Klingman & Associates
SCHF icon

Klingman & Associates’s Schwab International Equity ETF SCHF Stock Holding History

Klingman & 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
Q3 		$1.29M Hold
47,052
– – 0.05% 121
2026
Q2 		$1.3M Sell
47,052
-1,289
-3% -$34.8K 0.06% 121
2026
Q1 		$1.2M Sell
48,341
-1,100
-2% -$28K 0.06% 120
2025
Q4 		$1.19M Sell
49,441
-7,700
-13% -$183K 0.06% 115
2025
Q3 		$1.33M Sell
57,141
-1,592
-3% -$36K 0.07% 103
2025
Q2 		$1.3M Hold
58,733
– – 0.07% 98
2025
Q1 		$1.16M Buy
58,733
+7,484
+15% +$147K 0.07% 98
2024
Q4 		$948K Sell
51,249
-14,201
-22% -$277K 0.06% 108
2024
Q3 		$1.35M Buy
65,450
+180
+0.3% +$3.56K 0.08% 90
2024
Q2 		$1.25M Sell
65,270
-850
-1% -$16.5K 0.08% 85
2024
Q1 		$1.29M Hold
66,120
– – 0.09% 84
2023
Q4 		$1.22M Sell
66,120
-600
-0.9% -$10.4K 0.09% 81
2023
Q3 		$1.13M Sell
66,720
-400
-0.6% -$7.07K 0.09% 83
2023
Q2 		$1.2M Sell
67,120
-4,860
-7% -$86.3K 0.1% 78
2023
Q1 		$1.25M Buy
71,980
+2,282
+3% +$39.1K 0.11% 71
2022
Q4 		$1.12M Buy
69,698
+6,694
+11% +$105K 0.1% 73
2022
Q3 		$886K Sell
63,004
-1,654
-3% -$26K 0.09% 80
2022
Q2 		$1.02M Sell
64,658
-1,634
-2% -$27.8K 0.1% 73
2022
Q1 		$1.22M Buy
66,292
+2,450
+4% +$45.5K 0.1% 67
2021
Q4 		$1.24M Buy
63,842
+1,928
+3% +$37.9K 0.11% 63
2021
Q3 		$1.2M Buy
61,914
+14,734
+31% +$293K 0.11% 63
2021
Q2 		$931K Buy
47,180
+200
+0.4% +$3.95K 0.09% 68
2021
Q1 		$884K Buy
46,980
+9,060
+24% +$169K 0.09% 68
2020
Q4 		$683K Buy
37,920
+6,804
+22% +$115K 0.08% 78
2020
Q3 		$489K Buy
31,116
+266
+0.9% +$4.18K 0.07% 82
2020
Q2 		$459K Sell
30,850
-326
-1% -$4.58K 0.07% 80
2020
Q1 		$403K Buy
31,176
+8,626
+38% +$133K 0.08% 80
2019
Q4 		$379K Buy
+22,550
New +$371K 0.06% 89

Other funds holding SCHF

Orgel Wealth Management
Orgel Wealth Management Altoona, Wisconsin $5.3B AUM 8.93% 1-Year Est. Return
McAdam LLC
McAdam LLC Philadelphia, Pennsylvania $2.66B AUM 14.82% 1-Year Est. Return
Rebalance
Rebalance Palo Alto, California $1.94B AUM 8.87% 1-Year Est. Return
Gemmer Asset Management
Gemmer Asset Management Walnut Creek, California $1.53B AUM 31.12% 1-Year Est. Return
Brandywine Oak Private Wealth
Brandywine Oak Private Wealth Kennett Square, Pennsylvania $1.32B AUM 13.4% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Prime Capital Investment Advisors
Prime Capital Investment Advisors Overland Park, Kansas $10.2B AUM 17.74% 1-Year Est. Return
Charles Schwab Trust
Charles Schwab Trust Henderson, Nevada $1.73B AUM 11.35% 1-Year Est. Return
TruNorth Capital Management
TruNorth Capital Management Kalamazoo, Michigan $641M AUM 11.29% 1-Year Est. Return
Farther Finance Advisors
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

Klingman & Associates's SCHF Position: Q3 2026 in Review

Klingman & Associates held its Schwab International Equity ETF (SCHF) position steady in Q3 2026 at 47,052 shares worth $1.29M. The position accounts for 0.05% of the portfolio, ranked #121.

Klingman & Associates first reported a position in SCHF in Q4 2019 and has held it in 28 quarters since. The position peaked at $1.35M in Q3 2024. 713 funds tracked by Wall St. Rank hold SCHF as of Q3 2026.

  • Klingman & Associates held 47,052 shares of Schwab International Equity ETF worth $1.29M as of Q3 2026.
  • Klingman & Associates left its Schwab International Equity ETF share count unchanged in Q3 2026.
  • Schwab International Equity ETF made up 0.05% of Klingman & Associates's portfolio in Q3 2026, its #121 holding.
  • Klingman & Associates first reported a position in Schwab International Equity ETF in Q4 2019 and has held it in 28 quarters since.
  • Klingman & Associates's Schwab International Equity ETF position peaked at $1.35M in Q3 2024.
  • 713 funds tracked by Wall St. Rank held Schwab International Equity ETF as of Q3 2026.

Based on Klingman & Associates's 13F filing for Q3 2026, filed 20 Oct 2026.