Roberts Wealth Advisors
SCHF icon

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

Roberts 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
Q3 		$13.9M Buy
504,769
+16,532
+3% +$460K 3.11% 7
2026
Q2 		$13.5M Buy
488,237
+9,680
+2% +$261K 3.07% 7
2026
Q1 		$11.8M Buy
478,557
+34,504
+8% +$878K 3.01% 7
2025
Q4 		$10.7M Buy
444,053
+40,802
+10% +$970K 2.79% 8
2025
Q3 		$9.39M Buy
403,251
+7,370
+2% +$166K 2.5% 9
2025
Q2 		$8.75M Buy
395,881
+33,675
+9% +$701K 2.52% 10
2025
Q1 		$7.16M Buy
362,206
+18,845
+5% +$370K 2.21% 11
2024
Q4 		$6.4M Buy
343,361
+19,661
+6% +$384K 1.95% 12
2024
Q3 		$6.53M Buy
323,700
+18,522
+6% +$366K 2.11% 12
2024
Q2 		$5.94M Buy
305,178
+23,984
+9% +$464K 2.03% 13
2024
Q1 		$5.29M Buy
281,194
+15,604
+6% +$292K 1.98% 13
2023
Q4 		$14.6M Buy
265,590
+27,162
+11% +$471K 2.27% 11
2023
Q3 		$4.05M Buy
238,428
+10,168
+4% +$180K 1.78% 16
2023
Q2 		$4.07M Buy
228,260
+12,280
+6% +$218K 1.79% 16
2023
Q1 		$3.79M Buy
215,980
+6,602
+3% +$113K 1.74% 18
2022
Q4 		$3.39M Buy
209,378
+30,756
+17% +$480K 1.64% 18
2022
Q3 		$2.59M Buy
178,622
+101,058
+130% +$1.59M 1.27% 30
2022
Q2 		$1.22M Hold
77,564
– – 0.53% 54
2022
Q1 		$1.44M Hold
77,564
– – 0.56% 52
2021
Q4 		$1.52M Buy
77,564
+1,292
+2% +$25.4K 0.55% 54
2021
Q3 		$1.48M Buy
+76,272
New +$1.52M 0.58% 51

Other funds holding SCHF

Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $52.7B AUM 16.5% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $106B AUM 21.33% 1-Year Est. Return
Miracle Mile Advisors
Miracle Mile Advisors Los Angeles, California $8.91B AUM 15.32% 1-Year Est. Return
SCS Capital Management
SCS Capital Management Boston, Massachusetts $11.2B AUM 12.39% 1-Year Est. Return
Jane Street
Jane Street New York $1.19T AUM 51.51% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $92B AUM 22.91% 1-Year Est. Return
Orgel Wealth Management
Orgel Wealth Management Altoona, Wisconsin $5.3B AUM 8.93% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $100B AUM 26.06% 1-Year Est. Return
McAdam LLC
McAdam LLC Philadelphia, Pennsylvania $2.66B AUM 14.82% 1-Year Est. Return

Roberts Wealth Advisors's SCHF Position: Q3 2026 in Review

Roberts Wealth Advisors increased its Schwab International Equity ETF (SCHF) stake by 3.4% in Q3 2026, buying an estimated $460K and bringing the position to 504,769 shares worth $13.9M. The position accounts for 3.11% of the portfolio, ranked #7.

Roberts Wealth Advisors first reported a position in SCHF in Q3 2021 and has held it in 21 quarters since. The position peaked at $14.6M in Q4 2023. 1,413 funds tracked by Wall St. Rank hold SCHF as of Q3 2026.

  • Roberts Wealth Advisors held 504,769 shares of Schwab International Equity ETF worth $13.9M as of Q3 2026.
  • Roberts Wealth Advisors bought 16,532 Schwab International Equity ETF shares in Q3 2026, an estimated $460K.
  • Schwab International Equity ETF made up 3.11% of Roberts Wealth Advisors's portfolio in Q3 2026, its #7 holding.
  • Roberts Wealth Advisors first reported a position in Schwab International Equity ETF in Q3 2021 and has held it in 21 quarters since.
  • Roberts Wealth Advisors's Schwab International Equity ETF position peaked at $14.6M in Q4 2023.
  • 1,413 funds tracked by Wall St. Rank held Schwab International Equity ETF as of Q3 2026.

Based on Roberts Wealth Advisors's 13F filing for Q3 2026, filed 14 Oct 2026.