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Joseph P. Lucia & Associates’s Schwab International Equity ETF SCHF Stock Holding History

Joseph P. Lucia & Associates’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 		$434K Hold
15,654
– – 0.13% 124
2026
Q1 		$387K Buy
15,654
+907
+6% +$23.1K 0.14% 118
2025
Q4 		$355K Sell
14,747
-160
-1% -$3.8K 0.13% 122
2025
Q3 		$347K Hold
14,907
– – 0.13% 118
2025
Q2 		$329K Buy
14,907
+4,373
+42% +$91K 0.13% 116
2025
Q1 		$208K Sell
10,534
-280
-3% -$5.49K 0.1% 132
2024
Q4 		$200K Buy
10,814
+140
+1% +$2.73K 0.09% 141
2024
Q3 		$219K Sell
10,674
-490
-4% -$9.69K 0.1% 121
2024
Q2 		$214K Hold
11,164
– – 0.11% 113
2024
Q1 		$218K Sell
11,164
-750
-6% -$14K 0.12% 111
2023
Q4 		$220K Sell
11,914
-190
-2% -$3.3K 0.14% 105
2023
Q3 		$206K Sell
12,104
-320
-3% -$5.65K 0.14% 103
2023
Q2 		$221K Buy
+12,424
New +$221K 0.15% 106
2022
Q4 		– Sell
-15,010
Closed -$211K – 116
2022
Q3 		$211K Sell
15,010
-330
-2% -$5.18K 0.17% 102
2022
Q2 		$241K Sell
15,340
-2,930
-16% -$49.9K 0.17% 91
2022
Q1 		$335K Sell
18,270
-1,870
-9% -$34.8K 0.2% 82
2021
Q4 		$391K Buy
20,140
+730
+4% +$14.3K 0.25% 83
2021
Q3 		$376K Sell
19,410
-1,070
-5% -$21.3K 0.22% 92
2021
Q2 		$404K Buy
20,480
+2,720
+15% +$53.8K 0.24% 92
2021
Q1 		$334K Buy
17,760
+640
+4% +$11.9K 0.15% 93
2020
Q4 		$308K Sell
17,120
-768
-4% -$13K 0.22% 88
2020
Q3 		$281K Buy
17,888
+1,916
+12% +$30.1K 0.26% 78
2020
Q2 		$238K Hold
15,972
– – 0.21% 80
2020
Q1 		$206K Hold
15,972
– – 0.23% 80
2019
Q4 		$269K Sell
15,972
-822
-5% -$13.5K 0.24% 79
2019
Q3 		$268K Sell
16,794
-4,310
-20% -$67.8K 0.28% 72
2019
Q2 		$339K Sell
21,104
-430,482
-95% -$6.81M 0.36% 68
2019
Q1 		$7.05K Buy
+451,586
New +$6.88M 0.52% 42

Other funds holding SCHF

Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
Empower Advisory Group
Empower Advisory Group Greenwood Village, Colorado $41.9B AUM 18.91% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return
Corient Private Wealth
Corient Private Wealth Miami, Florida $77.5B AUM 27.94% 1-Year Est. Return
MMA
Miracle Mile Advisors Los Angeles, California $8.53B AUM 21.43% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return

Joseph P. Lucia & Associates's SCHF Position: Q2 2026 in Review

Joseph P. Lucia & Associates held its Schwab International Equity ETF (SCHF) position steady in Q2 2026 at 15,654 shares worth $434K. The position accounts for 0.13% of the portfolio, ranked #124.

Joseph P. Lucia & Associates first reported a position in SCHF in Q1 2019 and has held it in 28 quarters since. 1,659 funds tracked by Wall St. Rank hold SCHF as of Q2 2026.

  • Joseph P. Lucia & Associates held 15,654 shares of Schwab International Equity ETF worth $434K as of Q2 2026.
  • Joseph P. Lucia & Associates left its Schwab International Equity ETF share count unchanged in Q2 2026.
  • Schwab International Equity ETF made up 0.13% of Joseph P. Lucia & Associates's portfolio in Q2 2026, its #124 holding.
  • Joseph P. Lucia & Associates first reported a position in Schwab International Equity ETF in Q1 2019 and has held it in 28 quarters since.
  • 1,659 funds tracked by Wall St. Rank held Schwab International Equity ETF as of Q2 2026.

Based on Joseph P. Lucia & Associates's 13F filing for Q2 2026, filed 7 Aug 2026.