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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
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 		$9.75M 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

OWM
Orgel Wealth Management Altoona, Wisconsin $5.27B AUM 16.18% 1-Year Est. Return
R
Rebalance Palo Alto, California $1.91B AUM 16.23% 1-Year Est. Return
GAM
Gemmer Asset Management Walnut Creek, California $1.49B AUM 42.66% 1-Year Est. Return
BOPW
Brandywine Oak Private Wealth Kennett Square, Pennsylvania $1.32B AUM 20.76% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
CST
Charles Schwab Trust Henderson, Nevada $1.79B AUM 17.47% 1-Year Est. Return
MTC
Matrix Trust Company Denver, Colorado $690M AUM 19.61% 1-Year Est. Return
PA
Procyon Advisors Shelton, Connecticut $2.32B AUM 26.81% 1-Year Est. Return
GIM
Goelzer Investment Management Carmel, Indiana $2.29B AUM 39.12% 1-Year Est. Return
KCPG
Kavar Capital Partners Group Leawood, Kansas $812M AUM 29.76% 1-Year Est. Return

Intergy Private Wealth's SCHF Position: Q2 2026 in Review

Intergy Private Wealth increased its Schwab International Equity ETF (SCHF) stake by 4.6% in Q2 2026, buying an estimated $802K and bringing the position to 673,896 shares worth $18.7M. The position accounts for 4.31% of the portfolio, ranked #6.

Intergy Private Wealth first reported a position in SCHF in Q4 2021 and has held it in 19 quarters since. 428 funds tracked by Wall St. Rank hold SCHF as of Q2 2026.

  • Intergy Private Wealth held 673,896 shares of Schwab International Equity ETF worth $18.7M as of Q2 2026.
  • Intergy Private Wealth bought 29,734 Schwab International Equity ETF shares in Q2 2026, an estimated $802K.
  • Schwab International Equity ETF made up 4.31% of Intergy Private Wealth's portfolio in Q2 2026, its #6 holding.
  • Intergy Private Wealth first reported a position in Schwab International Equity ETF in Q4 2021 and has held it in 19 quarters since.
  • 428 funds tracked by Wall St. Rank held Schwab International Equity ETF as of Q2 2026.

Based on Intergy Private Wealth's 13F filing for Q2 2026, filed 17 Jul 2026.