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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
Q2 		$147K Buy
5,313
+1,993
+60% +$53.7K 0.06% 148
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
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
Empower Advisory Group
Empower Advisory Group Greenwood Village, Colorado $41.9B AUM 18.91% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return
MMA
Miracle Mile Advisors Los Angeles, California $8.53B AUM 21.43% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return
SCM
SCS Capital Management Boston, Massachusetts $10.6B AUM 19.73% 1-Year Est. Return

Lloyd Advisory Services's SCHF Position: Q2 2026 in Review

Lloyd Advisory Services increased its Schwab International Equity ETF (SCHF) stake by 60% in Q2 2026, buying an estimated $53.7K and bringing the position to 5,313 shares worth $147K. The position accounts for 0.06% of the portfolio, ranked #148.

Lloyd Advisory Services first reported a position in SCHF in Q2 2021 and has held it in 15 quarters since. The position peaked at $713K in Q2 2025. 1,667 funds tracked by Wall St. Rank hold SCHF as of Q2 2026.

  • Lloyd Advisory Services held 5,313 shares of Schwab International Equity ETF worth $147K as of Q2 2026.
  • Lloyd Advisory Services bought 1,993 Schwab International Equity ETF shares in Q2 2026, an estimated $53.7K.
  • Schwab International Equity ETF made up 0.06% of Lloyd Advisory Services's portfolio in Q2 2026, its #148 holding.
  • Lloyd Advisory Services first reported a position in Schwab International Equity ETF in Q2 2021 and has held it in 15 quarters since.
  • Lloyd Advisory Services's Schwab International Equity ETF position peaked at $713K in Q2 2025.
  • 1,667 funds tracked by Wall St. Rank held Schwab International Equity ETF as of Q2 2026.

Based on Lloyd Advisory Services's 13F filing for Q2 2026, filed 7 Aug 2026.