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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
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
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Empower Advisory Group
Empower Advisory Group Greenwood Village, Colorado $38.5B AUM 18.4% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
Corient Private Wealth
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
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return

Lyell Wealth Management's SCHF Position: Q1 2026 in Review

Lyell Wealth Management increased its Schwab International Equity ETF (SCHF) stake by 80% in Q1 2026, buying an estimated $1.15M and bringing the position to 101,982 shares worth $2.52M. The position accounts for 0.19% of the portfolio, ranked #86.

Lyell Wealth Management first reported a position in SCHF in Q2 2024 and has held it in 8 quarters since. 1,590 funds tracked by Wall St. Rank hold SCHF as of Q1 2026.

  • Lyell Wealth Management held 101,982 shares of Schwab International Equity ETF worth $2.52M as of Q1 2026.
  • Lyell Wealth Management bought 45,370 Schwab International Equity ETF shares in Q1 2026, an estimated $1.15M.
  • Schwab International Equity ETF made up 0.19% of Lyell Wealth Management's portfolio in Q1 2026, its #86 holding.
  • Lyell Wealth Management first reported a position in Schwab International Equity ETF in Q2 2024 and has held it in 8 quarters since.
  • 1,590 funds tracked by Wall St. Rank held Schwab International Equity ETF as of Q1 2026.

Based on Lyell Wealth Management's 13F filing for Q1 2026, filed 7 May 2026.