funds tracked by Wall St. Rank held Schwab International Equity ETF as of Q2 2026.
Based on Holistic Financial Partners's 13F filing for Q2 2026, filed 23 Jul 2026.