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UP Strategic Wealth Investment Advisors’s Schwab International Equity ETF SCHF Stock Holding History

UP Strategic Wealth Investment 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 		$209K Hold
7,467
– – 0.12% 95
2026
Q1 		$201K Buy
+7,467
New +$190K 0.13% 94

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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

UP Strategic Wealth Investment Advisors's SCHF Position: Q2 2026 in Review

UP Strategic Wealth Investment Advisors held its Schwab International Equity ETF (SCHF) position steady in Q2 2026 at 7,467 shares worth $209K. The position accounts for 0.12% of the portfolio, ranked #95.

UP Strategic Wealth Investment Advisors first reported a position in SCHF in Q1 2026 and has held it in 2 quarters since. 1,662 funds tracked by Wall St. Rank hold SCHF as of Q2 2026.

  • UP Strategic Wealth Investment Advisors held 7,467 shares of Schwab International Equity ETF worth $209K as of Q2 2026.
  • UP Strategic Wealth Investment Advisors left its Schwab International Equity ETF share count unchanged in Q2 2026.
  • Schwab International Equity ETF made up 0.12% of UP Strategic Wealth Investment Advisors's portfolio in Q2 2026, its #95 holding.
  • UP Strategic Wealth Investment Advisors first reported a position in Schwab International Equity ETF in Q1 2026 and has held it in 2 quarters since.
  • 1,662 funds tracked by Wall St. Rank held Schwab International Equity ETF as of Q2 2026.

Based on UP Strategic Wealth Investment Advisors's 13F filing for Q2 2026, filed 7 Aug 2026.