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Summit Trail Advisors’s Schwab International Equity ETF SCHF Stock Holding History

Summit Trail Advisors’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 		$741K Sell
26,736
-5,250
-16% -$142K 0.01% 1094
2026
Q1 		$792K Sell
31,986
-8,422
-21% -$214K 0.01% 1016
2025
Q4 		$971K Hold
40,408
– – 0.02% 833
2025
Q3 		$941K Hold
40,408
– – 0.01% 868
2025
Q2 		$893K Buy
+40,408
New +$841K 0.02% 521
2024
Q4 		– Sell
-40,408
Closed -$831K – 692
2024
Q3 		$831K Buy
40,408
+11,330
+39% +$224K 0.02% 298
2024
Q2 		$564K Buy
29,078
+9,088
+45% +$176K 0.01% 345
2024
Q1 		$390K Buy
19,990
+278
+1% +$5.2K 0.01% 395
2023
Q4 		$364K Hold
19,712
– – 0.01% 350
2023
Q3 		$335K Hold
19,712
– – 0.01% 352
2023
Q2 		$351K Hold
19,712
– – 0.01% 337
2023
Q1 		$343K Sell
19,712
-110
-0.6% -$1.88K 0.01% 291
2022
Q4 		$319K Buy
19,822
+110
+0.6% +$1.72K 0.01% 267
2022
Q3 		$277K Sell
19,712
-2,612
-12% -$41K 0.02% 272
2022
Q2 		$351K Sell
22,324
-16,230
-42% -$276K 0.02% 243
2022
Q1 		$708K Buy
38,554
+24,384
+172% +$453K 0.06% 130
2021
Q4 		$276K Buy
+14,170
New +$278K 0.02% 241
2018
Q2 		– Sell
-13,870
Closed -$240K – 643
2018
Q1 		$240K Buy
13,870
+4,524
+48% +$77.9K 0.04% 330
2017
Q4 		$169K Buy
+9,346
New +$159K 0.02% 487

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 Trail Advisors's SCHF Position: Q2 2026 in Review

Summit Trail Advisors reduced its Schwab International Equity ETF (SCHF) stake by 16% in Q2 2026, selling an estimated $142K and leaving 26,736 shares worth $741K. The position accounts for 0.01% of the portfolio, ranked #1094.

Summit Trail Advisors first reported a position in SCHF in Q4 2017 and has held it in 19 quarters since. The position peaked at $971K in Q4 2025. 1,667 funds tracked by Wall St. Rank hold SCHF as of Q2 2026.

  • Summit Trail Advisors held 26,736 shares of Schwab International Equity ETF worth $741K as of Q2 2026.
  • Summit Trail Advisors sold 5,250 Schwab International Equity ETF shares in Q2 2026, an estimated $142K.
  • Schwab International Equity ETF made up 0.01% of Summit Trail Advisors's portfolio in Q2 2026, its #1094 holding.
  • Summit Trail Advisors first reported a position in Schwab International Equity ETF in Q4 2017 and has held it in 19 quarters since.
  • Summit Trail Advisors's Schwab International Equity ETF position peaked at $971K in Q4 2025.
  • 1,667 funds tracked by Wall St. Rank held Schwab International Equity ETF as of Q2 2026.

Based on Summit Trail Advisors's 13F filing for Q2 2026, filed 11 Aug 2026.