SWM
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Spire Wealth Management’s Schwab International Equity ETF SCHF Stock Holding History

Spire 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 		$402K Sell
14,516
-1,225
-8% -$33K 0.01% 602
2026
Q1 		$390K Buy
15,741
+614
+4% +$15.6K 0.01% 601
2025
Q4 		$364K Buy
15,127
+4,183
+38% +$99.4K 0.01% 621
2025
Q3 		$255K Buy
10,944
+1,180
+12% +$26.7K 0.01% 718
2025
Q2 		$216K Sell
9,764
-2,817
-22% -$58.6K 0.01% 745
2025
Q1 		$249K Buy
12,581
+175
+1% +$3.43K 0.01% 771
2024
Q4 		$230K Buy
12,406
+2,184
+21% +$42.6K 0.01% 782
2024
Q3 		$210K Sell
10,222
-2,612
-20% -$51.6K 0.01% 716
2024
Q2 		$247K Sell
12,834
-1,668
-12% -$32.3K 0.01% 668
2024
Q1 		$283K Buy
14,502
+752
+5% +$14.1K 0.01% 677
2023
Q4 		$248K Buy
13,750
+1,152
+9% +$20K 0.01% 702
2023
Q3 		$214K Hold
12,598
– – 0.01% 692
2023
Q2 		$225K Buy
12,598
+210
+2% +$3.73K 0.01% 693
2023
Q1 		$216K Buy
12,388
+10,198
+466% +$175K 0.01% 704
2022
Q4 		$35K Buy
2,190
+194
+10% +$3.03K ﹤0.01% 1124
2022
Q3 		$28K Sell
1,996
-12,334
-86% -$194K ﹤0.01% 1187
2022
Q2 		$225K Sell
14,330
-35,698
-71% -$608K 0.01% 722
2022
Q1 		$919K Buy
50,028
+18,516
+59% +$344K 0.02% 402
2021
Q4 		$612K Buy
31,512
+6,130
+24% +$120K 0.01% 623
2021
Q3 		$491K Sell
25,382
-1,276
-5% -$25.4K 0.01% 592
2021
Q2 		$526K Buy
26,658
+4,758
+22% +$94.1K 0.01% 594
2021
Q1 		$412K Buy
+21,900
New +$408K 0.01% 732

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
R
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
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

Spire Wealth Management's SCHF Position: Q2 2026 in Review

Spire Wealth Management reduced its Schwab International Equity ETF (SCHF) stake by 7.8% in Q2 2026, selling an estimated $33K and leaving 14,516 shares worth $402K. The position accounts for 0.01% of the portfolio, ranked #602.

Spire Wealth Management first reported a position in SCHF in Q1 2021 and has held it in 22 quarters since. The position peaked at $919K in Q1 2022. 618 funds tracked by Wall St. Rank hold SCHF as of Q2 2026.

  • Spire Wealth Management held 14,516 shares of Schwab International Equity ETF worth $402K as of Q2 2026.
  • Spire Wealth Management sold 1,225 Schwab International Equity ETF shares in Q2 2026, an estimated $33K.
  • Schwab International Equity ETF made up 0.01% of Spire Wealth Management's portfolio in Q2 2026, its #602 holding.
  • Spire Wealth Management first reported a position in Schwab International Equity ETF in Q1 2021 and has held it in 22 quarters since.
  • Spire Wealth Management's Schwab International Equity ETF position peaked at $919K in Q1 2022.
  • 618 funds tracked by Wall St. Rank held Schwab International Equity ETF as of Q2 2026.

Based on Spire Wealth Management's 13F filing for Q2 2026, filed 15 Jul 2026.