SIMA Wealth Partners’s Schwab International Equity ETF SCHF Stock Holding History

SIMA Wealth Partners’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	$515K	Buy	18,598 +523	+3%	+$14.1K	0.37%	32
2026 Q1	$447K	Buy	18,075 +360	+2%	+$9.16K	0.34%	32
2025 Q4	$426K	Buy	17,715 +438	+3%	+$10.4K	0.32%	32
2025 Q3	$402K	Sell	17,277 -218	-1%	-$4.92K	0.31%	32
2025 Q2	$387K	Sell	17,495 -875	-5%	-$18.2K	0.31%	31
2025 Q1	$363K	Sell	18,370 -2,152	-10%	-$42.2K	0.3%	33
2024 Q4	$380K	Buy	20,522 +1,262	+7%	+$24.6K	0.32%	31
2024 Q3	$396K	Buy	19,260 +86	+0.4%	+$1.7K	0.34%	32
2024 Q2	$368K	Buy	+19,174	New	+$371K	0.35%	33

Other funds holding SCHF

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Empower Advisory Group Greenwood Village, Colorado $41.9B AUM 18.91% 1-Year Est. Return

Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return

Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return

Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return

Corient Private Wealth Miami, Florida $77.5B AUM 27.94% 1-Year Est. Return

MMA

Miracle Mile Advisors Los Angeles, California $8.53B AUM 21.43% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return

SIMA Wealth Partners's SCHF Position: Q2 2026 in Review

SIMA Wealth Partners increased its Schwab International Equity ETF (SCHF) stake by 2.9% in Q2 2026, buying an estimated $14.1K and bringing the position to 18,598 shares worth $515K. The position accounts for 0.37% of the portfolio, ranked #32.

SIMA Wealth Partners first reported a position in SCHF in Q2 2024 and has held it in 9 quarters since. 1,656 funds tracked by Wall St. Rank hold SCHF as of Q2 2026.

SIMA Wealth Partners held 18,598 shares of Schwab International Equity ETF worth $515K as of Q2 2026.
SIMA Wealth Partners bought 523 Schwab International Equity ETF shares in Q2 2026, an estimated $14.1K.
Schwab International Equity ETF made up 0.37% of SIMA Wealth Partners's portfolio in Q2 2026, its #32 holding.
SIMA Wealth Partners first reported a position in Schwab International Equity ETF in Q2 2024 and has held it in 9 quarters since.
1,656 funds tracked by Wall St. Rank held Schwab International Equity ETF as of Q2 2026.

Based on SIMA Wealth Partners's 13F filing for Q2 2026, filed 28 Jul 2026.