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

Momentous 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	$17.8M	Buy	641,177 +16,831	+3%	+$454K	9.1%	5
2026 Q1	$15.5M	Sell	624,346 -38,148	-6%	-$970K	8.83%	5
2025 Q4	$15.9M	Buy	662,494 +35,621	+6%	+$847K	9.03%	5
2025 Q3	$14.6M	Sell	626,873 -13,450	-2%	-$304K	9.25%	5
2025 Q2	$14.2M	Sell	640,323 -5,073	-0.8%	-$106K	9.14%	5
2025 Q1	$12.8M	Buy	645,396 +14,220	+2%	+$279K	9.04%	5
2024 Q4	$11.7M	Buy	+631,176	New	+$12.3M	9.68%	5

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

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

Momentous Wealth Management increased its Schwab International Equity ETF (SCHF) stake by 2.7% in Q2 2026, buying an estimated $454K and bringing the position to 641,177 shares worth $17.8M. The position accounts for 9.1% of the portfolio, ranked #5.

Momentous Wealth Management first reported a position in SCHF in Q4 2024 and has held it in 7 quarters since. 1,669 funds tracked by Wall St. Rank hold SCHF as of Q2 2026.

Momentous Wealth Management held 641,177 shares of Schwab International Equity ETF worth $17.8M as of Q2 2026.
Momentous Wealth Management bought 16,831 Schwab International Equity ETF shares in Q2 2026, an estimated $454K.
Schwab International Equity ETF made up 9.1% of Momentous Wealth Management's portfolio in Q2 2026, its #5 holding.
Momentous Wealth Management first reported a position in Schwab International Equity ETF in Q4 2024 and has held it in 7 quarters since.
1,669 funds tracked by Wall St. Rank held Schwab International Equity ETF as of Q2 2026.

Based on Momentous Wealth Management's 13F filing for Q2 2026, filed 11 Aug 2026.