James Investment Research’s Schwab International Equity ETF SCHF Stock Holding History

James Investment Research’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	$2.28M	Buy	82,178 +11,649	+17%	+$314K	0.23%	103
2026 Q1	$1.75M	Buy	70,529 +8,206	+13%	+$209K	0.2%	115
2025 Q4	$1.5M	Buy	62,323 +13,948	+29%	+$332K	0.16%	116
2025 Q3	$1.13M	Buy	48,375 +8,179	+20%	+$185K	0.12%	150
2025 Q2	$888K	Buy	40,196 +2,783	+7%	+$57.9K	0.11%	155
2025 Q1	$740K	Buy	+37,413	New	+$734K	0.09%	174

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

Corient Private Wealth Miami, Florida $77.5B AUM 28.19% 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

James Investment Research's SCHF Position: Q2 2026 in Review

James Investment Research increased its Schwab International Equity ETF (SCHF) stake by 17% in Q2 2026, buying an estimated $314K and bringing the position to 82,178 shares worth $2.28M. The position accounts for 0.23% of the portfolio, ranked #103.

James Investment Research first reported a position in SCHF in Q1 2025 and has held it in 6 quarters since. 1,662 funds tracked by Wall St. Rank hold SCHF as of Q2 2026.

James Investment Research held 82,178 shares of Schwab International Equity ETF worth $2.28M as of Q2 2026.
James Investment Research bought 11,649 Schwab International Equity ETF shares in Q2 2026, an estimated $314K.
Schwab International Equity ETF made up 0.23% of James Investment Research's portfolio in Q2 2026, its #103 holding.
James Investment Research first reported a position in Schwab International Equity ETF in Q1 2025 and has held it in 6 quarters since.
1,662 funds tracked by Wall St. Rank held Schwab International Equity ETF as of Q2 2026.

Based on James Investment Research's 13F filing for Q2 2026, filed 24 Jul 2026.