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LifeSteps Financial’s Schwab International Equity ETF SCHF Stock Holding History

LifeSteps Financial’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 		$169K Buy
+6,100
New +$164K 0.08% 107
2024
Q2 		– Sell
-3,200
Closed -$62.4K – 340
2024
Q1 		$62.4K Buy
+3,200
New +$59.8K 0.05% 137

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
MTC
Matrix Trust Company Denver, Colorado $690M AUM 19.61% 1-Year Est. Return
PA
Procyon Advisors Shelton, Connecticut $2.32B AUM 26.81% 1-Year Est. Return
GIM
Goelzer Investment Management Carmel, Indiana $2.29B AUM 39.12% 1-Year Est. Return

LifeSteps Financial's SCHF Position: Q2 2026 in Review

LifeSteps Financial opened a new position in Schwab International Equity ETF (SCHF) in Q2 2026: 6,100 shares worth $169K. The stake represents 0.08% of the portfolio and ranks #107 among its holdings. This is a return to the name: LifeSteps Financial previously reported a position in SCHF as recently as Q1 2024.

LifeSteps Financial first reported a position in SCHF in Q1 2024 and has held it in 2 quarters since. 484 funds tracked by Wall St. Rank hold SCHF as of Q2 2026.

  • LifeSteps Financial held 6,100 shares of Schwab International Equity ETF worth $169K as of Q2 2026.
  • Schwab International Equity ETF was a new LifeSteps Financial position in Q2 2026.
  • Schwab International Equity ETF made up 0.08% of LifeSteps Financial's portfolio in Q2 2026, its #107 holding.
  • LifeSteps Financial first reported a position in Schwab International Equity ETF in Q1 2024 and has held it in 2 quarters since.
  • 484 funds tracked by Wall St. Rank held Schwab International Equity ETF as of Q2 2026.

Based on LifeSteps Financial's 13F filing for Q2 2026, filed 17 Jul 2026.