LFG
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
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% -$9.55M 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

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

Leverty Financial Group's SCHF Position: Q2 2026 in Review

Leverty Financial Group increased its Schwab International Equity ETF (SCHF) stake by 0.76% in Q2 2026, buying an estimated $61.7K and bringing the position to 304,582 shares worth $8.44M. The position accounts for 1.64% of the portfolio, ranked #11.

Leverty Financial Group first reported a position in SCHF in Q4 2021 and has held it in 19 quarters since. The position peaked at $48.8M in Q1 2025. 543 funds tracked by Wall St. Rank hold SCHF as of Q2 2026.

  • Leverty Financial Group held 304,582 shares of Schwab International Equity ETF worth $8.44M as of Q2 2026.
  • Leverty Financial Group bought 2,287 Schwab International Equity ETF shares in Q2 2026, an estimated $61.7K.
  • Schwab International Equity ETF made up 1.64% of Leverty Financial Group's portfolio in Q2 2026, its #11 holding.
  • Leverty Financial Group first reported a position in Schwab International Equity ETF in Q4 2021 and has held it in 19 quarters since.
  • Leverty Financial Group's Schwab International Equity ETF position peaked at $48.8M in Q1 2025.
  • 543 funds tracked by Wall St. Rank held Schwab International Equity ETF as of Q2 2026.

Based on Leverty Financial Group's 13F filing for Q2 2026, filed 10 Jul 2026.