JF
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Joule Financial’s Schwab International Equity ETF SCHF Stock Holding History

Joule Financial’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 		$352K Sell
12,724
-8,044
-39% -$217K 0.1% 81
2026
Q1 		$514K Sell
20,768
-2,662
-11% -$67.7K 0.15% 63
2025
Q4 		$563K Sell
23,430
-3,120
-12% -$74.2K 0.17% 58
2025
Q3 		$618K Sell
26,550
-1,082
-4% -$24.4K 0.19% 53
2025
Q2 		$611K Sell
27,632
-317
-1% -$6.6K 0.2% 59
2025
Q1 		$553K Buy
27,949
+206
+0.7% +$4.04K 0.19% 57
2024
Q4 		$513K Buy
27,743
+4,171
+18% +$81.4K 0.18% 58
2024
Q3 		$485K Buy
23,572
+1,314
+6% +$26K 0.18% 61
2024
Q2 		$432K Sell
22,258
-238
-1% -$4.61K 0.18% 67
2024
Q1 		$439K Sell
22,496
-136
-0.6% -$2.54K 0.18% 61
2023
Q4 		$418K Buy
22,632
+2,076
+10% +$36K 0.19% 67
2023
Q3 		$349K Sell
20,556
-490
-2% -$8.66K 0.18% 75
2023
Q2 		$375K Buy
21,046
+1,698
+9% +$30.2K 0.19% 64
2023
Q1 		$337K Sell
19,348
-1,924
-9% -$32.9K 0.18% 66
2022
Q4 		$343K Sell
21,272
-958
-4% -$15K 0.23% 61
2022
Q3 		$313K Sell
22,230
-4,276
-16% -$67.1K 0.23% 61
2022
Q2 		$417K Buy
+26,506
New +$451K 0.33% 51

Other funds holding SCHF

MMA
Miracle Mile Advisors Los Angeles, California $8.53B AUM 21.43% 1-Year Est. Return
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
TCM
TruNorth Capital Management Kalamazoo, Michigan $623M AUM 18.62% 1-Year Est. Return
MTC
Matrix Trust Company Denver, Colorado $690M AUM 19.61% 1-Year Est. Return
FC
Financial Consulate Hunt Valley, Maryland $899M AUM 20.23% 1-Year Est. Return

Joule Financial's SCHF Position: Q2 2026 in Review

Joule Financial reduced its Schwab International Equity ETF (SCHF) stake by 39% in Q2 2026, selling an estimated $217K and leaving 12,724 shares worth $352K. The position accounts for 0.1% of the portfolio, ranked #81.

Joule Financial first reported a position in SCHF in Q2 2022 and has held it in 17 quarters since. The position peaked at $618K in Q3 2025. 576 funds tracked by Wall St. Rank hold SCHF as of Q2 2026.

  • Joule Financial held 12,724 shares of Schwab International Equity ETF worth $352K as of Q2 2026.
  • Joule Financial sold 8,044 Schwab International Equity ETF shares in Q2 2026, an estimated $217K.
  • Schwab International Equity ETF made up 0.1% of Joule Financial's portfolio in Q2 2026, its #81 holding.
  • Joule Financial first reported a position in Schwab International Equity ETF in Q2 2022 and has held it in 17 quarters since.
  • Joule Financial's Schwab International Equity ETF position peaked at $618K in Q3 2025.
  • 576 funds tracked by Wall St. Rank held Schwab International Equity ETF as of Q2 2026.

Based on Joule Financial's 13F filing for Q2 2026, filed 15 Jul 2026.