Trinity Financial Advisors
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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
Q3 		$9.38M Sell
341,501
-1,370
-0.4% -$38.1K 2.41% 14
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

Orgel Wealth Management
Orgel Wealth Management Altoona, Wisconsin $5.3B AUM 8.93% 1-Year Est. Return
McAdam LLC
McAdam LLC Philadelphia, Pennsylvania $2.66B AUM 14.82% 1-Year Est. Return
Rebalance
Rebalance Palo Alto, California $1.94B AUM 8.87% 1-Year Est. Return
Gemmer Asset Management
Gemmer Asset Management Walnut Creek, California $1.53B AUM 31.12% 1-Year Est. Return
Brandywine Oak Private Wealth
Brandywine Oak Private Wealth Kennett Square, Pennsylvania $1.32B AUM 13.4% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Prime Capital Investment Advisors
Prime Capital Investment Advisors Overland Park, Kansas $10.2B AUM 17.74% 1-Year Est. Return
Charles Schwab Trust
Charles Schwab Trust Henderson, Nevada $1.73B AUM 11.35% 1-Year Est. Return
Choreo LLC
Choreo LLC Rockford, Illinois $9.7B AUM 18.43% 1-Year Est. Return
TruNorth Capital Management
TruNorth Capital Management Kalamazoo, Michigan $641M AUM 11.29% 1-Year Est. Return

Trinity Financial Advisors's SCHF Position: Q3 2026 in Review

Trinity Financial Advisors reduced its Schwab International Equity ETF (SCHF) stake by 0.4% in Q3 2026, selling an estimated $38.1K and leaving 341,501 shares worth $9.38M. The position accounts for 2.41% of the portfolio, ranked #14.

Trinity Financial Advisors first reported a position in SCHF in Q4 2020 and has held it in 21 quarters since. The position peaked at $9.5M in Q2 2026. 843 funds tracked by Wall St. Rank hold SCHF as of Q3 2026.

  • Trinity Financial Advisors held 341,501 shares of Schwab International Equity ETF worth $9.38M as of Q3 2026.
  • Trinity Financial Advisors sold 1,370 Schwab International Equity ETF shares in Q3 2026, an estimated $38.1K.
  • Schwab International Equity ETF made up 2.41% of Trinity Financial Advisors's portfolio in Q3 2026, its #14 holding.
  • Trinity Financial Advisors first reported a position in Schwab International Equity ETF in Q4 2020 and has held it in 21 quarters since.
  • Trinity Financial Advisors's Schwab International Equity ETF position peaked at $9.5M in Q2 2026.
  • 843 funds tracked by Wall St. Rank held Schwab International Equity ETF as of Q3 2026.

Based on Trinity Financial Advisors's 13F filing for Q3 2026, filed 9 Oct 2026.