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Independent Solutions Wealth Management’s Schwab International Equity ETF SCHF Stock Holding History

Independent Solutions Wealth Management’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 		$5.23M Sell
188,987
-6,537
-3% -$176K 0.68% 36
2026
Q1 		$4.84M Sell
195,524
-4,641
-2% -$118K 0.71% 35
2025
Q4 		$4.81M Sell
200,165
-6,250
-3% -$149K 0.88% 34
2025
Q3 		$4.81M Sell
206,415
-169
-0.1% -$3.82K 0.85% 34
2025
Q2 		$4.57M Buy
206,584
+6,427
+3% +$134K 0.89% 32
2025
Q1 		$3.96M Buy
200,157
+11,983
+6% +$235K 0.89% 30
2024
Q4 		$3.48M Sell
188,174
-13,124
-7% -$256K 0.76% 38
2024
Q3 		$4.14M Sell
201,298
-1,646
-0.8% -$32.5K 0.94% 29
2024
Q2 		$3.9M Sell
202,944
-108
-0.1% -$2.09K 0.89% 29
2024
Q1 		$3.96M Buy
203,052
+7,062
+4% +$132K 0.94% 29
2023
Q4 		$3.62M Sell
195,990
-1,898
-1% -$32.9K 0.93% 28
2023
Q3 		$3.36M Buy
197,888
+22,696
+13% +$401K 0.87% 27
2023
Q2 		$3.12M Buy
175,192
+14,120
+9% +$251K 0.79% 29
2023
Q1 		$2.8M Sell
161,072
-364
-0.2% -$6.23K 0.83% 29
2022
Q4 		$2.6M Sell
161,436
-3,470
-2% -$54.2K 0.79% 35
2022
Q3 		$2.32M Buy
164,906
+8,776
+6% +$138K 0.76% 32
2022
Q2 		$2.46M Buy
156,130
+34,436
+28% +$586K 0.77% 29
2022
Q1 		$2.23M Sell
121,694
-2,682
-2% -$49.9K 0.53% 45
2021
Q4 		$2.42M Buy
124,376
+4,652
+4% +$91.3K 0.57% 43
2021
Q3 		$2.32M Buy
119,724
+1,262
+1% +$25.1K 0.57% 46
2021
Q2 		$2.34M Buy
118,462
+14,860
+14% +$294K 0.57% 46
2021
Q1 		$1.95M Sell
103,602
-488
-0.5% -$9.1K 0.54% 45
2020
Q4 		$1.87M Sell
104,090
-16,066
-13% -$271K 0.59% 44
2020
Q3 		$1.89M Sell
120,156
-26,196
-18% -$411K 0.72% 36
2020
Q2 		$2.18M Sell
146,352
-14,572
-9% -$205K 0.93% 28
2020
Q1 		$2.08M Sell
160,924
-2,578
-2% -$39.6K 1.15% 23
2019
Q4 		$2.75M Buy
+163,502
New +$2.69M 1.22% 19

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 Solutions Wealth Management's SCHF Position: Q2 2026 in Review

Independent Solutions Wealth Management reduced its Schwab International Equity ETF (SCHF) stake by 3.3% in Q2 2026, selling an estimated $176K and leaving 188,987 shares worth $5.23M. The position accounts for 0.68% of the portfolio, ranked #36.

Independent Solutions Wealth Management first reported a position in SCHF in Q4 2019 and has held it in 27 quarters since. 1,662 funds tracked by Wall St. Rank hold SCHF as of Q2 2026.

  • Independent Solutions Wealth Management held 188,987 shares of Schwab International Equity ETF worth $5.23M as of Q2 2026.
  • Independent Solutions Wealth Management sold 6,537 Schwab International Equity ETF shares in Q2 2026, an estimated $176K.
  • Schwab International Equity ETF made up 0.68% of Independent Solutions Wealth Management's portfolio in Q2 2026, its #36 holding.
  • Independent Solutions Wealth Management first reported a position in Schwab International Equity ETF in Q4 2019 and has held it in 27 quarters since.
  • 1,662 funds tracked by Wall St. Rank held Schwab International Equity ETF as of Q2 2026.

Based on Independent Solutions Wealth Management's 13F filing for Q2 2026, filed 29 Jul 2026.