Meritage Portfolio Management’s Schwab International Equity ETF SCHF Stock Holding History

Meritage Portfolio 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
2025 Q2	–	Sell	-23,737	Closed	-$470K	–	341
2025 Q1	$470K	Buy	+23,737	New	+$466K	0.03%	248
2024 Q2	–	Sell	-14,040	Closed	-$274K	–	348
2024 Q1	$274K	Buy	14,040 +1,000	+8%	+$18.7K	0.02%	305
2023 Q4	$241K	Sell	13,040 -68	-0.5%	-$1.18K	0.02%	316
2023 Q3	$223K	Sell	13,108 -450	-3%	-$7.95K	0.02%	312
2023 Q2	$242K	Sell	13,558 -1,910	-12%	-$33.9K	0.02%	314
2023 Q1	$269K	Buy	15,468 +290	+2%	+$4.96K	0.02%	271
2022 Q4	$244K	Sell	15,178 -28	-0.2%	-$437	0.02%	283
2022 Q3	$214K	Hold	15,206	–	–	0.02%	278
2022 Q2	$239K	Buy	15,206 +1,136	+8%	+$19.3K	0.02%	273
2022 Q1	$258K	Hold	14,070	–	–	0.02%	294
2021 Q4	$273K	Sell	14,070 -20,450	-59%	-$402K	0.02%	280
2021 Q3	$668K	Buy	34,520 +1,610	+5%	+$32K	0.04%	208
2021 Q2	$649K	Buy	32,910 +6,170	+23%	+$122K	0.04%	217
2021 Q1	$503K	Buy	+26,740	New	+$499K	0.03%	216

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

Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return

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

WANY

Wealthspire Advisors (New York) New York $18.2B AUM 21.48% 1-Year Est. Return

Corient Private Wealth Miami, Florida $72.2B AUM 27.85% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return

Meritage Portfolio Management's SCHF Position: Q2 2025 in Review

Meritage Portfolio Management sold out of Schwab International Equity ETF (SCHF) in Q2 2025, closing a stake of 23,737 shares — an estimated $470K sold.

Meritage Portfolio Management first reported a position in SCHF in Q1 2021 and held it in 14 quarters. The position peaked at $668K in Q3 2021. 1,364 funds tracked by Wall St. Rank hold SCHF as of Q2 2025.

Meritage Portfolio Management reported no remaining Schwab International Equity ETF position as of Q2 2025 after selling out during the quarter.
Meritage Portfolio Management sold 23,737 Schwab International Equity ETF shares in Q2 2025, an estimated $470K.
Meritage Portfolio Management first reported a position in Schwab International Equity ETF in Q1 2021 and held it in 14 quarters.
Meritage Portfolio Management's Schwab International Equity ETF position peaked at $668K in Q3 2021.
1,364 funds tracked by Wall St. Rank held Schwab International Equity ETF as of Q2 2025.

Based on Meritage Portfolio Management's 13F filing for Q2 2025, filed 25 Jul 2025.