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Waterford Advisors’s Schwab International Equity ETF SCHF Stock Holding History

Waterford 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 		$5.85M Hold
211,231
– – 1.6% 14
2026
Q1 		$5.06M Sell
211,231
-882
-0.4% -$22.4K 1.61% 15
2025
Q4 		$5.1M Buy
212,113
+305
+0.1% +$7.25K 1.99% 10
2025
Q3 		$4.93M Buy
211,808
+43,857
+26% +$991K 1.7% 14
2025
Q2 		$4.71M Sell
167,951
-45,234
-21% -$942K 1.74% 14
2025
Q1 		$4.22M Sell
213,185
-43,274
-17% -$849K 1.75% 14
2024
Q4 		$4.74M Buy
256,459
+167
+0.1% +$3.26K 2.42% 10
2024
Q3 		$5.27M Sell
256,292
-6,680
-3% -$132K 2.69% 10
2024
Q2 		$5.05M Sell
262,972
-120
-0% -$2.32K 2.12% 15
2024
Q1 		$5.13M Sell
263,092
-6,164
-2% -$115K 2.18% 14
2023
Q4 		$4.98M Sell
269,256
-56,584
-17% -$982K 2.33% 14
2023
Q3 		$5.53M Sell
325,840
-580
-0.2% -$10.2K 3.1% 10
2023
Q2 		$5.82M Sell
326,420
-120
-0% -$2.13K 2.8% 12
2023
Q1 		$5.68M Hold
326,540
– – 3.08% 11
2022
Q4 		$5.26M Buy
+326,540
New +$5.1M 3.06% 11

Other funds holding SCHF

Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
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 27.94% 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

Waterford Advisors's SCHF Position: Q2 2026 in Review

Waterford Advisors held its Schwab International Equity ETF (SCHF) position steady in Q2 2026 at 211,231 shares worth $5.85M. The position accounts for 1.6% of the portfolio, ranked #14.

Waterford Advisors first reported a position in SCHF in Q4 2022 and has held it in 15 quarters since. 1,656 funds tracked by Wall St. Rank hold SCHF as of Q2 2026.

  • Waterford Advisors held 211,231 shares of Schwab International Equity ETF worth $5.85M as of Q2 2026.
  • Waterford Advisors left its Schwab International Equity ETF share count unchanged in Q2 2026.
  • Schwab International Equity ETF made up 1.6% of Waterford Advisors's portfolio in Q2 2026, its #14 holding.
  • Waterford Advisors first reported a position in Schwab International Equity ETF in Q4 2022 and has held it in 15 quarters since.
  • 1,656 funds tracked by Wall St. Rank held Schwab International Equity ETF as of Q2 2026.

Based on Waterford Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.