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 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

Other funds holding SCHF

MMA

Miracle Mile Advisors Los Angeles, California $8.53B AUM 21.43% 1-Year Est. Return

OWM

Orgel Wealth Management Altoona, Wisconsin $5.27B AUM 16.18% 1-Year Est. Return

Rebalance Palo Alto, California $1.91B AUM 16.23% 1-Year Est. Return

GAM

Gemmer Asset Management Walnut Creek, California $1.49B AUM 42.66% 1-Year Est. Return

BOPW

Brandywine Oak Private Wealth Kennett Square, Pennsylvania $1.32B AUM 20.76% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

CST

Charles Schwab Trust Henderson, Nevada $1.79B AUM 17.47% 1-Year Est. Return

TCM

TruNorth Capital Management Kalamazoo, Michigan $623M AUM 18.62% 1-Year Est. Return

MTC

Matrix Trust Company Denver, Colorado $690M AUM 19.61% 1-Year Est. Return

Financial Consulate Hunt Valley, Maryland $899M AUM 20.23% 1-Year Est. Return

Wealth Management Resources's SCHF Position: Q2 2026 in Review

Wealth Management Resources reduced its Schwab International Equity ETF (SCHF) stake by 10% in Q2 2026, selling an estimated $3.08M and leaving 999,438 shares worth $27.7M. The position accounts for 8.54% of the portfolio, ranked #4.

Wealth Management Resources first reported a position in SCHF in Q4 2021 and has held it in 19 quarters since. The position peaked at $30.1M in Q3 2023. 543 funds tracked by Wall St. Rank hold SCHF as of Q2 2026.

Wealth Management Resources held 999,438 shares of Schwab International Equity ETF worth $27.7M as of Q2 2026.
Wealth Management Resources sold 114,361 Schwab International Equity ETF shares in Q2 2026, an estimated $3.08M.
Schwab International Equity ETF made up 8.54% of Wealth Management Resources's portfolio in Q2 2026, its #4 holding.
Wealth Management Resources first reported a position in Schwab International Equity ETF in Q4 2021 and has held it in 19 quarters since.
Wealth Management Resources's Schwab International Equity ETF position peaked at $30.1M in Q3 2023.
543 funds tracked by Wall St. Rank held Schwab International Equity ETF as of Q2 2026.

Based on Wealth Management Resources's 13F filing for Q2 2026, filed 22 Jul 2026.