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

Lyell 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	$3.77M	Buy	135,998 +34,016	+33%	+$917K	0.23%	75
2026 Q1	$2.52M	Buy	101,982 +45,370	+80%	+$1.15M	0.19%	86
2025 Q4	$1.36M	Buy	56,612 +576	+1%	+$13.7K	0.1%	104
2025 Q3	$1.3M	Sell	56,036 -40	-0.1%	-$903	0.1%	105
2025 Q2	$1.24M	Buy	56,076 +11,550	+26%	+$240K	0.1%	110
2025 Q1	$881K	Buy	44,526 +20,116	+82%	+$395K	0.08%	122
2024 Q4	$452K	Hold	24,410	–	–	0.04%	146
2024 Q3	$502K	Hold	24,410	–	–	0.05%	143
2024 Q2	$469K	Buy	+24,410	New	+$472K	0.04%	144

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

Lyell Wealth Management's SCHF Position: Q2 2026 in Review

Lyell Wealth Management increased its Schwab International Equity ETF (SCHF) stake by 33% in Q2 2026, buying an estimated $917K and bringing the position to 135,998 shares worth $3.77M. The position accounts for 0.23% of the portfolio, ranked #75.

Lyell Wealth Management first reported a position in SCHF in Q2 2024 and has held it in 9 quarters since. 1,671 funds tracked by Wall St. Rank hold SCHF as of Q2 2026.

Lyell Wealth Management held 135,998 shares of Schwab International Equity ETF worth $3.77M as of Q2 2026.
Lyell Wealth Management bought 34,016 Schwab International Equity ETF shares in Q2 2026, an estimated $917K.
Schwab International Equity ETF made up 0.23% of Lyell Wealth Management's portfolio in Q2 2026, its #75 holding.
Lyell Wealth Management first reported a position in Schwab International Equity ETF in Q2 2024 and has held it in 9 quarters since.
1,671 funds tracked by Wall St. Rank held Schwab International Equity ETF as of Q2 2026.

Based on Lyell Wealth Management's 13F filing for Q2 2026, filed 5 Aug 2026.