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 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

OWM

Orgel Wealth Management Altoona, Wisconsin $5.27B AUM 16.18% 1-Year Est. Return

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 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

MTC

Matrix Trust Company Denver, Colorado $690M AUM 19.61% 1-Year Est. Return

Procyon Advisors Shelton, Connecticut $2.32B AUM 26.81% 1-Year Est. Return

GIM

Goelzer Investment Management Carmel, Indiana $2.29B AUM 39.12% 1-Year Est. Return

FWA

FSM Wealth Advisors Cleveland, Ohio $939M AUM 22.84% 1-Year Est. Return

Portside Wealth Group's SCHF Position: Q2 2026 in Review

Portside Wealth Group reduced its Schwab International Equity ETF (SCHF) stake by 6.2% in Q2 2026, selling an estimated $36.1K and leaving 20,409 shares worth $565K. The position accounts for 0.07% of the portfolio, ranked #277.

Portside Wealth Group first reported a position in SCHF in Q1 2024 and has held it in 10 quarters since. The position peaked at $693K in Q1 2024. 342 funds tracked by Wall St. Rank hold SCHF as of Q2 2026.

Portside Wealth Group held 20,409 shares of Schwab International Equity ETF worth $565K as of Q2 2026.
Portside Wealth Group sold 1,340 Schwab International Equity ETF shares in Q2 2026, an estimated $36.1K.
Schwab International Equity ETF made up 0.07% of Portside Wealth Group's portfolio in Q2 2026, its #277 holding.
Portside Wealth Group first reported a position in Schwab International Equity ETF in Q1 2024 and has held it in 10 quarters since.
Portside Wealth Group's Schwab International Equity ETF position peaked at $693K in Q1 2024.
342 funds tracked by Wall St. Rank held Schwab International Equity ETF as of Q2 2026.

Based on Portside Wealth Group's 13F filing for Q2 2026, filed 14 Jul 2026.