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Smith Salley Wealth Management’s Schwab International Equity ETF SCHF Stock Holding History

Smith Salley Wealth Management’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 		$392K Buy
14,134
+2,400
+20% +$64.7K 0.02% 213
2026
Q1 		$290K Sell
11,734
-336
-3% -$8.55K 0.01% 228
2025
Q4 		$290K Sell
12,070
-1,437
-11% -$34.2K 0.01% 229
2025
Q3 		$314K Hold
13,507
– – 0.02% 215
2025
Q2 		$298K Buy
13,507
+1,600
+13% +$33.3K 0.02% 217
2025
Q1 		$236K Sell
11,907
-10,670
-47% -$209K 0.02% 223
2024
Q4 		$418K Sell
22,577
-5,921
-21% -$116K 0.03% 183
2024
Q3 		$586K Buy
28,498
+3,090
+12% +$61.1K 0.04% 166
2024
Q2 		$488K Buy
25,408
+9,416
+59% +$182K 0.04% 168
2024
Q1 		$312K Buy
15,992
+202
+1% +$3.78K 0.02% 197
2023
Q4 		$292K Sell
15,790
-2,040
-11% -$35.4K 0.02% 218
2023
Q3 		$303K Buy
17,830
+1,268
+8% +$22.4K 0.02% 201
2023
Q2 		$295K Buy
16,562
+78
+0.5% +$1.39K 0.02% 199
2023
Q1 		$287K Buy
16,484
+826
+5% +$14.1K 0.02% 195
2022
Q4 		$252K Sell
15,658
-4,490
-22% -$70.1K 0.02% 200
2022
Q3 		$283K Sell
20,148
-18,850
-48% -$296K 0.03% 189
2022
Q2 		$613K Hold
38,998
– – 0.05% 153
2022
Q1 		$716K Hold
38,998
– – 0.05% 160
2021
Q4 		$758K Hold
38,998
– – 0.05% 166
2021
Q3 		$755K Hold
38,998
– – 0.06% 162
2021
Q2 		$769K Hold
38,998
– – 0.06% 157
2021
Q1 		$734K Hold
38,998
– – 0.07% 144
2020
Q4 		$702K Buy
+38,998
New +$658K 0.07% 133
2014
Q3 		– Sell
-15,200
Closed -$251K – 186
2014
Q2 		$251K Buy
+15,200
New +$245K 0.07% 164

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 $103B AUM 28.65% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return
Corient Private Wealth
Corient Private Wealth Miami, Florida $77.5B AUM 28.19% 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

Smith Salley Wealth Management's SCHF Position: Q2 2026 in Review

Smith Salley Wealth Management increased its Schwab International Equity ETF (SCHF) stake by 20% in Q2 2026, buying an estimated $64.7K and bringing the position to 14,134 shares worth $392K. The position accounts for 0.02% of the portfolio, ranked #213.

Smith Salley Wealth Management first reported a position in SCHF in Q2 2014 and has held it in 24 quarters since. The position peaked at $769K in Q2 2021. 1,662 funds tracked by Wall St. Rank hold SCHF as of Q2 2026.

  • Smith Salley Wealth Management held 14,134 shares of Schwab International Equity ETF worth $392K as of Q2 2026.
  • Smith Salley Wealth Management bought 2,400 Schwab International Equity ETF shares in Q2 2026, an estimated $64.7K.
  • Schwab International Equity ETF made up 0.02% of Smith Salley Wealth Management's portfolio in Q2 2026, its #213 holding.
  • Smith Salley Wealth Management first reported a position in Schwab International Equity ETF in Q2 2014 and has held it in 24 quarters since.
  • Smith Salley Wealth Management's Schwab International Equity ETF position peaked at $769K in Q2 2021.
  • 1,662 funds tracked by Wall St. Rank held Schwab International Equity ETF as of Q2 2026.

Based on Smith Salley Wealth Management's 13F filing for Q2 2026, filed 23 Jul 2026.