Lyell Wealth Management
SCHF icon

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
Q3 		$3.62M Sell
131,888
-4,110
-3% -$114K 0.21% 78
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

Creative Planning
Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $92B AUM 22.91% 1-Year Est. Return
Orgel Wealth Management
Orgel Wealth Management Altoona, Wisconsin $5.3B AUM 8.93% 1-Year Est. Return
McAdam LLC
McAdam LLC Philadelphia, Pennsylvania $2.66B AUM 14.82% 1-Year Est. Return
Fund Evaluation Group
Fund Evaluation Group Cincinnati, Ohio $4.22B AUM 10.75% 1-Year Est. Return
Avantax Planning Partners
Avantax Planning Partners Dubuque, Iowa $3.96B AUM 12.96% 1-Year Est. Return
Rebalance
Rebalance Palo Alto, California $1.94B AUM 8.87% 1-Year Est. Return
Steele Capital Management
Steele Capital Management Dubuque, Iowa $2.7B AUM 13.58% 1-Year Est. Return
Gemmer Asset Management
Gemmer Asset Management Walnut Creek, California $1.53B AUM 31.12% 1-Year Est. Return
Brandywine Oak Private Wealth
Brandywine Oak Private Wealth Kennett Square, Pennsylvania $1.32B AUM 13.4% 1-Year Est. Return

Lyell Wealth Management's SCHF Position: Q3 2026 in Review

Lyell Wealth Management reduced its Schwab International Equity ETF (SCHF) stake by 3% in Q3 2026, selling an estimated $114K and leaving 131,888 shares worth $3.62M. The position accounts for 0.21% of the portfolio, ranked #78.

Lyell Wealth Management first reported a position in SCHF in Q2 2024 and has held it in 10 quarters since. The position peaked at $3.77M in Q2 2026. 1,074 funds tracked by Wall St. Rank hold SCHF as of Q3 2026.

  • Lyell Wealth Management held 131,888 shares of Schwab International Equity ETF worth $3.62M as of Q3 2026.
  • Lyell Wealth Management sold 4,110 Schwab International Equity ETF shares in Q3 2026, an estimated $114K.
  • Schwab International Equity ETF made up 0.21% of Lyell Wealth Management's portfolio in Q3 2026, its #78 holding.
  • Lyell Wealth Management first reported a position in Schwab International Equity ETF in Q2 2024 and has held it in 10 quarters since.
  • Lyell Wealth Management's Schwab International Equity ETF position peaked at $3.77M in Q2 2026.
  • 1,074 funds tracked by Wall St. Rank held Schwab International Equity ETF as of Q3 2026.

Based on Lyell Wealth Management's 13F filing for Q3 2026, filed 30 Oct 2026.