Morton Brown Family Wealth’s Schwab International Equity ETF SCHF Stock Holding History

Morton Brown Family Wealth’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	$495K	Hold	17,884	–	–	0.11%	36
2026 Q1	$443K	Hold	17,884	–	–	0.12%	36
2025 Q4	$430K	Hold	17,884	–	–	0.12%	36
2025 Q3	$416K	Hold	17,884	–	–	0.12%	36
2025 Q2	$395K	Hold	17,884	–	–	0.12%	38
2025 Q1	$354K	Hold	17,884	–	–	0.12%	39
2024 Q4	$331K	Buy	17,884 +6,846	+62%	+$134K	0.12%	44
2024 Q3	$227K	Hold	11,038	–	–	0.08%	51
2024 Q2	$217K	Sell	11,038 -1,330	-11%	-$25.7K	0.09%	54
2024 Q1	$241K	Sell	12,368 -32	-0.3%	-$598	0.1%	47
2023 Q4	$229K	Buy	+12,400	New	+$215K	0.1%	47

Other funds holding SCHF

MMA

Miracle Mile Advisors Los Angeles, California $8.53B AUM 21.43% 1-Year Est. Return

OWM

Orgel Wealth Management Altoona, Wisconsin $5.27B AUM 16.18% 1-Year Est. Return

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 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

BEI

Benjamin Edwards Inc Clayton, Missouri $11B AUM 18.22% 1-Year Est. Return

TCM

TruNorth Capital Management Kalamazoo, Michigan $623M AUM 18.62% 1-Year Est. Return

MTC

Matrix Trust Company Denver, Colorado $690M AUM 19.61% 1-Year Est. Return

Morton Brown Family Wealth's SCHF Position: Q2 2026 in Review

Morton Brown Family Wealth held its Schwab International Equity ETF (SCHF) position steady in Q2 2026 at 17,884 shares worth $495K. The position accounts for 0.11% of the portfolio, ranked #36.

Morton Brown Family Wealth first reported a position in SCHF in Q4 2023 and has held it in 11 quarters since. 618 funds tracked by Wall St. Rank hold SCHF as of Q2 2026.

Morton Brown Family Wealth held 17,884 shares of Schwab International Equity ETF worth $495K as of Q2 2026.
Morton Brown Family Wealth left its Schwab International Equity ETF share count unchanged in Q2 2026.
Schwab International Equity ETF made up 0.11% of Morton Brown Family Wealth's portfolio in Q2 2026, its #36 holding.
Morton Brown Family Wealth first reported a position in Schwab International Equity ETF in Q4 2023 and has held it in 11 quarters since.
618 funds tracked by Wall St. Rank held Schwab International Equity ETF as of Q2 2026.

Based on Morton Brown Family Wealth's 13F filing for Q2 2026, filed 21 Jul 2026.