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Synergy Investment Management’s Schwab International Equity ETF SCHF Stock Holding History

Synergy Investment 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 		$171K Sell
6,171
-1,064
-15% -$28.7K 0.04% 189
2026
Q1 		$179K Buy
+7,235
New +$184K 0.06% 143
2025
Q2 		– Sell
-6,160
Closed -$122K – 467
2025
Q1 		$122K Hold
6,160
– – 0.05% 157
2024
Q4 		$114K Buy
+6,160
New +$120K 0.05% 164

Other funds holding SCHF

Northwestern Mutual Wealth Management
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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 $103B AUM 28.65% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return
Corient Private Wealth
Corient Private Wealth Miami, Florida $77.5B AUM 28.19% 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

Synergy Investment Management's SCHF Position: Q2 2026 in Review

Synergy Investment Management reduced its Schwab International Equity ETF (SCHF) stake by 15% in Q2 2026, selling an estimated $28.7K and leaving 6,171 shares worth $171K. The position accounts for 0.04% of the portfolio, ranked #189.

Synergy Investment Management first reported a position in SCHF in Q4 2024 and has held it in 4 quarters since. The position peaked at $179K in Q1 2026. 1,662 funds tracked by Wall St. Rank hold SCHF as of Q2 2026.

  • Synergy Investment Management held 6,171 shares of Schwab International Equity ETF worth $171K as of Q2 2026.
  • Synergy Investment Management sold 1,064 Schwab International Equity ETF shares in Q2 2026, an estimated $28.7K.
  • Schwab International Equity ETF made up 0.04% of Synergy Investment Management's portfolio in Q2 2026, its #189 holding.
  • Synergy Investment Management first reported a position in Schwab International Equity ETF in Q4 2024 and has held it in 4 quarters since.
  • Synergy Investment Management's Schwab International Equity ETF position peaked at $179K in Q1 2026.
  • 1,662 funds tracked by Wall St. Rank held Schwab International Equity ETF as of Q2 2026.

Based on Synergy Investment Management's 13F filing for Q2 2026, filed 14 Aug 2026.