Values Added Financial’s Schwab International Equity ETF SCHF Stock Holding History

Values Added Financial’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	$622K	Hold	22,659	–	–	0.22%	68
2026 Q2	$628K	Hold	22,659	–	–	0.23%	73
2026 Q1	$561K	Sell	22,659 -2,280	-9%	-$58K	0.24%	70
2025 Q4	$600K	Sell	24,939 -730	-3%	-$17.4K	0.25%	68
2025 Q3	$598K	Hold	25,669	–	–	0.27%	67
2025 Q2	$567K	Hold	25,669	–	–	0.28%	68
2025 Q1	$508K	Sell	25,669 -877	-3%	-$17.2K	0.28%	65
2024 Q4	$491K	Sell	26,546 -366	-1%	-$7.14K	0.28%	65
2024 Q3	$553K	Buy	26,912 +366	+1%	+$7.24K	0.35%	53
2024 Q2	$510K	Buy	26,546 +58	+0.2%	+$1.12K	0.37%	52
2024 Q1	$517K	Hold	26,488	–	–	0.4%	51
2023 Q4	$489K	Sell	26,488 -10,360	-28%	-$180K	0.4%	46
2023 Q3	$626K	Hold	36,848	–	–	0.57%	37
2023 Q2	$657K	Buy	+36,848	New	+$654K	0.62%	32

Other funds holding SCHF

Orgel Wealth Management Altoona, Wisconsin $5.3B AUM 8.93% 1-Year Est. Return

McAdam LLC Philadelphia, Pennsylvania $2.66B AUM 14.82% 1-Year Est. Return

Rebalance Palo Alto, California $1.94B AUM 8.87% 1-Year Est. Return

Gemmer Asset Management Walnut Creek, California $1.53B AUM 31.12% 1-Year Est. Return

Brandywine Oak Private Wealth Kennett Square, Pennsylvania $1.32B AUM 13.4% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Prime Capital Investment Advisors Overland Park, Kansas $10.2B AUM 17.74% 1-Year Est. Return

Charles Schwab Trust Henderson, Nevada $1.73B AUM 11.35% 1-Year Est. Return

Choreo LLC Rockford, Illinois $9.7B AUM 18.43% 1-Year Est. Return

TruNorth Capital Management Kalamazoo, Michigan $641M AUM 11.29% 1-Year Est. Return

Values Added Financial's SCHF Position: Q3 2026 in Review

Values Added Financial held its Schwab International Equity ETF (SCHF) position steady in Q3 2026 at 22,659 shares worth $622K. The position accounts for 0.22% of the portfolio, ranked #68.

Values Added Financial first reported a position in SCHF in Q2 2023 and has held it in 14 quarters since. The position peaked at $657K in Q2 2023. 829 funds tracked by Wall St. Rank hold SCHF as of Q3 2026.

Values Added Financial held 22,659 shares of Schwab International Equity ETF worth $622K as of Q3 2026.
Values Added Financial left its Schwab International Equity ETF share count unchanged in Q3 2026.
Schwab International Equity ETF made up 0.22% of Values Added Financial's portfolio in Q3 2026, its #68 holding.
Values Added Financial first reported a position in Schwab International Equity ETF in Q2 2023 and has held it in 14 quarters since.
Values Added Financial's Schwab International Equity ETF position peaked at $657K in Q2 2023.
829 funds tracked by Wall St. Rank held Schwab International Equity ETF as of Q3 2026.

Based on Values Added Financial's 13F filing for Q3 2026, filed 28 Oct 2026.