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Trinity Financial Advisors’s Schwab International Equity ETF SCHF Stock Holding History

Trinity Financial 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 		$9.5M Buy
342,871
+2,770
+0.8% +$74.7K 2.44% 12
2026
Q1 		$8.42M Sell
340,101
-31,197
-8% -$794K 2.4% 12
2025
Q4 		$8.93M Buy
371,298
+6,139
+2% +$146K 2.5% 12
2025
Q3 		$8.5M Buy
365,159
+14,339
+4% +$324K 2.45% 13
2025
Q2 		$7.75M Buy
350,820
+2,295
+0.7% +$47.8K 2.37% 14
2025
Q1 		$6.79M Sell
348,525
-7,548
-2% -$148K 2.45% 12
2024
Q4 		$6.57M Buy
356,073
+3,405
+1% +$66.5K 2.49% 12
2024
Q3 		$6.26M Sell
352,668
-7,760
-2% -$153K 2.8% 11
2024
Q2 		$6.99M Buy
360,428
+5,834
+2% +$113K 3.13% 8
2024
Q1 		$6.92M Buy
354,594
+41,016
+13% +$767K 3.11% 9
2023
Q4 		$5.79M Buy
313,578
+290,672
+1,269% +$5.04M 2.83% 10
2023
Q3 		$389K Sell
22,906
-680
-3% -$12K 0.21% 47
2023
Q2 		$420K Buy
23,586
+340
+1% +$6.04K 0.23% 46
2023
Q1 		$404K Hold
23,246
– – 0.25% 44
2022
Q4 		$374K Sell
23,246
-73,150
-76% -$1.14M 0.25% 42
2022
Q3 		$1.36M Sell
96,396
-10,328
-10% -$162K 0.98% 17
2022
Q2 		$1.68M Buy
106,724
+20,460
+24% +$348K 1.24% 15
2022
Q1 		$1.58M Buy
86,264
+41,610
+93% +$773K 0.99% 16
2021
Q4 		$868K Buy
+44,654
New +$877K 0.51% 18
2021
Q1 		– Sell
-48,610
Closed -$875K – 52
2020
Q4 		$875K Buy
+48,610
New +$820K 0.79% 18

Other funds holding SCHF

MMA
Miracle Mile Advisors Los Angeles, California $8.53B AUM 21.43% 1-Year Est. Return
OWM
Orgel Wealth Management Altoona, Wisconsin $5.27B AUM 16.18% 1-Year Est. Return
APP
Avantax Planning Partners Dubuque, Iowa $4.02B AUM 20% 1-Year Est. Return
R
Rebalance Palo Alto, California $1.91B AUM 16.23% 1-Year Est. Return
SCM
Steele Capital Management Dubuque, Iowa $2.72B AUM 21.58% 1-Year Est. Return
GAM
Gemmer Asset Management Walnut Creek, California $1.49B AUM 42.66% 1-Year Est. Return
BOPW
Brandywine Oak Private Wealth Kennett Square, Pennsylvania $1.32B AUM 20.76% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
JFG
JMG Financial Group Downers Grove, Illinois $4.14B AUM 21.49% 1-Year Est. Return
CST
Charles Schwab Trust Henderson, Nevada $1.79B AUM 17.47% 1-Year Est. Return

Trinity Financial Advisors's SCHF Position: Q2 2026 in Review

Trinity Financial Advisors increased its Schwab International Equity ETF (SCHF) stake by 0.81% in Q2 2026, buying an estimated $74.7K and bringing the position to 342,871 shares worth $9.5M. The position accounts for 2.44% of the portfolio, ranked #12.

Trinity Financial Advisors first reported a position in SCHF in Q4 2020 and has held it in 20 quarters since. 886 funds tracked by Wall St. Rank hold SCHF as of Q2 2026.

  • Trinity Financial Advisors held 342,871 shares of Schwab International Equity ETF worth $9.5M as of Q2 2026.
  • Trinity Financial Advisors bought 2,770 Schwab International Equity ETF shares in Q2 2026, an estimated $74.7K.
  • Schwab International Equity ETF made up 2.44% of Trinity Financial Advisors's portfolio in Q2 2026, its #12 holding.
  • Trinity Financial Advisors first reported a position in Schwab International Equity ETF in Q4 2020 and has held it in 20 quarters since.
  • 886 funds tracked by Wall St. Rank held Schwab International Equity ETF as of Q2 2026.

Based on Trinity Financial Advisors's 13F filing for Q2 2026, filed 6 Jul 2026.