Intergy Private Wealth
SCHF icon

Intergy Private Wealth’s Schwab International Equity ETF SCHF Stock Holding History

Intergy Private Wealth’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
Q3 		$19.3M Buy
701,912
+28,016
+4% +$779K 4.33% 6
2026
Q2 		$18.7M Buy
673,896
+29,734
+5% +$802K 4.31% 6
2026
Q1 		$15.9M Sell
644,162
-3,369
-0.5% -$85.7K 4.68% 4
2025
Q4 		$15.6M Buy
647,531
+6,611
+1% +$157K 4.7% 4
2025
Q3 		$14.9M Buy
640,920
+27,218
+4% +$615K 4.67% 4
2025
Q2 		$13.6M Buy
613,702
+25,494
+4% +$531K 4.63% 4
2025
Q1 		$11.6M Buy
588,208
+22,226
+4% +$436K 4.42% 4
2024
Q4 		$10.5M Buy
565,982
+35,576
+7% +$695K 3.91% 4
2024
Q3 		$10.9M Buy
530,406
+20,382
+4% +$403K 4.15% 4
2024
Q2 		$9.8M Buy
510,024
+10,052
+2% +$195K 4.04% 4
2024
Q1 		$9.8M Buy
499,972
+14,790
+3% +$277K 4.01% 4
2023
Q4 		$8.97M Buy
485,182
+21,838
+5% +$379K 3.88% 5
2023
Q3 		$7.87M Buy
463,344
+3,504
+0.8% +$61.9K 3.94% 5
2023
Q2 		$8.2M Buy
459,840
+19,542
+4% +$347K 4.01% 5
2023
Q1 		$7.66M Buy
440,298
+15,946
+4% +$273K 4.29% 5
2022
Q4 		$6.83M Buy
424,352
+39,700
+10% +$620K 4.27% 5
2022
Q3 		$5.41M Buy
384,652
+59,878
+18% +$940K 3.84% 5
2022
Q2 		$5.11M Buy
324,774
+24,094
+8% +$410K 4.03% 5
2022
Q1 		$5.52M Sell
300,680
-22,222
-7% -$413K 3.85% 7
2021
Q4 		$6.28M Buy
+322,902
New +$6.34M 4.9% 6

Other funds holding SCHF

Orgel Wealth Management
Orgel Wealth Management Altoona, Wisconsin $5.3B AUM 8.93% 1-Year Est. Return
Gemmer Asset Management
Gemmer Asset Management Walnut Creek, California $1.53B AUM 31.12% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Prime Capital Investment Advisors
Prime Capital Investment Advisors Overland Park, Kansas $10.2B AUM 17.74% 1-Year Est. Return
Charles Schwab Trust
Charles Schwab Trust Henderson, Nevada $1.73B AUM 11.35% 1-Year Est. Return
TruNorth Capital Management
TruNorth Capital Management Kalamazoo, Michigan $641M AUM 11.29% 1-Year Est. Return
Farther Finance Advisors
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
MTC
Matrix Trust Company Denver, Colorado $688M AUM 12.13% 1-Year Est. Return
Goelzer Investment Management
Goelzer Investment Management Carmel, Indiana $2.28B AUM 31.27% 1-Year Est. Return
Forvis Mazars Wealth Advisors
Forvis Mazars Wealth Advisors Springfield, Missouri $6.09B AUM 14.51% 1-Year Est. Return

Intergy Private Wealth's SCHF Position: Q3 2026 in Review

Intergy Private Wealth increased its Schwab International Equity ETF (SCHF) stake by 4.2% in Q3 2026, buying an estimated $779K and bringing the position to 701,912 shares worth $19.3M. The position accounts for 4.33% of the portfolio, ranked #6.

Intergy Private Wealth first reported a position in SCHF in Q4 2021 and has held it in 20 quarters since. 449 funds tracked by Wall St. Rank hold SCHF as of Q3 2026.

  • Intergy Private Wealth held 701,912 shares of Schwab International Equity ETF worth $19.3M as of Q3 2026.
  • Intergy Private Wealth bought 28,016 Schwab International Equity ETF shares in Q3 2026, an estimated $779K.
  • Schwab International Equity ETF made up 4.33% of Intergy Private Wealth's portfolio in Q3 2026, its #6 holding.
  • Intergy Private Wealth first reported a position in Schwab International Equity ETF in Q4 2021 and has held it in 20 quarters since.
  • 449 funds tracked by Wall St. Rank held Schwab International Equity ETF as of Q3 2026.

Based on Intergy Private Wealth's 13F filing for Q3 2026, filed 16 Oct 2026.