Institute for Wealth Management’s Schwab International Equity ETF SCHF Stock Holding History

Institute for 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	$6.87K	Buy	+248	New	+$6.69K	﹤0.01%	1407
2020 Q1	–	Sell	-1,264	Closed	-$21K	–	626
2019 Q4	$21K	Buy	+1,264	New	+$20.8K	﹤0.01%	563
2018 Q1	–	Sell	-42,972	Closed	-$732K	–	376
2017 Q4	$732K	Buy	+42,972	New	+$731K	0.17%	173
2014 Q1	–	Sell	-4	Closed	–	–	80
2013 Q4	$0	Buy	+4	New	+$62	﹤0.01%	81

Other funds holding SCHF

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Empower Advisory Group Greenwood Village, Colorado $41.9B AUM 18.91% 1-Year Est. Return

Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return

Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return

Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return

MMA

Miracle Mile Advisors Los Angeles, California $8.53B AUM 21.43% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return

SCM

SCS Capital Management Boston, Massachusetts $10.6B AUM 19.73% 1-Year Est. Return

Institute for Wealth Management's SCHF Position: Q2 2026 in Review

Institute for Wealth Management opened a new position in Schwab International Equity ETF (SCHF) in Q2 2026: 248 shares worth $6.87K. The stake represents ﹤0.01% of the portfolio and ranks #1407 among its holdings. This is a return to the name: Institute for Wealth Management previously reported a position in SCHF as recently as Q4 2019.

Institute for Wealth Management first reported a position in SCHF in Q4 2013 and has held it in 4 quarters since. The position peaked at $732K in Q4 2017. 1,671 funds tracked by Wall St. Rank hold SCHF as of Q2 2026.

Institute for Wealth Management held 248 shares of Schwab International Equity ETF worth $6.87K as of Q2 2026.
Schwab International Equity ETF was a new Institute for Wealth Management position in Q2 2026.
Schwab International Equity ETF made up ﹤0.01% of Institute for Wealth Management's portfolio in Q2 2026, its #1407 holding.
Institute for Wealth Management first reported a position in Schwab International Equity ETF in Q4 2013 and has held it in 4 quarters since.
Institute for Wealth Management's Schwab International Equity ETF position peaked at $732K in Q4 2017.
1,671 funds tracked by Wall St. Rank held Schwab International Equity ETF as of Q2 2026.

Based on Institute for Wealth Management's 13F filing for Q2 2026, filed 28 Jul 2026.