Zynergy Retirement Planning’s Schwab International Equity ETF SCHF Stock Holding History

Zynergy Retirement Planning’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	$25.7M	Sell	926,996 -2,605	-0.3%	-$70.2K	13.92%	3
2026 Q1	$23M	Sell	929,601 -10,998	-1%	-$280K	13.91%	3
2025 Q4	$22.6M	Buy	940,599 +2,658	+0.3%	+$63.2K	13.91%	3
2025 Q3	$21.8M	Sell	937,941 -1,833	-0.2%	-$41.4K	13.77%	3
2025 Q2	$20.8M	Buy	939,774 +23,163	+3%	+$482K	13.93%	3
2025 Q1	$17M	Buy	916,611 +478,479	+109%	+$9.39M	12.03%	3
2024 Q4	$18M	Sell	438,132 -438,132	-50%	-$8.55M	12.69%	3
2024 Q3	$18M	Buy	876,264 +2,674	+0.3%	+$52.9K	12.69%	3
2024 Q2	$16.8M	Buy	+873,590	New	+$16.9M	12.85%	3

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

Zynergy Retirement Planning's SCHF Position: Q2 2026 in Review

Zynergy Retirement Planning reduced its Schwab International Equity ETF (SCHF) stake by 0.28% in Q2 2026, selling an estimated $70.2K and leaving 926,996 shares worth $25.7M. The position accounts for 13.92% of the portfolio, ranked #3.

Zynergy Retirement Planning first reported a position in SCHF in Q2 2024 and has held it in 9 quarters since. 576 funds tracked by Wall St. Rank hold SCHF as of Q2 2026.

Zynergy Retirement Planning held 926,996 shares of Schwab International Equity ETF worth $25.7M as of Q2 2026.
Zynergy Retirement Planning sold 2,605 Schwab International Equity ETF shares in Q2 2026, an estimated $70.2K.
Schwab International Equity ETF made up 13.92% of Zynergy Retirement Planning's portfolio in Q2 2026, its #3 holding.
Zynergy Retirement Planning first reported a position in Schwab International Equity ETF in Q2 2024 and has held it in 9 quarters since.
576 funds tracked by Wall St. Rank held Schwab International Equity ETF as of Q2 2026.

Based on Zynergy Retirement Planning's 13F filing for Q2 2026, filed 17 Jul 2026.