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Prota Financial’s Schwab International Equity ETF SCHF Stock Holding History

Prota Financial’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 		$7.17M Sell
262,734
-113,322
-30% -$3.06M 4.72% 5
2026
Q1 		$9.31M Buy
376,056
+6,020
+2% +$153K 6.74% 4
2025
Q4 		$8.9M Buy
+370,036
New +$8.8M 6.41% 7

Other funds holding SCHF

MMA
Miracle Mile Advisors Los Angeles, California $8.53B AUM 21.43% 1-Year Est. Return
OWM
Orgel Wealth Management Altoona, Wisconsin $5.27B AUM 16.18% 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

Prota Financial's SCHF Position: Q2 2026 in Review

Prota Financial reduced its Schwab International Equity ETF (SCHF) stake by 30% in Q2 2026, selling an estimated $3.06M and leaving 262,734 shares worth $7.17M. The position accounts for 4.72% of the portfolio, ranked #5.

Prota Financial first reported a position in SCHF in Q4 2025 and has held it in 3 quarters since. The position peaked at $9.31M in Q1 2026. 543 funds tracked by Wall St. Rank hold SCHF as of Q2 2026.

  • Prota Financial held 262,734 shares of Schwab International Equity ETF worth $7.17M as of Q2 2026.
  • Prota Financial sold 113,322 Schwab International Equity ETF shares in Q2 2026, an estimated $3.06M.
  • Schwab International Equity ETF made up 4.72% of Prota Financial's portfolio in Q2 2026, its #5 holding.
  • Prota Financial first reported a position in Schwab International Equity ETF in Q4 2025 and has held it in 3 quarters since.
  • Prota Financial's Schwab International Equity ETF position peaked at $9.31M in Q1 2026.
  • 543 funds tracked by Wall St. Rank held Schwab International Equity ETF as of Q2 2026.

Based on Prota Financial's 13F filing for Q2 2026, filed 7 Jul 2026.