Sovereign Financial Group’s Schwab International Equity ETF SCHF Stock Holding History

Sovereign Financial Group’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	$805K	Buy	29,061 +1,155	+4%	+$31.1K	0.12%	159
2026 Q1	$691K	Buy	27,906 +1,841	+7%	+$46.8K	0.12%	162
2025 Q4	$627K	Buy	26,065 +2,005	+8%	+$47.7K	0.11%	161
2025 Q3	$560K	Hold	24,060	–	–	0.1%	171
2025 Q2	$532K	Buy	+24,060	New	+$501K	0.11%	168

Other funds holding SCHF

MMA

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

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

BEI

Benjamin Edwards Inc Clayton, Missouri $11B AUM 18.22% 1-Year Est. Return

TCM

TruNorth Capital Management Kalamazoo, Michigan $623M AUM 18.62% 1-Year Est. Return

MTC

Matrix Trust Company Denver, Colorado $690M AUM 19.61% 1-Year Est. Return

Sovereign Financial Group's SCHF Position: Q2 2026 in Review

Sovereign Financial Group increased its Schwab International Equity ETF (SCHF) stake by 4.1% in Q2 2026, buying an estimated $31.1K and bringing the position to 29,061 shares worth $805K. The position accounts for 0.12% of the portfolio, ranked #159.

Sovereign Financial Group first reported a position in SCHF in Q2 2025 and has held it in 5 quarters since. 615 funds tracked by Wall St. Rank hold SCHF as of Q2 2026.

Sovereign Financial Group held 29,061 shares of Schwab International Equity ETF worth $805K as of Q2 2026.
Sovereign Financial Group bought 1,155 Schwab International Equity ETF shares in Q2 2026, an estimated $31.1K.
Schwab International Equity ETF made up 0.12% of Sovereign Financial Group's portfolio in Q2 2026, its #159 holding.
Sovereign Financial Group first reported a position in Schwab International Equity ETF in Q2 2025 and has held it in 5 quarters since.
615 funds tracked by Wall St. Rank held Schwab International Equity ETF as of Q2 2026.

Based on Sovereign Financial Group's 13F filing for Q2 2026, filed 24 Jul 2026.