Prota Financial
SCHF icon

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
Q3 		$7.45M Buy
273,223
+10,489
+4% +$292K 4.76% 5
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

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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
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
TruNorth Capital Management
TruNorth Capital Management Kalamazoo, Michigan $641M AUM 11.29% 1-Year Est. Return
Farther Finance Advisors
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
MTC
Matrix Trust Company Denver, Colorado $688M AUM 12.13% 1-Year Est. Return

Prota Financial's SCHF Position: Q3 2026 in Review

Prota Financial increased its Schwab International Equity ETF (SCHF) stake by 4% in Q3 2026, buying an estimated $292K and bringing the position to 273,223 shares worth $7.45M. The position accounts for 4.76% of the portfolio, ranked #5.

Prota Financial first reported a position in SCHF in Q4 2025 and has held it in 4 quarters since. The position peaked at $9.31M in Q1 2026. 549 funds tracked by Wall St. Rank hold SCHF as of Q3 2026.

  • Prota Financial held 273,223 shares of Schwab International Equity ETF worth $7.45M as of Q3 2026.
  • Prota Financial bought 10,489 Schwab International Equity ETF shares in Q3 2026, an estimated $292K.
  • Schwab International Equity ETF made up 4.76% of Prota Financial's portfolio in Q3 2026, its #5 holding.
  • Prota Financial first reported a position in Schwab International Equity ETF in Q4 2025 and has held it in 4 quarters since.
  • Prota Financial's Schwab International Equity ETF position peaked at $9.31M in Q1 2026.
  • 549 funds tracked by Wall St. Rank held Schwab International Equity ETF as of Q3 2026.

Based on Prota Financial's 13F filing for Q3 2026, filed 8 Oct 2026.