Wealth Management Resources
SCHF icon

Wealth Management Resources’s Schwab International Equity ETF SCHF Stock Holding History

Wealth Management Resources’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 		$27.9M Buy
1,017,108
+17,670
+2% +$492K 8.63% 4
2026
Q2 		$27.7M Sell
999,438
-114,361
-10% -$3.08M 8.54% 4
2026
Q1 		$27.6M Buy
1,113,799
+1,886
+0.2% +$48K 9.6% 4
2025
Q4 		$26.7M Buy
1,111,913
+355,013
+47% +$8.44M 9.41% 4
2025
Q3 		$17.6M Buy
756,900
+13,749
+2% +$311K 5.7% 6
2025
Q2 		$16.4M Sell
743,151
-16,895
-2% -$352K 5.61% 7
2025
Q1 		$15M Buy
760,046
+10,158
+1% +$199K 5.46% 8
2024
Q4 		$13.9M Buy
749,888
+451,460
+151% +$8.81M 5.12% 8
2024
Q3 		$6.02M Buy
298,428
+24,494
+9% +$484K 2.41% 16
2024
Q2 		$5.26M Buy
273,934
+27,414
+11% +$531K 2.26% 16
2024
Q1 		$4.81M Buy
246,520
+38,838
+19% +$726K 2.08% 17
2023
Q4 		$3.84M Buy
207,682
+29,578
+17% +$513K 1.8% 19
2023
Q3 		$30.1M Buy
178,104
+30,596
+21% +$540K 14.56% 1
2023
Q2 		$2.63M Buy
147,508
+53,500
+57% +$950K 1.53% 16
2023
Q1 		$1.65M Buy
94,008
+17,696
+23% +$303K 1.02% 18
2022
Q4 		$1.23M Buy
76,312
+8,006
+12% +$125K 0.8% 18
2022
Q3 		$960K Buy
68,306
+9,012
+15% +$141K 0.64% 20
2022
Q2 		$932K Buy
59,294
+3,060
+5% +$52.1K 0.57% 21
2022
Q1 		$1.03M Buy
56,234
+4,074
+8% +$75.7K 0.71% 20
2021
Q4 		$1.01M Buy
+52,160
New +$1.02M 0.65% 23

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Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $52.7B AUM 16.5% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $106B AUM 21.33% 1-Year Est. Return
Miracle Mile Advisors
Miracle Mile Advisors Los Angeles, California $8.91B AUM 15.32% 1-Year Est. Return
SCS Capital Management
SCS Capital Management Boston, Massachusetts $11.2B AUM 12.39% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $273B AUM 15.34% 1-Year Est. Return
Jane Street
Jane Street New York $1.19T AUM 51.51% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $92B AUM 22.91% 1-Year Est. Return
Orgel Wealth Management
Orgel Wealth Management Altoona, Wisconsin $5.3B AUM 8.93% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $100B AUM 26.06% 1-Year Est. Return

Wealth Management Resources's SCHF Position: Q3 2026 in Review

Wealth Management Resources increased its Schwab International Equity ETF (SCHF) stake by 1.8% in Q3 2026, buying an estimated $492K and bringing the position to 1,017,108 shares worth $27.9M. The position accounts for 8.63% of the portfolio, ranked #4.

Wealth Management Resources first reported a position in SCHF in Q4 2021 and has held it in 20 quarters since. The position peaked at $30.1M in Q3 2023. 1,466 funds tracked by Wall St. Rank hold SCHF as of Q3 2026.

  • Wealth Management Resources held 1,017,108 shares of Schwab International Equity ETF worth $27.9M as of Q3 2026.
  • Wealth Management Resources bought 17,670 Schwab International Equity ETF shares in Q3 2026, an estimated $492K.
  • Schwab International Equity ETF made up 8.63% of Wealth Management Resources's portfolio in Q3 2026, its #4 holding.
  • Wealth Management Resources first reported a position in Schwab International Equity ETF in Q4 2021 and has held it in 20 quarters since.
  • Wealth Management Resources's Schwab International Equity ETF position peaked at $30.1M in Q3 2023.
  • 1,466 funds tracked by Wall St. Rank held Schwab International Equity ETF as of Q3 2026.

Based on Wealth Management Resources's 13F filing for Q3 2026, filed 21 Oct 2026.