Primoris Wealth Advisors’s Schwab International Equity ETF SCHF Stock Holding History

Primoris Wealth Advisors’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	$1.33M	Buy	48,107 +821	+2%	+$22.1K	0.61%	44
2026 Q1	$1.17M	Buy	47,286 +4,422	+10%	+$112K	0.82%	38
2025 Q4	$1.03M	Sell	42,864 -182	-0.4%	-$4.33K	0.62%	44
2025 Q3	$1M	Buy	43,046 +703	+2%	+$15.9K	0.64%	42
2025 Q2	$936K	Buy	42,343 +1,157	+3%	+$24.1K	0.64%	43
2025 Q1	$815K	Buy	41,186 +634	+2%	+$12.4K	0.63%	40
2024 Q4	$750K	Hold	40,552	–	–	0.57%	42
2024 Q3	$834K	Buy	40,552 +166	+0.4%	+$3.28K	0.61%	47
2024 Q2	$776K	Hold	40,386	–	–	0.62%	46
2024 Q1	$788K	Sell	40,386 -500	-1%	-$9.35K	0.63%	43
2023 Q4	$756K	Buy	+40,886	New	+$709K	0.71%	40

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 $103B AUM 28.65% 1-Year Est. Return

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

Corient Private Wealth Miami, Florida $77.5B AUM 27.94% 1-Year Est. Return

MMA

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

Primoris Wealth Advisors's SCHF Position: Q2 2026 in Review

Primoris Wealth Advisors increased its Schwab International Equity ETF (SCHF) stake by 1.7% in Q2 2026, buying an estimated $22.1K and bringing the position to 48,107 shares worth $1.33M. The position accounts for 0.61% of the portfolio, ranked #44.

Primoris Wealth Advisors first reported a position in SCHF in Q4 2023 and has held it in 11 quarters since. 1,660 funds tracked by Wall St. Rank hold SCHF as of Q2 2026.

Primoris Wealth Advisors held 48,107 shares of Schwab International Equity ETF worth $1.33M as of Q2 2026.
Primoris Wealth Advisors bought 821 Schwab International Equity ETF shares in Q2 2026, an estimated $22.1K.
Schwab International Equity ETF made up 0.61% of Primoris Wealth Advisors's portfolio in Q2 2026, its #44 holding.
Primoris Wealth Advisors first reported a position in Schwab International Equity ETF in Q4 2023 and has held it in 11 quarters since.
1,660 funds tracked by Wall St. Rank held Schwab International Equity ETF as of Q2 2026.

Based on Primoris Wealth Advisors's 13F filing for Q2 2026, filed 29 Jul 2026.