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Morton Capital Management’s Schwab International Equity ETF SCHF Stock Holding History

Morton Capital 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 		$275K Buy
9,943
+1,050
+12% +$28.3K 0.04% 122
2026
Q1 		$220K Buy
+8,893
New +$226K 0.03% 123

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
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
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
FC
Financial Consulate Hunt Valley, Maryland $899M AUM 20.23% 1-Year Est. Return

Morton Capital Management's SCHF Position: Q2 2026 in Review

Morton Capital Management increased its Schwab International Equity ETF (SCHF) stake by 12% in Q2 2026, buying an estimated $28.3K and bringing the position to 9,943 shares worth $275K. The position accounts for 0.04% of the portfolio, ranked #122.

Morton Capital Management first reported a position in SCHF in Q1 2026 and has held it in 2 quarters since. 552 funds tracked by Wall St. Rank hold SCHF as of Q2 2026.

  • Morton Capital Management held 9,943 shares of Schwab International Equity ETF worth $275K as of Q2 2026.
  • Morton Capital Management bought 1,050 Schwab International Equity ETF shares in Q2 2026, an estimated $28.3K.
  • Schwab International Equity ETF made up 0.04% of Morton Capital Management's portfolio in Q2 2026, its #122 holding.
  • Morton Capital Management first reported a position in Schwab International Equity ETF in Q1 2026 and has held it in 2 quarters since.
  • 552 funds tracked by Wall St. Rank held Schwab International Equity ETF as of Q2 2026.

Based on Morton Capital Management's 13F filing for Q2 2026, filed 23 Jul 2026.