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Summit Financial’s Schwab International Equity ETF SCHF Stock Holding History

Summit Financial’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 		$12.5M Buy
452,428
+24,689
+6% +$666K 0.14% 135
2026
Q1 		$10.6M Buy
427,739
+69,062
+19% +$1.76M 0.13% 143
2025
Q4 		$8.62M Buy
358,677
+83,927
+31% +$2M 0.13% 148
2025
Q3 		$6.4M Sell
274,750
-5,554
-2% -$125K 0.1% 202
2025
Q2 		$6.19M Buy
280,304
+33,117
+13% +$689K 0.14% 132
2025
Q1 		$4.89M Buy
247,187
+216,256
+699% +$4.24M 0.14% 142
2024
Q4 		$572K Buy
30,931
+12,959
+72% +$253K 0.02% 424
2024
Q3 		$370K Buy
+17,972
New +$355K 0.01% 424

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

Summit Financial's SCHF Position: Q2 2026 in Review

Summit Financial increased its Schwab International Equity ETF (SCHF) stake by 5.8% in Q2 2026, buying an estimated $666K and bringing the position to 452,428 shares worth $12.5M. The position accounts for 0.14% of the portfolio, ranked #135.

Summit Financial first reported a position in SCHF in Q3 2024 and has held it in 8 quarters since. 1,668 funds tracked by Wall St. Rank hold SCHF as of Q2 2026.

  • Summit Financial held 452,428 shares of Schwab International Equity ETF worth $12.5M as of Q2 2026.
  • Summit Financial bought 24,689 Schwab International Equity ETF shares in Q2 2026, an estimated $666K.
  • Schwab International Equity ETF made up 0.14% of Summit Financial's portfolio in Q2 2026, its #135 holding.
  • Summit Financial first reported a position in Schwab International Equity ETF in Q3 2024 and has held it in 8 quarters since.
  • 1,668 funds tracked by Wall St. Rank held Schwab International Equity ETF as of Q2 2026.

Based on Summit Financial's 13F filing for Q2 2026, filed 12 Aug 2026.