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Morris Financial Concepts’s Schwab International Equity ETF SCHF Stock Holding History

Morris Financial Concepts’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 		$294K Hold
10,602
– – 0.09% 114
2026
Q1 		$262K Hold
10,602
– – 0.09% 116
2025
Q4 		$255K Hold
10,602
– – 0.09% 119
2025
Q3 		$247K Hold
10,602
– – 0.09% 121
2025
Q2 		$234K Hold
10,602
– – 0.09% 121
2025
Q1 		$210K Hold
10,602
– – 0.09% 128
2024
Q4 		$196K Hold
10,602
– – 0.08% 126
2024
Q3 		$218K Sell
10,602
-60
-0.6% -$1.19K 0.09% 114
2024
Q2 		$205K Buy
10,662
+320
+3% +$6.19K 0.1% 101
2024
Q1 		$202K Hold
10,342
– – 0.1% 97
2023
Q4 		$191K Hold
10,342
– – 0.11% 96
2023
Q3 		$176K Buy
10,342
+210
+2% +$3.71K 0.12% 88
2023
Q2 		$181K Hold
10,132
– – 0.12% 89
2023
Q1 		$176K Buy
10,132
+6,894
+213% +$118K 0.12% 86
2022
Q4 		$52.1K Sell
3,238
-98
-3% -$1.53K 0.04% 100
2022
Q3 		$47K Hold
3,336
– – 0.05% 82
2022
Q2 		$52K Sell
3,336
-1,728
-34% -$29.4K 0.05% 87
2022
Q1 		$93K Buy
5,064
+264
+6% +$4.91K 0.08% 80
2021
Q4 		$93K Buy
+4,800
New +$94.2K 0.08% 73

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

Morris Financial Concepts's SCHF Position: Q2 2026 in Review

Morris Financial Concepts held its Schwab International Equity ETF (SCHF) position steady in Q2 2026 at 10,602 shares worth $294K. The position accounts for 0.09% of the portfolio, ranked #114.

Morris Financial Concepts first reported a position in SCHF in Q4 2021 and has held it in 19 quarters since. 1,671 funds tracked by Wall St. Rank hold SCHF as of Q2 2026.

  • Morris Financial Concepts held 10,602 shares of Schwab International Equity ETF worth $294K as of Q2 2026.
  • Morris Financial Concepts left its Schwab International Equity ETF share count unchanged in Q2 2026.
  • Schwab International Equity ETF made up 0.09% of Morris Financial Concepts's portfolio in Q2 2026, its #114 holding.
  • Morris Financial Concepts first reported a position in Schwab International Equity ETF in Q4 2021 and has held it in 19 quarters since.
  • 1,671 funds tracked by Wall St. Rank held Schwab International Equity ETF as of Q2 2026.

Based on Morris Financial Concepts's 13F filing for Q2 2026, filed 29 Jul 2026.