Stone Summit Wealth’s Schwab International Equity ETF SCHF Stock Holding History

Stone Summit Wealth’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 Q3	$813K	Sell	29,612 -530	-2%	-$14.7K	0.22%	74
2026 Q2	$835K	Hold	30,142	–	–	0.21%	75
2026 Q1	$746K	Buy	30,142 +26	+0.1%	+$661	0.21%	78
2025 Q4	$724K	Sell	30,116 -1,316	-4%	-$31.3K	0.2%	78
2025 Q3	$732K	Sell	31,432 -4,225	-12%	-$95.4K	0.21%	78
2025 Q2	$788K	Sell	35,657 -341	-0.9%	-$7.1K	0.24%	79
2025 Q1	$712K	Sell	35,998 -249	-0.7%	-$4.88K	0.24%	78
2024 Q4	$671K	Buy	36,247 +691	+2%	+$13.5K	0.23%	82
2024 Q3	$731K	Sell	35,556 -400	-1%	-$7.91K	0.24%	81
2024 Q2	$691K	Hold	35,956	–	–	0.25%	77
2024 Q1	$702K	Buy	35,956 +1,924	+6%	+$36K	0.24%	80
2023 Q4	$629K	Sell	34,032 -1,990	-6%	-$34.5K	0.24%	90
2023 Q3	$612K	Sell	36,022 -830	-2%	-$14.7K	0.26%	87
2023 Q2	$657K	Buy	36,852 +15,406	+72%	+$274K	0.27%	85
2023 Q1	$373K	Buy	21,446 +1,300	+6%	+$22.3K	0.17%	102
2022 Q4	$324K	Buy	+20,146	New	+$315K	0.16%	111

Other funds holding SCHF

Orgel Wealth Management Altoona, Wisconsin $5.3B AUM 8.93% 1-Year Est. Return

Gemmer Asset Management Walnut Creek, California $1.53B AUM 31.12% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Prime Capital Investment Advisors Overland Park, Kansas $10.2B AUM 17.74% 1-Year Est. Return

Charles Schwab Trust Henderson, Nevada $1.73B AUM 11.35% 1-Year Est. Return

TruNorth Capital Management Kalamazoo, Michigan $641M AUM 11.29% 1-Year Est. Return

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

MTC

Matrix Trust Company Denver, Colorado $688M AUM 12.13% 1-Year Est. Return

Goelzer Investment Management Carmel, Indiana $2.28B AUM 31.27% 1-Year Est. Return

Forvis Mazars Wealth Advisors Springfield, Missouri $6.09B AUM 14.51% 1-Year Est. Return

Stone Summit Wealth's SCHF Position: Q3 2026 in Review

Stone Summit Wealth reduced its Schwab International Equity ETF (SCHF) stake by 1.8% in Q3 2026, selling an estimated $14.7K and leaving 29,612 shares worth $813K. The position accounts for 0.22% of the portfolio, ranked #74.

Stone Summit Wealth first reported a position in SCHF in Q4 2022 and has held it in 16 quarters since. The position peaked at $835K in Q2 2026. 430 funds tracked by Wall St. Rank hold SCHF as of Q3 2026.

Stone Summit Wealth held 29,612 shares of Schwab International Equity ETF worth $813K as of Q3 2026.
Stone Summit Wealth sold 530 Schwab International Equity ETF shares in Q3 2026, an estimated $14.7K.
Schwab International Equity ETF made up 0.22% of Stone Summit Wealth's portfolio in Q3 2026, its #74 holding.
Stone Summit Wealth first reported a position in Schwab International Equity ETF in Q4 2022 and has held it in 16 quarters since.
Stone Summit Wealth's Schwab International Equity ETF position peaked at $835K in Q2 2026.
430 funds tracked by Wall St. Rank held Schwab International Equity ETF as of Q3 2026.

Based on Stone Summit Wealth's 13F filing for Q3 2026, filed 14 Oct 2026.