MI
SCHF icon

Moneywise Inc’s Schwab International Equity ETF SCHF Stock Holding History

Moneywise Inc’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 		$6.21M Buy
224,324
+33,981
+18% +$916K 2.32% 17
2026
Q1 		$4.71M Buy
190,343
+67,300
+55% +$1.71M 2.06% 20
2025
Q4 		$2.96M Buy
123,043
+105,252
+592% +$2.5M 1.23% 23
2025
Q3 		$414K Sell
17,791
-641
-3% -$14.5K 0.19% 53
2025
Q2 		$407K Sell
18,432
-2,241
-11% -$46.7K 0.19% 59
2025
Q1 		$409K Sell
20,673
-2,197
-10% -$43.1K 0.22% 47
2024
Q4 		$423K Buy
22,870
+8,938
+64% +$174K 0.21% 41
2024
Q3 		$286K Sell
13,932
-674
-5% -$13.3K 0.14% 51
2024
Q2 		$281K Sell
14,606
-80,930
-85% -$1.57M 0.15% 51
2024
Q1 		$1.86M Sell
95,536
-22,612
-19% -$423K 1.01% 23
2023
Q4 		$2.18M Buy
118,148
+2,878
+2% +$49.9K 1.25% 14
2023
Q3 		$1.96M Buy
115,270
+3,320
+3% +$58.6K 1.23% 15
2023
Q2 		$2M Sell
111,950
-8,504
-7% -$151K 1.24% 16
2023
Q1 		$2.1M Sell
120,454
-1,152
-0.9% -$19.7K 1.36% 15
2022
Q4 		$1.96M Buy
121,606
+5,124
+4% +$80K 1.46% 15
2022
Q3 		$1.64M Buy
116,482
+4,406
+4% +$69.2K 1.34% 15
2022
Q2 		$1.76M Buy
112,076
+1,266
+1% +$21.6K 1.37% 18
2022
Q1 		$2.03M Buy
110,810
+656
+0.6% +$12.2K 1.34% 16
2021
Q4 		$2.14M Buy
110,154
+6,448
+6% +$127K 1.38% 17
2021
Q3 		$2.01M Buy
103,706
+5,976
+6% +$119K 1.31% 16
2021
Q2 		$1.93M Sell
97,730
-1,650
-2% -$32.6K 1.32% 18
2021
Q1 		$1.87M Sell
99,380
-4,462
-4% -$83.2K 1.26% 17
2020
Q4 		$1.87M Sell
103,842
-69,940
-40% -$1.18M 1.34% 17
2020
Q3 		$2.73M Sell
173,782
-20,762
-11% -$326K 2.17% 15
2020
Q2 		$2.89M Sell
194,544
-274,508
-59% -$3.86M 2.32% 14
2020
Q1 		$6.06M Sell
469,052
-87,514
-16% -$1.35M 5.33% 6
2019
Q4 		$8.87M Sell
556,566
-37,132
-6% -$611K 6.67% 4
2019
Q3 		$9.46M Sell
593,698
-29,776
-5% -$468K 7.64% 4
2019
Q2 		$10M Sell
623,474
-34,948
-5% -$553K 7.64% 4
2019
Q1 		$11.1M Buy
658,422
+27,816
+4% +$424K 9.51% 2
2018
Q4 		$8.94M Sell
630,606
-27,902
-4% -$427K 8.48% 4
2018
Q3 		$11M Sell
658,508
-46,538
-7% -$774K 9.34% 4
2018
Q2 		$11.7M Buy
705,046
+22,656
+3% +$385K 9.97% 3
2018
Q1 		$11.5M Buy
682,390
+14,748
+2% +$254K 9.55% 2
2017
Q4 		$11.4M Buy
667,642
+91,800
+16% +$1.56M 8.51% 4
2017
Q3 		$9.64M Sell
575,842
-86
-0% -$1.4K 7.62% 4
2017
Q2 		$9.15M Buy
575,928
+8,716
+2% +$135K 7.79% 4
2017
Q1 		$8.47M Buy
567,212
+25,670
+5% +$373K 7.67% 4
2016
Q4 		$7.5M Buy
541,542
+99,686
+23% +$1.4M 7.43% 4
2016
Q3 		$6.36M Buy
+441,856
New +$6.23M 6.73% 4

Other funds holding SCHF

OWM
Orgel Wealth Management Altoona, Wisconsin $5.27B AUM 16.18% 1-Year Est. Return
R
Rebalance Palo Alto, California $1.91B AUM 16.23% 1-Year Est. Return
GAM
Gemmer Asset Management Walnut Creek, California $1.49B AUM 42.66% 1-Year Est. Return
BOPW
Brandywine Oak Private Wealth Kennett Square, Pennsylvania $1.32B AUM 20.76% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
CST
Charles Schwab Trust Henderson, Nevada $1.79B AUM 17.47% 1-Year Est. Return
MTC
Matrix Trust Company Denver, Colorado $690M AUM 19.61% 1-Year Est. Return
PA
Procyon Advisors Shelton, Connecticut $2.32B AUM 26.81% 1-Year Est. Return
GIM
Goelzer Investment Management Carmel, Indiana $2.29B AUM 39.12% 1-Year Est. Return
KCPG
Kavar Capital Partners Group Leawood, Kansas $812M AUM 29.76% 1-Year Est. Return

Moneywise Inc's SCHF Position: Q2 2026 in Review

Moneywise Inc increased its Schwab International Equity ETF (SCHF) stake by 18% in Q2 2026, buying an estimated $916K and bringing the position to 224,324 shares worth $6.21M. The position accounts for 2.32% of the portfolio, ranked #17.

Moneywise Inc first reported a position in SCHF in Q3 2016 and has held it in 40 quarters since. The position peaked at $11.7M in Q2 2018. 439 funds tracked by Wall St. Rank hold SCHF as of Q2 2026.

  • Moneywise Inc held 224,324 shares of Schwab International Equity ETF worth $6.21M as of Q2 2026.
  • Moneywise Inc bought 33,981 Schwab International Equity ETF shares in Q2 2026, an estimated $916K.
  • Schwab International Equity ETF made up 2.32% of Moneywise Inc's portfolio in Q2 2026, its #17 holding.
  • Moneywise Inc first reported a position in Schwab International Equity ETF in Q3 2016 and has held it in 40 quarters since.
  • Moneywise Inc's Schwab International Equity ETF position peaked at $11.7M in Q2 2018.
  • 439 funds tracked by Wall St. Rank held Schwab International Equity ETF as of Q2 2026.

Based on Moneywise Inc's 13F filing for Q2 2026, filed 21 Jul 2026.