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Seneca Financial Advisors’s Schwab International Equity ETF SCHF Stock Holding History

Seneca Financial 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 		$13.6M Sell
492,450
-80,376
-14% -$2.17M 3.54% 12
2026
Q1 		$14.2M Sell
572,826
-51,632
-8% -$1.31M 4.15% 12
2025
Q4 		$15M Buy
624,458
+56,598
+10% +$1.35M 4.57% 10
2025
Q3 		$13.2M Buy
567,860
+20,602
+4% +$465K 4.32% 11
2025
Q2 		$12.1M Buy
547,258
+14,701
+3% +$306K 4.66% 8
2025
Q1 		$10.5M Buy
532,557
+23,020
+5% +$452K 5.11% 8
2024
Q4 		$9.43M Sell
509,537
-22,757
-4% -$444K 4.68% 8
2024
Q3 		$10.9M Buy
532,294
+31,294
+6% +$619K 5.32% 6
2024
Q2 		$9.62M Buy
501,000
+54,930
+12% +$1.06M 4.99% 6
2024
Q1 		$8.7M Buy
446,070
+10,228
+2% +$191K 4.64% 7
2023
Q4 		$8.05M Sell
435,842
-39,514
-8% -$686K 4.67% 7
2023
Q3 		$8.07M Buy
475,356
+17,594
+4% +$311K 5.53% 6
2023
Q2 		$8.16M Buy
457,762
+56,620
+14% +$1.01M 5.42% 6
2023
Q1 		$6.98M Buy
401,142
+119,098
+42% +$2.04M 4.49% 7
2022
Q4 		$4.54M Buy
282,044
+35,072
+14% +$548K 2.87% 13
2022
Q3 		$3.47M Buy
246,972
+12,502
+5% +$196K 2.49% 13
2022
Q2 		$3.69M Buy
234,470
+2,200
+0.9% +$37.5K 2.48% 12
2022
Q1 		$4.26M Buy
232,270
+36,662
+19% +$681K 2.59% 12
2021
Q4 		$3.8M Buy
195,608
+21,584
+12% +$424K 2.25% 14
2021
Q3 		$3.37M Buy
174,024
+65,598
+61% +$1.3M 2.23% 12
2021
Q2 		$2.14M Buy
108,426
+8,396
+8% +$166K 1.4% 15
2021
Q1 		$1.88M Buy
100,030
+8,780
+10% +$164K 1.32% 15
2020
Q4 		$1.64M Buy
+91,250
New +$1.54M 1.25% 15

Other funds holding SCHF

Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
Empower Advisory Group
Empower Advisory Group Greenwood Village, Colorado $41.9B AUM 18.91% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return
MMA
Miracle Mile Advisors Los Angeles, California $8.53B AUM 21.43% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return
SCM
SCS Capital Management Boston, Massachusetts $10.6B AUM 19.73% 1-Year Est. Return

Seneca Financial Advisors's SCHF Position: Q2 2026 in Review

Seneca Financial Advisors reduced its Schwab International Equity ETF (SCHF) stake by 14% in Q2 2026, selling an estimated $2.17M and leaving 492,450 shares worth $13.6M. The position accounts for 3.54% of the portfolio, ranked #12.

Seneca Financial Advisors first reported a position in SCHF in Q4 2020 and has held it in 23 quarters since. The position peaked at $15M in Q4 2025. 1,667 funds tracked by Wall St. Rank hold SCHF as of Q2 2026.

  • Seneca Financial Advisors held 492,450 shares of Schwab International Equity ETF worth $13.6M as of Q2 2026.
  • Seneca Financial Advisors sold 80,376 Schwab International Equity ETF shares in Q2 2026, an estimated $2.17M.
  • Schwab International Equity ETF made up 3.54% of Seneca Financial Advisors's portfolio in Q2 2026, its #12 holding.
  • Seneca Financial Advisors first reported a position in Schwab International Equity ETF in Q4 2020 and has held it in 23 quarters since.
  • Seneca Financial Advisors's Schwab International Equity ETF position peaked at $15M in Q4 2025.
  • 1,667 funds tracked by Wall St. Rank held Schwab International Equity ETF as of Q2 2026.

Based on Seneca Financial Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.