Long Island Wealth Management’s Schwab International Equity ETF SCHF Stock Holding History

Long Island Wealth Management’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	$3.31M	Buy	119,357 +4,858	+4%	+$131K	1.37%	20
2026 Q1	$2.83M	Buy	114,499 +7,242	+7%	+$184K	1.31%	20
2025 Q4	$2.58M	Sell	107,257 -1,127	-1%	-$26.8K	1.22%	20
2025 Q3	$2.52M	Hold	108,384	–	–	1.23%	20
2025 Q2	$2.4M	Sell	108,384 -2,021	-2%	-$42.1K	1.24%	19
2025 Q1	$2.18M	Buy	110,405 +20,519	+23%	+$403K	1.33%	20
2024 Q4	$1.66M	Sell	89,886 -60,448	-40%	-$1.18M	1.04%	22
2024 Q3	$3.09M	Buy	150,334 +8,118	+6%	+$161K	2.03%	16
2024 Q2	$2.73M	Buy	142,216 +342	+0.2%	+$6.62K	1.93%	15
2024 Q1	$2.77M	Buy	141,874 +8,638	+6%	+$161K	1.95%	15
2023 Q4	$2.46M	Buy	+133,236	New	+$2.31M	1.76%	15

Other funds holding SCHF

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Empower Advisory Group Greenwood Village, Colorado $41.9B AUM 18.91% 1-Year Est. Return

Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return

Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return

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 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

Long Island Wealth Management's SCHF Position: Q2 2026 in Review

Long Island Wealth Management increased its Schwab International Equity ETF (SCHF) stake by 4.2% in Q2 2026, buying an estimated $131K and bringing the position to 119,357 shares worth $3.31M. The position accounts for 1.37% of the portfolio, ranked #20.

Long Island Wealth Management first reported a position in SCHF in Q4 2023 and has held it in 11 quarters since. 1,670 funds tracked by Wall St. Rank hold SCHF as of Q2 2026.

Long Island Wealth Management held 119,357 shares of Schwab International Equity ETF worth $3.31M as of Q2 2026.
Long Island Wealth Management bought 4,858 Schwab International Equity ETF shares in Q2 2026, an estimated $131K.
Schwab International Equity ETF made up 1.37% of Long Island Wealth Management's portfolio in Q2 2026, its #20 holding.
Long Island Wealth Management first reported a position in Schwab International Equity ETF in Q4 2023 and has held it in 11 quarters since.
1,670 funds tracked by Wall St. Rank held Schwab International Equity ETF as of Q2 2026.

Based on Long Island Wealth Management's 13F filing for Q2 2026, filed 7 Aug 2026.