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

Waverly 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 		$69.4M Sell
2,506,255
-54,143
-2% -$1.46M 0.4% 58
2026
Q1 		$63.4M Buy
2,560,398
+1,153,940
+82% +$29.4M 0.47% 44
2025
Q4 		$33.8M Buy
1,406,458
+36,765
+3% +$874K 0.27% 75
2025
Q3 		$31.9M Buy
1,369,693
+42,121
+3% +$951K 0.32% 65
2025
Q2 		$29.3M Buy
1,327,572
+514
+0% +$10.7K 0.32% 63
2025
Q1 		$26.2M Buy
1,327,058
+914,078
+221% +$17.9M 0.32% 73
2024
Q4 		$7.64M Sell
412,980
-238,368
-37% -$4.65M 0.12% 171
2024
Q3 		$13.4M Sell
651,348
-43,114
-6% -$853K 0.25% 83
2024
Q2 		$13.3M Buy
694,462
+27,100
+4% +$525K 0.26% 75
2024
Q1 		$13M Buy
+667,362
New +$12.5M 0.31% 63

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 $104B AUM 28.3% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $59.1B AUM 18.41% 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
SCM
SCS Capital Management Boston, Massachusetts $10.6B AUM 19.73% 1-Year Est. Return

Waverly Advisors's SCHF Position: Q2 2026 in Review

Waverly Advisors reduced its Schwab International Equity ETF (SCHF) stake by 2.1% in Q2 2026, selling an estimated $1.46M and leaving 2,506,255 shares worth $69.4M. The position accounts for 0.4% of the portfolio, ranked #58.

Waverly Advisors first reported a position in SCHF in Q1 2024 and has held it in 10 quarters since. 1,667 funds tracked by Wall St. Rank hold SCHF as of Q2 2026.

  • Waverly Advisors held 2,506,255 shares of Schwab International Equity ETF worth $69.4M as of Q2 2026.
  • Waverly Advisors sold 54,143 Schwab International Equity ETF shares in Q2 2026, an estimated $1.46M.
  • Schwab International Equity ETF made up 0.4% of Waverly Advisors's portfolio in Q2 2026, its #58 holding.
  • Waverly Advisors first reported a position in Schwab International Equity ETF in Q1 2024 and has held it in 10 quarters since.
  • 1,667 funds tracked by Wall St. Rank held Schwab International Equity ETF as of Q2 2026.

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