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YHB Investment Advisors’s Schwab International Equity ETF SCHF Stock Holding History

YHB Investment 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 		$638K Buy
23,029
+1,042
+5% +$28.1K 0.04% 203
2026
Q1 		$544K Buy
21,987
+3,484
+19% +$88.6K 0.04% 206
2025
Q4 		$445K Buy
18,503
+672
+4% +$16K 0.03% 220
2025
Q3 		$415K Buy
17,831
+2,552
+17% +$57.6K 0.03% 222
2025
Q2 		$338K Buy
15,279
+2,425
+19% +$50.5K 0.03% 237
2025
Q1 		$254K Sell
12,854
-370
-3% -$7.26K 0.02% 256
2024
Q4 		$245K Buy
13,224
+304
+2% +$5.93K 0.02% 257
2024
Q3 		$266K Buy
12,920
+168
+1% +$3.32K 0.02% 248
2024
Q2 		$245K Buy
12,752
+1,156
+10% +$22.4K 0.02% 256
2024
Q1 		$226K Sell
11,596
-270
-2% -$5.05K 0.02% 257
2023
Q4 		$219K Buy
+11,866
New +$206K 0.02% 252
2023
Q3 		– Sell
-11,492
Closed -$205K – 281
2023
Q2 		$205K Buy
+11,492
New +$204K 0.02% 273
2022
Q4 		– Sell
-152,078
Closed -$2.14M – 288
2022
Q3 		$2.14M Sell
152,078
-21,142
-12% -$332K 0.24% 99
2022
Q2 		$2.72M Sell
173,220
-9,226
-5% -$157K 0.29% 90
2022
Q1 		$3.35M Buy
182,446
+7,704
+4% +$143K 0.3% 86
2021
Q4 		$3.4M Buy
174,742
+8,912
+5% +$175K 0.27% 90
2021
Q3 		$3.21M Buy
165,830
+10,828
+7% +$215K 0.28% 95
2021
Q2 		$3.06M Buy
155,002
+8,584
+6% +$170K 0.26% 100
2021
Q1 		$2.88M Buy
146,418
+14,726
+11% +$275K 0.25% 102
2020
Q4 		$2.37M Buy
131,692
+6,692
+5% +$113K 0.23% 105
2020
Q3 		$1.96M Buy
+125,000
New +$1.96M 0.21% 105

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
BEI
Benjamin Edwards Inc Clayton, Missouri $11B AUM 18.22% 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

YHB Investment Advisors's SCHF Position: Q2 2026 in Review

YHB Investment Advisors increased its Schwab International Equity ETF (SCHF) stake by 4.7% in Q2 2026, buying an estimated $28.1K and bringing the position to 23,029 shares worth $638K. The position accounts for 0.04% of the portfolio, ranked #203.

YHB Investment Advisors first reported a position in SCHF in Q3 2020 and has held it in 21 quarters since. The position peaked at $3.4M in Q4 2021. 618 funds tracked by Wall St. Rank hold SCHF as of Q2 2026.

  • YHB Investment Advisors held 23,029 shares of Schwab International Equity ETF worth $638K as of Q2 2026.
  • YHB Investment Advisors bought 1,042 Schwab International Equity ETF shares in Q2 2026, an estimated $28.1K.
  • Schwab International Equity ETF made up 0.04% of YHB Investment Advisors's portfolio in Q2 2026, its #203 holding.
  • YHB Investment Advisors first reported a position in Schwab International Equity ETF in Q3 2020 and has held it in 21 quarters since.
  • YHB Investment Advisors's Schwab International Equity ETF position peaked at $3.4M in Q4 2021.
  • 618 funds tracked by Wall St. Rank held Schwab International Equity ETF as of Q2 2026.

Based on YHB Investment Advisors's 13F filing for Q2 2026, filed 14 Jul 2026.