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

Modera 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 		$7.72M Sell
278,676
-2,860
-1% -$77.1K 0.08% 154
2026
Q1 		$6.97M Sell
281,536
-11,142
-4% -$283K 0.08% 152
2025
Q4 		$7.04M Buy
292,678
+15,452
+6% +$367K 0.08% 154
2025
Q3 		$6.45M Buy
277,226
+6,727
+2% +$152K 0.07% 163
2025
Q2 		$5.98M Sell
270,499
-7,453
-3% -$155K 0.07% 166
2025
Q1 		$5.5M Buy
277,952
+5,712
+2% +$112K 0.07% 165
2024
Q4 		$5.04M Buy
272,240
+3,998
+1% +$78.1K 0.06% 179
2024
Q3 		$5.52M Sell
268,242
-8,604
-3% -$170K 0.07% 154
2024
Q2 		$5.32M Sell
276,846
-3,120
-1% -$60.4K 0.08% 150
2024
Q1 		$5.46M Buy
279,966
+11,278
+4% +$211K 0.08% 152
2023
Q4 		$4.97M Buy
268,688
+10,250
+4% +$178K 0.08% 154
2023
Q3 		$4.39M Buy
258,438
+7,208
+3% +$127K 0.08% 159
2023
Q2 		$4.48M Buy
+251,230
New +$4.46M 0.08% 165
2022
Q3 		– Sell
-18,944
Closed -$298K – 340
2022
Q2 		$298K Buy
18,944
+2
+0% +$34 0.01% 256
2022
Q1 		$348K Buy
18,942
+7,256
+62% +$135K 0.02% 256
2021
Q4 		$227K Sell
11,686
-8,646
-43% -$170K 0.01% 518
2021
Q3 		$393K Buy
20,332
+8,528
+72% +$170K 0.02% 173
2021
Q2 		$233K Buy
+11,804
New +$233K 0.01% 214

Other funds holding SCHF

Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
Empower Advisory Group
Empower Advisory Group Greenwood Village, Colorado $41.9B AUM 18.91% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return
Betterment LLC
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
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

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

Modera Wealth Management reduced its Schwab International Equity ETF (SCHF) stake by 1% in Q2 2026, selling an estimated $77.1K and leaving 278,676 shares worth $7.72M. The position accounts for 0.08% of the portfolio, ranked #154.

Modera Wealth Management first reported a position in SCHF in Q2 2021 and has held it in 18 quarters since. 1,667 funds tracked by Wall St. Rank hold SCHF as of Q2 2026.

  • Modera Wealth Management held 278,676 shares of Schwab International Equity ETF worth $7.72M as of Q2 2026.
  • Modera Wealth Management sold 2,860 Schwab International Equity ETF shares in Q2 2026, an estimated $77.1K.
  • Schwab International Equity ETF made up 0.08% of Modera Wealth Management's portfolio in Q2 2026, its #154 holding.
  • Modera Wealth Management first reported a position in Schwab International Equity ETF in Q2 2021 and has held it in 18 quarters since.
  • 1,667 funds tracked by Wall St. Rank held Schwab International Equity ETF as of Q2 2026.

Based on Modera Wealth Management's 13F filing for Q2 2026, filed 3 Aug 2026.