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Legacy Private Trust’s Schwab International Equity ETF SCHF Stock Holding History

Legacy Private Trust’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 		$9.32M Sell
339,433
-15,294
-4% -$425K 0.51% 40
2026
Q2 		$9.83M Sell
354,727
-757
-0.2% -$20.4K 0.54% 38
2026
Q1 		$8.8M Sell
355,484
-2,169
-0.6% -$55.2K 0.54% 40
2025
Q4 		$8.6M Buy
357,653
+4,967
+1% +$118K 0.5% 40
2025
Q3 		$8.21M Sell
352,686
-4,254
-1% -$96.1K 0.49% 46
2025
Q2 		$7.89M Sell
356,940
-2,893
-0.8% -$60.2K 0.51% 44
2025
Q1 		$7.12M Sell
359,833
-334,161
-48% -$6.56M 0.49% 43
2024
Q4 		$12.8M Sell
693,994
-4,832
-0.7% -$94.3K 0.84% 26
2024
Q3 		$14.4M Sell
698,826
-15,886
-2% -$314K 0.97% 23
2024
Q2 		$13.7M Sell
714,712
-17,992
-2% -$348K 0.98% 23
2024
Q1 		$14.3M Sell
732,704
-22,362
-3% -$418K 1.05% 21
2023
Q4 		$14M Buy
755,066
+45,398
+6% +$788K 1.11% 18
2023
Q3 		$12.1M Buy
709,668
+9,680
+1% +$171K 1.04% 19
2023
Q2 		$12.5M Buy
699,988
+56,510
+9% +$1M 1.03% 22
2023
Q1 		$11.2M Sell
643,478
-37,474
-6% -$642K 0.95% 22
2022
Q4 		$11M Buy
680,952
+368,986
+118% +$5.76M 0.99% 21
2022
Q3 		$4.39M Buy
311,966
+45,532
+17% +$715K 0.42% 65
2022
Q2 		$4.19M Buy
266,434
+562
+0.2% +$9.57K 0.38% 75
2022
Q1 		$4.88M Sell
265,872
-6,572
-2% -$122K 0.38% 70
2021
Q4 		$5.29M Buy
272,444
+57,488
+27% +$1.13M 0.4% 68
2021
Q3 		$4.16M Sell
214,956
-2,786
-1% -$55.4K 0.34% 79
2021
Q2 		$4.29M Sell
217,742
-4,378
-2% -$86.5K 0.36% 77
2021
Q1 		$4.18M Buy
222,120
+14,192
+7% +$265K 0.38% 76
2020
Q4 		$3.74M Sell
207,928
-4,462
-2% -$75.2K 0.35% 72
2020
Q3 		$3.33M Sell
212,390
-5,460
-3% -$85.8K 0.34% 72
2020
Q2 		$3.24M Buy
217,850
+130,034
+148% +$1.83M 0.36% 76
2020
Q1 		$1.14M Buy
+87,816
New +$1.35M 0.15% 111

Other funds holding SCHF

FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
MTC
Matrix Trust Company Denver, Colorado $688M AUM 12.13% 1-Year Est. Return
PA
Persium Advisors Atlanta, Georgia $191M AUM 23.01% 1-Year Est. Return
AWE
Avidian Wealth Enterprises Houston, Texas $3.59B AUM 17.8% 1-Year Est. Return
BCM
Boltwood Capital Management Walnut Creek, California $443M AUM 17.72% 1-Year Est. Return
BSB
Bangor Savings Bank Bangor, Maine $1.31B AUM 12.25% 1-Year Est. Return
WPC
Wedmont Private Capital West Chester, Pennsylvania $4.18B AUM 18.65% 1-Year Est. Return
RA
Riversedge Advisors Wilmington, Delaware $813M AUM 18.09% 1-Year Est. Return
MHR
Matthew Hamilton Rosenberg $558M AUM 12.28% 1-Year Est. Return
ZRP
Zynergy Retirement Planning Red Bank, New Jersey $187M AUM 7.78% 1-Year Est. Return

Legacy Private Trust's SCHF Position: Q3 2026 in Review

Legacy Private Trust reduced its Schwab International Equity ETF (SCHF) stake by 4.3% in Q3 2026, selling an estimated $425K and leaving 339,433 shares worth $9.32M. The position accounts for 0.51% of the portfolio, ranked #40.

Legacy Private Trust first reported a position in SCHF in Q1 2020 and has held it in 27 quarters since. The position peaked at $14.4M in Q3 2024. 103 funds tracked by Wall St. Rank hold SCHF as of Q3 2026.

  • Legacy Private Trust held 339,433 shares of Schwab International Equity ETF worth $9.32M as of Q3 2026.
  • Legacy Private Trust sold 15,294 Schwab International Equity ETF shares in Q3 2026, an estimated $425K.
  • Schwab International Equity ETF made up 0.51% of Legacy Private Trust's portfolio in Q3 2026, its #40 holding.
  • Legacy Private Trust first reported a position in Schwab International Equity ETF in Q1 2020 and has held it in 27 quarters since.
  • Legacy Private Trust's Schwab International Equity ETF position peaked at $14.4M in Q3 2024.
  • 103 funds tracked by Wall St. Rank held Schwab International Equity ETF as of Q3 2026.

Based on Legacy Private Trust's 13F filing for Q3 2026, filed 6 Oct 2026.