Portside Wealth Group
SCHF icon

Portside Wealth Group’s Schwab International Equity ETF SCHF Stock Holding History

Portside Wealth Group’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
Q3 		$614K Buy
22,349
+1,940
+10% +$54K 0.07% 269
2026
Q2 		$565K Sell
20,409
-1,340
-6% -$36.1K 0.07% 277
2026
Q1 		$538K Sell
21,749
-919
-4% -$23.4K 0.07% 246
2025
Q4 		$545K Buy
22,668
+23
+0.1% +$547 0.07% 239
2025
Q3 		$527K Buy
22,645
+37
+0.2% +$836 0.07% 245
2025
Q2 		$500K Buy
22,608
+1,715
+8% +$35.7K 0.07% 244
2025
Q1 		$413K Buy
20,893
+451
+2% +$8.85K 0.07% 258
2024
Q4 		$378K Sell
20,442
-3,122
-13% -$61K 0.06% 273
2024
Q3 		$484K Sell
23,564
-4,768
-17% -$94.3K 0.08% 232
2024
Q2 		$544K Sell
28,332
-7,172
-20% -$139K 0.1% 195
2024
Q1 		$693K Buy
+35,504
New +$664K 0.13% 173

Other funds holding SCHF

Orgel Wealth Management
Orgel Wealth Management Altoona, Wisconsin $5.3B AUM 8.93% 1-Year Est. Return
McAdam LLC
McAdam LLC Philadelphia, Pennsylvania $2.66B AUM 14.82% 1-Year Est. Return
Rebalance
Rebalance Palo Alto, California $1.94B AUM 8.87% 1-Year Est. Return
Gemmer Asset Management
Gemmer Asset Management Walnut Creek, California $1.53B AUM 31.12% 1-Year Est. Return
Brandywine Oak Private Wealth
Brandywine Oak Private Wealth Kennett Square, Pennsylvania $1.32B AUM 13.4% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Prime Capital Investment Advisors
Prime Capital Investment Advisors Overland Park, Kansas $10.2B AUM 17.74% 1-Year Est. Return
Charles Schwab Trust
Charles Schwab Trust Henderson, Nevada $1.73B AUM 11.35% 1-Year Est. Return
Choreo LLC
Choreo LLC Rockford, Illinois $9.7B AUM 18.43% 1-Year Est. Return
TruNorth Capital Management
TruNorth Capital Management Kalamazoo, Michigan $641M AUM 11.29% 1-Year Est. Return

Portside Wealth Group's SCHF Position: Q3 2026 in Review

Portside Wealth Group increased its Schwab International Equity ETF (SCHF) stake by 9.5% in Q3 2026, buying an estimated $54K and bringing the position to 22,349 shares worth $614K. The position accounts for 0.07% of the portfolio, ranked #269.

Portside Wealth Group first reported a position in SCHF in Q1 2024 and has held it in 11 quarters since. The position peaked at $693K in Q1 2024. 761 funds tracked by Wall St. Rank hold SCHF as of Q3 2026.

  • Portside Wealth Group held 22,349 shares of Schwab International Equity ETF worth $614K as of Q3 2026.
  • Portside Wealth Group bought 1,940 Schwab International Equity ETF shares in Q3 2026, an estimated $54K.
  • Schwab International Equity ETF made up 0.07% of Portside Wealth Group's portfolio in Q3 2026, its #269 holding.
  • Portside Wealth Group first reported a position in Schwab International Equity ETF in Q1 2024 and has held it in 11 quarters since.
  • Portside Wealth Group's Schwab International Equity ETF position peaked at $693K in Q1 2024.
  • 761 funds tracked by Wall St. Rank held Schwab International Equity ETF as of Q3 2026.

Based on Portside Wealth Group's 13F filing for Q3 2026, filed 20 Oct 2026.