JPL Wealth Management’s Schwab International Equity ETF SCHF Stock Holding History

JPL Wealth Management’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	$6.68M	Sell	241,321 -6,372	-3%	-$172K	1.33%	23
2026 Q1	$6.13M	Sell	247,693 -4,148	-2%	-$106K	1.41%	23
2025 Q4	$6.05M	Sell	251,841 -1,102	-0.4%	-$26.2K	1.47%	22
2025 Q3	$5.89M	Sell	252,943 -419	-0.2%	-$9.46K	1.4%	16
2025 Q2	$5.6M	Buy	253,362 +5,705	+2%	+$119K	1.51%	17
2025 Q1	$4.9M	Buy	247,657 +13,457	+6%	+$264K	1.4%	19
2024 Q4	$4.33M	Buy	+234,200	New	+$4.57M	1.24%	23
2024 Q2	$3.22M	Buy	167,696 +5,166	+3%	+$100K	1.58%	19
2024 Q1	$3.17M	Buy	162,530 +27,176	+20%	+$508K	1.75%	16
2023 Q4	$2.5M	Buy	+135,354	New	+$2.35M	1.8%	12

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

JPL Wealth Management's SCHF Position: Q2 2026 in Review

JPL Wealth Management reduced its Schwab International Equity ETF (SCHF) stake by 2.6% in Q2 2026, selling an estimated $172K and leaving 241,321 shares worth $6.68M. The position accounts for 1.33% of the portfolio, ranked #23.

JPL Wealth Management first reported a position in SCHF in Q4 2023 and has held it in 10 quarters since. 1,666 funds tracked by Wall St. Rank hold SCHF as of Q2 2026.

JPL Wealth Management held 241,321 shares of Schwab International Equity ETF worth $6.68M as of Q2 2026.
JPL Wealth Management sold 6,372 Schwab International Equity ETF shares in Q2 2026, an estimated $172K.
Schwab International Equity ETF made up 1.33% of JPL Wealth Management's portfolio in Q2 2026, its #23 holding.
JPL Wealth Management first reported a position in Schwab International Equity ETF in Q4 2023 and has held it in 10 quarters since.
1,666 funds tracked by Wall St. Rank held Schwab International Equity ETF as of Q2 2026.

Based on JPL Wealth Management's 13F filing for Q2 2026, filed 14 Aug 2026.