Joel Isaacson & Co’s Schwab International Equity ETF SCHF Stock Holding History

Joel Isaacson & Co’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	$279K	Buy	10,063 +27	+0.3%	+$728	0.01%	395
2026 Q1	$248K	Hold	10,036	–	–	0.01%	396
2025 Q4	$241K	Buy	10,036 +127	+1%	+$3.02K	0.01%	406
2025 Q3	$231K	Sell	9,909 -2,150	-18%	-$48.6K	0.01%	410
2025 Q2	$267K	Buy	+12,059	New	+$251K	0.01%	354
2016 Q1	–	Sell	-7,810	Closed	-$108K	–	791
2015 Q4	$108K	Buy	+7,810	New	+$112K	0.03%	218

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

Joel Isaacson & Co's SCHF Position: Q2 2026 in Review

Joel Isaacson & Co increased its Schwab International Equity ETF (SCHF) stake by 0.27% in Q2 2026, buying an estimated $728 and bringing the position to 10,063 shares worth $279K. The position accounts for 0.01% of the portfolio, ranked #395.

Joel Isaacson & Co first reported a position in SCHF in Q4 2015 and has held it in 6 quarters since. 1,671 funds tracked by Wall St. Rank hold SCHF as of Q2 2026.

Joel Isaacson & Co held 10,063 shares of Schwab International Equity ETF worth $279K as of Q2 2026.
Joel Isaacson & Co bought 27 Schwab International Equity ETF shares in Q2 2026, an estimated $728.
Schwab International Equity ETF made up 0.01% of Joel Isaacson & Co's portfolio in Q2 2026, its #395 holding.
Joel Isaacson & Co first reported a position in Schwab International Equity ETF in Q4 2015 and has held it in 6 quarters since.
1,671 funds tracked by Wall St. Rank held Schwab International Equity ETF as of Q2 2026.

Based on Joel Isaacson & Co's 13F filing for Q2 2026, filed 4 Aug 2026.