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Orgel Wealth Management’s Schwab International Equity ETF SCHF Stock Holding History

Orgel Wealth 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 		$268M Buy
9,692,489
+280,973
+3% +$7.57M 5.09% 7
2026
Q1 		$233M Buy
9,411,516
+479,302
+5% +$12.2M 5.02% 9
2025
Q4 		$215M Buy
8,932,214
+169,304
+2% +$4.02M 4.74% 8
2025
Q3 		$204M Buy
8,762,910
+192,479
+2% +$4.35M 4.65% 8
2025
Q2 		$189M Sell
8,570,431
-50,512
-0.6% -$1.05M 4.56% 8
2025
Q1 		$171M Buy
8,620,943
+249,002
+3% +$4.88M 4.43% 9
2024
Q4 		$155M Buy
8,371,941
+655,783
+8% +$12.8M 4.04% 10
2024
Q3 		$159M Buy
7,716,158
+349,696
+5% +$6.91M 3.97% 10
2024
Q2 		$142M Buy
7,366,462
+648,918
+10% +$12.6M 3.82% 9
2024
Q1 		$131M Buy
6,717,544
+1,969,188
+41% +$36.8M 3.59% 9
2023
Q4 		$87.7M Buy
4,748,356
+316,574
+7% +$5.49M 2.6% 14
2023
Q3 		$75.3M Buy
4,431,782
+93,282
+2% +$1.65M 2.54% 13
2023
Q2 		$77.3M Buy
4,338,500
+120,148
+3% +$2.13M 2.55% 13
2023
Q1 		$73.4M Buy
4,218,352
+79,044
+2% +$1.35M 2.62% 12
2022
Q4 		$66.7M Buy
4,139,308
+2,407,564
+139% +$37.6M 2.56% 12
2022
Q3 		$24.4M Sell
1,731,744
-129,000
-7% -$2.02M 1.2% 19
2022
Q2 		$29.3M Buy
1,860,744
+448,792
+32% +$7.64M 1.66% 13
2022
Q1 		$25.9M Buy
1,411,952
+432,578
+44% +$8.04M 1.78% 11
2021
Q4 		$19M Buy
979,374
+319,530
+48% +$6.27M 1.84% 11
2021
Q3 		$12.8M Buy
659,844
+99,684
+18% +$1.98M 1.45% 13
2021
Q2 		$11M Buy
560,160
+67,072
+14% +$1.33M 1.39% 15
2021
Q1 		$9.28M Buy
493,088
+86,872
+21% +$1.62M 1.31% 15
2020
Q4 		$7.31M Buy
406,216
+24,734
+6% +$417K 1.5% 14
2020
Q3 		$5.99M Buy
381,482
+1,810
+0.5% +$28.4K 1.67% 13
2020
Q2 		$5.65M Sell
379,672
-554,676
-59% -$7.8M 2.13% 12
2020
Q1 		$12.1M Buy
934,348
+443,208
+90% +$6.82M 4.79% 4
2019
Q4 		$8.26M Buy
491,140
+287,530
+141% +$4.73M 2.27% 8
2019
Q3 		$3.24M Buy
203,610
+8,910
+5% +$140K 1.22% 11
2019
Q2 		$3.12M Buy
194,700
+9,588
+5% +$152K 1.22% 9
2019
Q1 		$2.9M Buy
185,112
+17,592
+11% +$268K 0.98% 9
2018
Q4 		$2.38M Buy
167,520
+65,018
+63% +$995K 0.72% 12
2018
Q3 		$1.72M Buy
102,502
+10,892
+12% +$181K 0.75% 10
2018
Q2 		$1.51M Buy
91,610
+11,490
+14% +$195K 0.37% 9
2018
Q1 		$1.35M Buy
80,120
+26,114
+48% +$450K 0.33% 12
2017
Q4 		$920K Buy
54,006
+39,302
+267% +$668K 0.22% 14
2017
Q3 		$246K Buy
14,704
+1,366
+10% +$22.3K 0.09% 25
2017
Q2 		$212K Buy
+13,338
New +$207K 0.08% 23

Other funds holding SCHF

MMA
Miracle Mile Advisors Los Angeles, California $8.53B AUM 21.43% 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
PA
Procyon Advisors Shelton, Connecticut $2.32B AUM 26.81% 1-Year Est. Return

Orgel Wealth Management's SCHF Position: Q2 2026 in Review

Orgel Wealth Management increased its Schwab International Equity ETF (SCHF) stake by 3% in Q2 2026, buying an estimated $7.57M and bringing the position to 9,692,489 shares worth $268M. The position accounts for 5.09% of the portfolio, ranked #7.

Orgel Wealth Management first reported a position in SCHF in Q2 2017 and has held it in 37 quarters since. 543 funds tracked by Wall St. Rank hold SCHF as of Q2 2026.

  • Orgel Wealth Management held 9,692,489 shares of Schwab International Equity ETF worth $268M as of Q2 2026.
  • Orgel Wealth Management bought 280,973 Schwab International Equity ETF shares in Q2 2026, an estimated $7.57M.
  • Schwab International Equity ETF made up 5.09% of Orgel Wealth Management's portfolio in Q2 2026, its #7 holding.
  • Orgel Wealth Management first reported a position in Schwab International Equity ETF in Q2 2017 and has held it in 37 quarters since.
  • 543 funds tracked by Wall St. Rank held Schwab International Equity ETF as of Q2 2026.

Based on Orgel Wealth Management's 13F filing for Q2 2026, filed 13 Jul 2026.