Mosaic Family Wealth Partners’s Schwab International Equity ETF SCHF Stock Holding History

Mosaic Family Wealth Partners’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	$510K	Buy	18,409 +931	+5%	+$25.1K	0.03%	286
2026 Q1	$433K	Buy	17,478 +278	+2%	+$7.07K	0.04%	192
2025 Q4	$413K	Hold	17,200	–	–	0.05%	165
2025 Q3	$399K	Hold	17,200	–	–	0.05%	158
2025 Q2	$380K	Hold	17,200	–	–	0.05%	155
2025 Q1	$340K	Hold	17,200	–	–	0.05%	158
2024 Q4	$318K	Hold	17,200	–	–	0.05%	161
2024 Q3	$354K	Hold	17,200	–	–	0.05%	146
2024 Q2	$330K	Hold	17,200	–	–	0.05%	144
2024 Q1	$336K	Hold	17,200	–	–	0.06%	147
2023 Q4	$318K	Buy	+17,200	New	+$298K	0.05%	140

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 $104B AUM 28.3% 1-Year Est. Return

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

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

SCS Capital Management Boston, Massachusetts $10.6B AUM 19.73% 1-Year Est. Return

Mosaic Family Wealth Partners's SCHF Position: Q2 2026 in Review

Mosaic Family Wealth Partners increased its Schwab International Equity ETF (SCHF) stake by 5.3% in Q2 2026, buying an estimated $25.1K and bringing the position to 18,409 shares worth $510K. The position accounts for 0.03% of the portfolio, ranked #286.

Mosaic Family Wealth Partners first reported a position in SCHF in Q4 2023 and has held it in 11 quarters since. 1,671 funds tracked by Wall St. Rank hold SCHF as of Q2 2026.

Mosaic Family Wealth Partners held 18,409 shares of Schwab International Equity ETF worth $510K as of Q2 2026.
Mosaic Family Wealth Partners bought 931 Schwab International Equity ETF shares in Q2 2026, an estimated $25.1K.
Schwab International Equity ETF made up 0.03% of Mosaic Family Wealth Partners's portfolio in Q2 2026, its #286 holding.
Mosaic Family Wealth Partners first reported a position in Schwab International Equity ETF in Q4 2023 and has held it in 11 quarters since.
1,671 funds tracked by Wall St. Rank held Schwab International Equity ETF as of Q2 2026.

Based on Mosaic Family Wealth Partners's 13F filing for Q2 2026, filed 5 Aug 2026.