Montag & Associates’s Schwab International Equity ETF SCHF Stock Holding History

Montag & Associates’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	$16.3K	Buy	+587	New	+$15.8K	﹤0.01%	712

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 $103B AUM 28.65% 1-Year Est. Return

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

Corient Private Wealth Miami, Florida $77.5B AUM 27.94% 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

Montag & Associates's SCHF Position: Q2 2026 in Review

Montag & Associates opened a new position in Schwab International Equity ETF (SCHF) in Q2 2026: 587 shares worth $16.3K. The stake represents ﹤0.01% of the portfolio and ranks #712 among its holdings.

1,659 funds tracked by Wall St. Rank hold SCHF as of Q2 2026.

Montag & Associates held 587 shares of Schwab International Equity ETF worth $16.3K as of Q2 2026.
Schwab International Equity ETF was a new Montag & Associates position in Q2 2026.
Schwab International Equity ETF made up ﹤0.01% of Montag & Associates's portfolio in Q2 2026, its #712 holding.
1,659 funds tracked by Wall St. Rank held Schwab International Equity ETF as of Q2 2026.

Based on Montag & Associates's 13F filing for Q2 2026, filed 5 Aug 2026.