Stephenson & Company’s Schwab International Equity ETF SCHF Stock Holding History

Stephenson & Company’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	$255K	Hold	9,207	–	–	0.12%	44
2026 Q1	$228K	Hold	9,207	–	–	0.12%	37
2025 Q4	$221K	Hold	9,207	–	–	0.12%	43
2025 Q3	$214K	Hold	9,207	–	–	0.12%	40
2025 Q2	$203K	Sell	9,207 -2,397	-21%	-$49.9K	0.12%	41
2025 Q1	$230K	Sell	11,604 -4,320	-27%	-$84.7K	0.15%	34
2024 Q4	$295K	Hold	15,924	–	–	0.2%	27
2024 Q3	$327K	Hold	15,924	–	–	0.22%	25
2024 Q2	$306K	Hold	15,924	–	–	0.23%	25
2024 Q1	$311K	Hold	15,924	–	–	0.23%	25
2023 Q4	$294K	Buy	+15,924	New	+$276K	0.25%	24

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 $104B AUM 28.3% 1-Year Est. Return

Betterment LLC New York $59.1B AUM 18.41% 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

SCM

SCS Capital Management Boston, Massachusetts $10.6B AUM 19.73% 1-Year Est. Return

Stephenson & Company's SCHF Position: Q2 2026 in Review

Stephenson & Company held its Schwab International Equity ETF (SCHF) position steady in Q2 2026 at 9,207 shares worth $255K. The position accounts for 0.12% of the portfolio, ranked #44.

Stephenson & Company first reported a position in SCHF in Q4 2023 and has held it in 11 quarters since. The position peaked at $327K in Q3 2024. 1,667 funds tracked by Wall St. Rank hold SCHF as of Q2 2026.

Stephenson & Company held 9,207 shares of Schwab International Equity ETF worth $255K as of Q2 2026.
Stephenson & Company left its Schwab International Equity ETF share count unchanged in Q2 2026.
Schwab International Equity ETF made up 0.12% of Stephenson & Company's portfolio in Q2 2026, its #44 holding.
Stephenson & Company first reported a position in Schwab International Equity ETF in Q4 2023 and has held it in 11 quarters since.
Stephenson & Company's Schwab International Equity ETF position peaked at $327K in Q3 2024.
1,667 funds tracked by Wall St. Rank held Schwab International Equity ETF as of Q2 2026.

Based on Stephenson & Company's 13F filing for Q2 2026, filed 28 Jul 2026.