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Patriot Financial Group Insurance Agency’s Schwab International Equity ETF SCHF Stock Holding History

Patriot Financial Group Insurance Agency’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 		$513K Sell
18,516
-2,972
-14% -$80.1K 0.05% 306
2026
Q1 		$532K Buy
+21,488
New +$547K 0.03% 426
2022
Q3 		– Sell
-2,340
Closed -$37K – 1662
2022
Q2 		$37K Buy
2,340
+348
+17% +$5.93K 0.01% 829
2022
Q1 		$37K Buy
1,992
+676
+51% +$12.6K 0.01% 878
2021
Q4 		$26K Hold
1,316
– – ﹤0.01% 1111
2021
Q3 		$25K Sell
1,316
-650
-33% -$12.9K ﹤0.01% 1118
2021
Q2 		$39K Sell
1,966
-802
-29% -$15.9K 0.01% 922
2021
Q1 		$52K Sell
2,768
-3,938
-59% -$73.4K 0.01% 762
2020
Q4 		$121K Sell
6,706
-2,930
-30% -$49.4K 0.03% 449
2020
Q3 		$151K Buy
9,636
+610
+7% +$9.58K 0.05% 319
2020
Q2 		$134K Sell
9,026
-11,244
-55% -$158K 0.05% 290
2020
Q1 		$262K Buy
20,270
+2,358
+13% +$36.3K 0.12% 177
2019
Q4 		$301K Buy
17,912
+746
+4% +$12.3K 0.11% 166
2019
Q3 		$273K Buy
17,166
+746
+5% +$11.7K 0.12% 154
2019
Q2 		$265K Buy
16,420
+2,400
+17% +$38K 0.11% 154
2019
Q1 		$219K Buy
14,020
+1,420
+11% +$21.6K 0.11% 156
2018
Q4 		$179K Sell
12,600
-226
-2% -$3.46K 0.12% 136
2018
Q3 		$215K Buy
12,826
+2,490
+24% +$41.4K 0.13% 111
2018
Q2 		$171K Sell
10,336
-1,058
-9% -$18K 0.18% 86
2018
Q1 		$189K Buy
11,394
+468
+4% +$8.06K 0.14% 142
2017
Q4 		$191K Buy
10,926
+8,054
+280% +$137K 0.14% 128
2017
Q3 		$48K Buy
2,872
+2,462
+600% +$40.2K 0.04% 266
2017
Q2 		$6K Buy
+410
New +$6.37K 0.01% 650

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
Corient Private Wealth
Corient Private Wealth Miami, Florida $77.5B AUM 28.19% 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

Patriot Financial Group Insurance Agency's SCHF Position: Q2 2026 in Review

Patriot Financial Group Insurance Agency reduced its Schwab International Equity ETF (SCHF) stake by 14% in Q2 2026, selling an estimated $80.1K and leaving 18,516 shares worth $513K. The position accounts for 0.05% of the portfolio, ranked #306.

Patriot Financial Group Insurance Agency first reported a position in SCHF in Q2 2017 and has held it in 23 quarters since. The position peaked at $532K in Q1 2026. 1,662 funds tracked by Wall St. Rank hold SCHF as of Q2 2026.

  • Patriot Financial Group Insurance Agency held 18,516 shares of Schwab International Equity ETF worth $513K as of Q2 2026.
  • Patriot Financial Group Insurance Agency sold 2,972 Schwab International Equity ETF shares in Q2 2026, an estimated $80.1K.
  • Schwab International Equity ETF made up 0.05% of Patriot Financial Group Insurance Agency's portfolio in Q2 2026, its #306 holding.
  • Patriot Financial Group Insurance Agency first reported a position in Schwab International Equity ETF in Q2 2017 and has held it in 23 quarters since.
  • Patriot Financial Group Insurance Agency's Schwab International Equity ETF position peaked at $532K in Q1 2026.
  • 1,662 funds tracked by Wall St. Rank held Schwab International Equity ETF as of Q2 2026.

Based on Patriot Financial Group Insurance Agency's 13F filing for Q2 2026, filed 16 Jul 2026.