Leverty Financial Group
SCHF icon

Leverty Financial Group’s Schwab International Equity ETF SCHF Stock Holding History

Leverty Financial Group’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 		$8.65M Buy
314,835
+10,253
+3% +$285K 1.58% 10
2026
Q2 		$8.44M Buy
304,582
+2,287
+0.8% +$61.7K 1.64% 11
2026
Q1 		$7.48M Buy
302,295
+4,890
+2% +$124K 1.66% 10
2025
Q4 		$7.15M Buy
297,405
+715
+0.2% +$17K 1.71% 9
2025
Q3 		$6.91M Sell
296,690
-7,798
-3% -$176K 1.79% 9
2025
Q2 		$6.73M Sell
304,488
-2,163,897
-88% -$45.1M 2.01% 8
2025
Q1 		$48.8M Buy
2,468,385
+79,590
+3% +$1.56M 19.96% 2
2024
Q4 		$44.2M Buy
2,388,795
+840,963
+54% +$16.4M 22.49% 2
2024
Q3 		$31.8M Buy
1,547,832
+98
+0% +$1.94K 17.39% 2
2024
Q2 		$29.7M Buy
1,547,734
+34,094
+2% +$660K 17.59% 2
2024
Q1 		$29.5M Sell
1,513,640
-53,190
-3% -$994K 17.62% 2
2023
Q4 		$29M Buy
1,566,830
+39,312
+3% +$682K 18.36% 2
2023
Q3 		$25.9M Buy
1,527,518
+51,652
+3% +$912K 18.83% 3
2023
Q2 		$26.3M Buy
1,475,866
+37,598
+3% +$668K 19.17% 2
2023
Q1 		$25M Buy
1,438,268
+31,322
+2% +$536K 19.64% 2
2022
Q4 		$22.7M Sell
1,406,946
-611,508
-30% -$9.5M 19.38% 2
2022
Q3 		$28.4M Buy
2,018,454
+154,260
+8% +$2.42M 27.46% 2
2022
Q2 		$29.3M Sell
1,864,194
-13,570
-0.7% -$231K 27.32% 2
2022
Q1 		$34.5M Buy
1,877,764
+177,192
+10% +$3.29M 27.19% 2
2021
Q4 		$33M Buy
+1,700,572
New +$33.4M 25.49% 2

Other funds holding SCHF

Creative Planning
Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $92B AUM 22.91% 1-Year Est. Return
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
Fund Evaluation Group
Fund Evaluation Group Cincinnati, Ohio $4.22B AUM 10.75% 1-Year Est. Return
Avantax Planning Partners
Avantax Planning Partners Dubuque, Iowa $3.96B AUM 12.96% 1-Year Est. Return
Rebalance
Rebalance Palo Alto, California $1.94B AUM 8.87% 1-Year Est. Return
Steele Capital Management
Steele Capital Management Dubuque, Iowa $2.7B AUM 13.58% 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

Leverty Financial Group's SCHF Position: Q3 2026 in Review

Leverty Financial Group increased its Schwab International Equity ETF (SCHF) stake by 3.4% in Q3 2026, buying an estimated $285K and bringing the position to 314,835 shares worth $8.65M. The position accounts for 1.58% of the portfolio, ranked #10.

Leverty Financial Group first reported a position in SCHF in Q4 2021 and has held it in 20 quarters since. The position peaked at $48.8M in Q1 2025. 1,070 funds tracked by Wall St. Rank hold SCHF as of Q3 2026.

  • Leverty Financial Group held 314,835 shares of Schwab International Equity ETF worth $8.65M as of Q3 2026.
  • Leverty Financial Group bought 10,253 Schwab International Equity ETF shares in Q3 2026, an estimated $285K.
  • Schwab International Equity ETF made up 1.58% of Leverty Financial Group's portfolio in Q3 2026, its #10 holding.
  • Leverty Financial Group first reported a position in Schwab International Equity ETF in Q4 2021 and has held it in 20 quarters since.
  • Leverty Financial Group's Schwab International Equity ETF position peaked at $48.8M in Q1 2025.
  • 1,070 funds tracked by Wall St. Rank held Schwab International Equity ETF as of Q3 2026.

Based on Leverty Financial Group's 13F filing for Q3 2026, filed 8 Oct 2026.