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Independent Financial Group’s Schwab International Equity ETF SCHF Stock Holding History

Independent Financial Group’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 		$1.5M Buy
54,327
+4,116
+8% +$111K 0.03% 545
2026
Q1 		$1.24M Sell
50,211
-1,512
-3% -$38.5K 0.03% 544
2025
Q4 		$1.24M Sell
51,723
-5,106
-9% -$121K 0.03% 544
2025
Q3 		$1.32M Buy
56,829
+2,335
+4% +$52.7K 0.03% 521
2025
Q2 		$1.2M Buy
54,494
+427
+0.8% +$8.89K 0.03% 486
2025
Q1 		$1.07M Buy
54,067
+1,676
+3% +$32.9K 0.04% 462
2024
Q4 		$969K Buy
52,391
+1,495
+3% +$29.2K 0.03% 487
2024
Q3 		$1.05M Buy
50,896
+9,384
+23% +$186K 0.04% 434
2024
Q2 		$798K Buy
41,512
+17,532
+73% +$339K 0.03% 465
2024
Q1 		$468K Sell
23,980
-2
-0% -$37 0.02% 605
2023
Q4 		$443K Sell
23,982
-406
-2% -$7.04K 0.02% 590
2023
Q3 		$414K Buy
24,388
+810
+3% +$14.3K 0.03% 554
2023
Q2 		$420K Buy
23,578
+96
+0.4% +$1.71K 0.03% 530
2023
Q1 		$409K Buy
23,482
+2
+0% +$34 0.03% 506
2022
Q4 		$378K Sell
23,480
-606
-3% -$9.46K 0.03% 501
2022
Q3 		$339K Buy
24,086
+7,746
+47% +$122K 0.03% 507
2022
Q2 		$257K Buy
16,340
+116
+0.7% +$1.98K 0.03% 553
2022
Q1 		$298K Sell
16,224
-2,930
-15% -$54.5K 0.02% 599
2021
Q4 		$372K Buy
19,154
+234
+1% +$4.59K 0.03% 515
2021
Q3 		$366K Hold
18,920
– – 0.04% 460
2021
Q2 		$373K Hold
18,920
– – 0.04% 462
2021
Q1 		$356K Buy
18,920
+636
+3% +$11.9K 0.05% 421
2020
Q4 		$329K Hold
18,284
– – 0.05% 405
2020
Q3 		$287K Hold
18,284
– – 0.05% 358
2020
Q2 		$272K Buy
+18,284
New +$257K 0.06% 333

Other funds holding SCHF

Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
Empower Advisory Group
Empower Advisory Group Greenwood Village, Colorado $41.9B AUM 18.91% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return
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

Independent Financial Group's SCHF Position: Q2 2026 in Review

Independent Financial Group increased its Schwab International Equity ETF (SCHF) stake by 8.2% in Q2 2026, buying an estimated $111K and bringing the position to 54,327 shares worth $1.5M. The position accounts for 0.03% of the portfolio, ranked #545.

Independent Financial Group first reported a position in SCHF in Q2 2020 and has held it in 25 quarters since. 1,659 funds tracked by Wall St. Rank hold SCHF as of Q2 2026.

  • Independent Financial Group held 54,327 shares of Schwab International Equity ETF worth $1.5M as of Q2 2026.
  • Independent Financial Group bought 4,116 Schwab International Equity ETF shares in Q2 2026, an estimated $111K.
  • Schwab International Equity ETF made up 0.03% of Independent Financial Group's portfolio in Q2 2026, its #545 holding.
  • Independent Financial Group first reported a position in Schwab International Equity ETF in Q2 2020 and has held it in 25 quarters since.
  • 1,659 funds tracked by Wall St. Rank held Schwab International Equity ETF as of Q2 2026.

Based on Independent Financial Group's 13F filing for Q2 2026, filed 15 Jul 2026.