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West Financial Advisors’s Schwab International Equity ETF SCHF Stock Holding History

West Financial 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 		$7.73K Sell
279
-88
-24% -$2.37K ﹤0.01% 143
2026
Q1 		$9.08K Buy
367
+88
+32% +$2.24K ﹤0.01% 140
2025
Q4 		$6.71K Sell
279
-24
-8% -$571 ﹤0.01% 163
2025
Q3 		$7.05K Hold
303
– – ﹤0.01% 146
2025
Q2 		$6.7K Sell
303
-3,512
-92% -$73.1K ﹤0.01% 160
2025
Q1 		$75.5K Buy
3,815
+7
+0.2% +$137 0.01% 86
2024
Q4 		$70.4K Hold
3,808
– – 0.01% 87
2024
Q3 		$78.3K Hold
3,808
– – 0.02% 72
2024
Q2 		$73.2K Buy
3,808
+1,018
+36% +$19.7K 0.02% 72
2024
Q1 		$54.4K Hold
2,790
– – 0.01% 80
2023
Q4 		$51.6K Buy
2,790
+258
+10% +$4.48K 0.01% 79
2023
Q3 		$43K Hold
2,532
– – 0.01% 83
2023
Q2 		$45.1K Hold
2,532
– – 0.01% 81
2023
Q1 		$44.1K Sell
2,532
-50
-2% -$856 0.01% 80
2022
Q4 		$41.6K Sell
2,582
-4,604
-64% -$71.9K 0.01% 80
2022
Q3 		$101K Sell
7,186
-248
-3% -$3.89K 0.03% 78
2022
Q2 		$117K Sell
7,434
-640
-8% -$10.9K 0.03% 72
2022
Q1 		$148K Sell
8,074
-46
-0.6% -$855 0.04% 66
2021
Q4 		$158K Buy
8,120
+208
+3% +$4.08K 0.04% 69
2021
Q3 		$153K Buy
7,912
+350
+5% +$6.96K 0.04% 64
2021
Q2 		$149K Buy
7,562
+230
+3% +$4.55K 0.05% 59
2021
Q1 		$138K Sell
7,332
-48
-0.7% -$895 0.05% 61
2020
Q4 		$133K Buy
+7,380
New +$124K 0.05% 61

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

West Financial Advisors's SCHF Position: Q2 2026 in Review

West Financial Advisors reduced its Schwab International Equity ETF (SCHF) stake by 24% in Q2 2026, selling an estimated $2.37K and leaving 279 shares worth $7.73K. The position accounts for ﹤0.01% of the portfolio, ranked #143.

West Financial Advisors first reported a position in SCHF in Q4 2020 and has held it in 23 quarters since. The position peaked at $158K in Q4 2021. 543 funds tracked by Wall St. Rank hold SCHF as of Q2 2026.

  • West Financial Advisors held 279 shares of Schwab International Equity ETF worth $7.73K as of Q2 2026.
  • West Financial Advisors sold 88 Schwab International Equity ETF shares in Q2 2026, an estimated $2.37K.
  • Schwab International Equity ETF made up ﹤0.01% of West Financial Advisors's portfolio in Q2 2026, its #143 holding.
  • West Financial Advisors first reported a position in Schwab International Equity ETF in Q4 2020 and has held it in 23 quarters since.
  • West Financial Advisors's Schwab International Equity ETF position peaked at $158K in Q4 2021.
  • 543 funds tracked by Wall St. Rank held Schwab International Equity ETF as of Q2 2026.

Based on West Financial Advisors's 13F filing for Q2 2026, filed 8 Jul 2026.