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

Sax 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	$7.7M	Buy	311,143 +297,059	+2,109%	+$8.01M	0.31%	59
2026 Q1	$339K	Sell	14,084 -122	-0.9%	-$3.1K	0.02%	361
2025 Q4	$342K	Buy	14,206 +90	+0.6%	+$2.14K	0.02%	366
2025 Q3	$329K	Buy	14,116 +1,038	+8%	+$23.4K	0.02%	337
2025 Q2	$289K	Buy	+13,078	New	+$272K	0.02%	345

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

KCPG

Kavar Capital Partners Group Leawood, Kansas $812M AUM 29.76% 1-Year Est. Return

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

Sax Wealth Advisors increased its Schwab International Equity ETF (SCHF) stake by 2,109% in Q2 2026, buying an estimated $8.01M and bringing the position to 311,143 shares worth $7.7M. The position accounts for 0.31% of the portfolio, ranked #59.

Sax Wealth Advisors first reported a position in SCHF in Q2 2025 and has held it in 5 quarters since. 439 funds tracked by Wall St. Rank hold SCHF as of Q2 2026.

Sax Wealth Advisors held 311,143 shares of Schwab International Equity ETF worth $7.7M as of Q2 2026.
Sax Wealth Advisors bought 297,059 Schwab International Equity ETF shares in Q2 2026, an estimated $8.01M.
Schwab International Equity ETF made up 0.31% of Sax Wealth Advisors's portfolio in Q2 2026, its #59 holding.
Sax Wealth Advisors first reported a position in Schwab International Equity ETF in Q2 2025 and has held it in 5 quarters since.
439 funds tracked by Wall St. Rank held Schwab International Equity ETF as of Q2 2026.

Based on Sax Wealth Advisors's 13F filing for Q2 2026, filed 9 Jul 2026.