BERTHEL, FISHER & COMPANY FINANCIAL SERVICES, INC.’s Schwab International Equity ETF SCHF Stock Holding History

BERTHEL, FISHER & COMPANY FINANCIAL SERVICES, INC.’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	–	Sell	-2,798	Closed	-$77.5K	–	2405
2026 Q2	$77.5K	Buy	2,798 +16	+0.6%	+$431	0.01%	806
2026 Q1	$68.8K	Hold	2,782	–	–	0.01%	879
2025 Q4	$66.9K	Sell	2,782 -1,823	-40%	-$43.3K	0.01%	901
2025 Q3	$107K	Sell	4,605 -200	-4%	-$4.52K	0.02%	695
2025 Q2	$106K	Buy	4,805 +218	+5%	+$4.54K	0.02%	683
2025 Q1	$90.7K	Buy	4,587 +700	+18%	+$13.7K	0.02%	731
2024 Q4	$71.9K	Sell	3,887 -2,901	-43%	-$56.6K	0.01%	760
2024 Q3	$140K	Buy	+6,788	New	+$134K	0.02%	604

Other funds holding SCHF

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Empower Advisory Group Greenwood Village, Colorado $42.4B AUM 11.51% 1-Year Est. Return

Wealthfront Advisers Palo Alto, California $52.7B AUM 16.5% 1-Year Est. Return

Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $106B AUM 21.33% 1-Year Est. Return

Miracle Mile Advisors Los Angeles, California $8.91B AUM 15.32% 1-Year Est. Return

SCS Capital Management Boston, Massachusetts $11.2B AUM 12.39% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $273B AUM 15.34% 1-Year Est. Return

Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return

Jane Street New York $1.19T AUM 51.51% 1-Year Est. Return

BERTHEL, FISHER & COMPANY FINANCIAL SERVICES, INC.'s SCHF Position: Q3 2026 in Review

BERTHEL, FISHER & COMPANY FINANCIAL SERVICES, INC. sold out of Schwab International Equity ETF (SCHF) in Q3 2026, closing a stake of 2,798 shares — an estimated $77.5K sold.

BERTHEL, FISHER & COMPANY FINANCIAL SERVICES, INC. first reported a position in SCHF in Q3 2024 and held it in 8 quarters. The position peaked at $140K in Q3 2024. 1,550 funds tracked by Wall St. Rank hold SCHF as of Q3 2026.

BERTHEL, FISHER & COMPANY FINANCIAL SERVICES, INC. reported no remaining Schwab International Equity ETF position as of Q3 2026 after selling out during the quarter.
BERTHEL, FISHER & COMPANY FINANCIAL SERVICES, INC. sold 2,798 Schwab International Equity ETF shares in Q3 2026, an estimated $77.5K.
BERTHEL, FISHER & COMPANY FINANCIAL SERVICES, INC. first reported a position in Schwab International Equity ETF in Q3 2024 and held it in 8 quarters.
BERTHEL, FISHER & COMPANY FINANCIAL SERVICES, INC.'s Schwab International Equity ETF position peaked at $140K in Q3 2024.
1,550 funds tracked by Wall St. Rank held Schwab International Equity ETF as of Q3 2026.

Based on BERTHEL, FISHER & COMPANY FINANCIAL SERVICES, INC.'s 13F filing for Q3 2026, filed 13 Nov 2026.