Seros Financial
SCHF icon

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

Seros 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 		$13.5M Buy
493,254
+19,358
+4% +$539K 6.88% 6
2026
Q2 		$13.1M Buy
473,896
+3,306
+0.7% +$89.1K 6.84% 4
2026
Q1 		$11.6M Sell
470,590
-4,472
-0.9% -$114K 7.41% 3
2025
Q4 		$11.4M Buy
475,062
+20,252
+4% +$481K 6.7% 5
2025
Q3 		$10.6M Buy
+454,810
New +$10.3M 6.41% 4

Other funds holding SCHF

Orgel Wealth Management
Orgel Wealth Management Altoona, Wisconsin $5.3B AUM 8.93% 1-Year Est. Return
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
Brandywine Oak Private Wealth
Brandywine Oak Private Wealth Kennett Square, Pennsylvania $1.32B AUM 13.4% 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

Seros Financial's SCHF Position: Q3 2026 in Review

Seros Financial increased its Schwab International Equity ETF (SCHF) stake by 4.1% in Q3 2026, buying an estimated $539K and bringing the position to 493,254 shares worth $13.5M. The position accounts for 6.88% of the portfolio, ranked #6.

Seros Financial first reported a position in SCHF in Q3 2025 and has held it in 5 quarters since. 652 funds tracked by Wall St. Rank hold SCHF as of Q3 2026.

  • Seros Financial held 493,254 shares of Schwab International Equity ETF worth $13.5M as of Q3 2026.
  • Seros Financial bought 19,358 Schwab International Equity ETF shares in Q3 2026, an estimated $539K.
  • Schwab International Equity ETF made up 6.88% of Seros Financial's portfolio in Q3 2026, its #6 holding.
  • Seros Financial first reported a position in Schwab International Equity ETF in Q3 2025 and has held it in 5 quarters since.
  • 652 funds tracked by Wall St. Rank held Schwab International Equity ETF as of Q3 2026.

Based on Seros Financial's 13F filing for Q3 2026, filed 21 Oct 2026.