Lloyd Advisory Services’s Schwab International Equity ETF SCHF Stock Holding History

Lloyd Advisory Services’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 Q1	$82.2K	Sell	3,320 -18,190	-85%	-$463K	0.02%	218
2025 Q4	$517K	Sell	21,510 -381	-2%	-$9.06K	0.2%	57
2025 Q3	$510K	Sell	21,891 -10,388	-32%	-$235K	0.24%	46
2025 Q2	$713K	Buy	32,279 +10,286	+47%	+$214K	0.34%	45
2025 Q1	$435K	Sell	21,993 -4,321	-16%	-$84.8K	0.22%	57
2024 Q4	$487K	Sell	26,314 -4	-0%	-$78	0.23%	52
2024 Q3	$541K	Buy	26,318 +15,188	+136%	+$300K	0.26%	51
2024 Q2	$214K	Buy	+11,130	New	+$215K	0.1%	86
2024 Q1	–	Sell	-21,542	Closed	-$398K	–	168
2023 Q4	$398K	Buy	+21,542	New	+$374K	0.19%	67
2022 Q3	–	Sell	-19,976	Closed	-$314K	–	60
2022 Q2	$314K	Buy	19,976 +3,798	+23%	+$64.7K	0.24%	42
2022 Q1	$297K	Buy	16,178 +2,430	+18%	+$45.2K	0.14%	66
2021 Q4	$267K	Buy	13,748 +12,178	+776%	+$239K	0.12%	67
2021 Q3	$30K	Buy	1,570 +974	+163%	+$19.4K	0.02%	214
2021 Q2	$12K	Buy	+596	New	+$11.8K	0.01%	266

Other funds holding SCHF

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Empower Advisory Group Greenwood Village, Colorado $38.5B AUM 18.4% 1-Year Est. Return

Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return

Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

Corient Private Wealth Miami, Florida $69.9B AUM 22.19% 1-Year Est. Return

MMA

Miracle Mile Advisors Los Angeles, California $8.53B AUM 21.43% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return

Lloyd Advisory Services's SCHF Position: Q1 2026 in Review

Lloyd Advisory Services reduced its Schwab International Equity ETF (SCHF) stake by 85% in Q1 2026, selling an estimated $463K and leaving 3,320 shares worth $82.2K. The position accounts for 0.02% of the portfolio, ranked #218.

Lloyd Advisory Services first reported a position in SCHF in Q2 2021 and has held it in 14 quarters since. The position peaked at $713K in Q2 2025. 1,590 funds tracked by Wall St. Rank hold SCHF as of Q1 2026.

Lloyd Advisory Services held 3,320 shares of Schwab International Equity ETF worth $82.2K as of Q1 2026.
Lloyd Advisory Services sold 18,190 Schwab International Equity ETF shares in Q1 2026, an estimated $463K.
Schwab International Equity ETF made up 0.02% of Lloyd Advisory Services's portfolio in Q1 2026, its #218 holding.
Lloyd Advisory Services first reported a position in Schwab International Equity ETF in Q2 2021 and has held it in 14 quarters since.
Lloyd Advisory Services's Schwab International Equity ETF position peaked at $713K in Q2 2025.
1,590 funds tracked by Wall St. Rank held Schwab International Equity ETF as of Q1 2026.

Based on Lloyd Advisory Services's 13F filing for Q1 2026, filed 13 May 2026.