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

Lakeridge 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	$257K	Sell	9,289 -460	-5%	-$12.4K	0.09%	160
2026 Q1	$241K	Sell	9,749 -418	-4%	-$10.6K	0.1%	153
2025 Q4	$244K	Buy	10,167 +265	+3%	+$6.3K	0.11%	142
2025 Q3	$231K	Hold	9,902	–	–	0.1%	136
2025 Q2	$219K	Sell	9,902 -1,142	-10%	-$23.8K	0.1%	141
2025 Q1	$218K	Sell	11,044 -294	-3%	-$5.77K	0.11%	146
2024 Q4	$210K	Sell	11,338 -114	-1%	-$2.23K	0.11%	141
2024 Q3	$235K	Hold	11,452	–	–	0.13%	135
2024 Q2	$220K	Sell	11,452 -998	-8%	-$19.3K	0.13%	134
2024 Q1	$243K	Sell	12,450 -130	-1%	-$2.43K	0.16%	113
2023 Q4	$232K	Buy	+12,580	New	+$218K	0.17%	109

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

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 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

Financial Consulate Hunt Valley, Maryland $899M AUM 20.23% 1-Year Est. Return

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

Lakeridge Wealth Management reduced its Schwab International Equity ETF (SCHF) stake by 4.7% in Q2 2026, selling an estimated $12.4K and leaving 9,289 shares worth $257K. The position accounts for 0.09% of the portfolio, ranked #160.

Lakeridge Wealth Management first reported a position in SCHF in Q4 2023 and has held it in 11 quarters since. 552 funds tracked by Wall St. Rank hold SCHF as of Q2 2026.

Lakeridge Wealth Management held 9,289 shares of Schwab International Equity ETF worth $257K as of Q2 2026.
Lakeridge Wealth Management sold 460 Schwab International Equity ETF shares in Q2 2026, an estimated $12.4K.
Schwab International Equity ETF made up 0.09% of Lakeridge Wealth Management's portfolio in Q2 2026, its #160 holding.
Lakeridge Wealth Management first reported a position in Schwab International Equity ETF in Q4 2023 and has held it in 11 quarters since.
552 funds tracked by Wall St. Rank held Schwab International Equity ETF as of Q2 2026.

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