Visionary Wealth Advisors SCHF holdings history
SCHWAB INTL EQUITY ETF · CUSIP 808524805 · CIK 1802984
As of 2026-06-30, Visionary Wealth Advisors reported 1.87M SCHF (shares), valued at $51.81M, or 2.05% of its reported non-derivative portfolio. Filed 2026-08-13.
Verify history & sources →Shares increased 0.10%; reported value increased 12.03%, and weight changed +0.00 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds.
Left: % · Right: Shares · Independently scaled axes
Exact data and methodology
Axes scale independently; a crossing does not mean equal values. Weight uses each quarter's total reported non-derivative value. Same CUSIP; missing quarters are gaps, not zero. Revised history may include later disclosures.
| Quarter | Weight | Quantity | Source |
|---|---|---|---|
| Q2 2026 | 2.05% | 1,870,532 | SEC filing ↗Filed Aug 13, 2026 |
| Q1 2026 | 2.05% | 1,868,703 | SEC filing ↗Filed May 13, 2026 |
| Q4 2025 | 1.98% | 1,823,215 | SEC filing ↗Filed Feb 13, 2026 |
| Q3 2025 | 1.79% | 1,648,070 | SEC filing ↗Filed Nov 13, 2025 |
| Q2 2025 | 1.73% | 1,536,938 | SEC filing ↗Filed Aug 14, 2025 |
| Q1 2025 | 2.19% | 1,848,300 | SEC filing ↗Filed May 14, 2025 |
| Q4 2024 | 2.03% | 1,870,325 | SEC filing ↗Filed Feb 14, 2025 |
| Q3 2024 | 2.50% | 1,000,381 | SEC filing ↗Filed Nov 12, 2024 |
| Q2 2024 | 2.56% | 1,020,750 | SEC filing ↗Filed Aug 13, 2024 |
| Q1 2024 | 2.69% | 1,020,833 | SEC filing ↗Filed May 15, 2024 |
| Q4 2023 | 2.89% | 1,064,617 | SEC filing ↗Filed Feb 14, 2024 |
| Q3 2023 | 2.99% | 1,085,921 | SEC filing ↗Filed Nov 13, 2023 |
History & evidence by quarter
| Quarter | Weight | Quantity | Value | Change explained | Source |
|---|---|---|---|---|---|
| Q3 2023 | 2.99% | 1,085,921 | $36.88M | The prior quarter is outside the free window. Sign in for the comparison. | SEC filing ↗ Filed Nov 13, 2023 |
| Q4 2023 | 2.89% | 1,064,617 | $39.35M | Shares decreased 1.96%; reported value increased 6.70%, and weight changed -0.10 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Feb 14, 2024 |
| Q1 2024 | 2.69% | 1,020,833 | $39.83M | Shares decreased 4.11%; reported value increased 1.23%, and weight changed -0.20 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed May 15, 2024 |
| Q2 2024 | 2.56% | 1,020,750 | $39.22M | Shares decreased 0.01%; reported value decreased 1.55%, and weight changed -0.13 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Aug 13, 2024 |
| Q3 2024 | 2.50% | 1,000,381 | $41.14M | Shares decreased 2.00%; reported value increased 4.89%, and weight changed -0.06 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Nov 12, 2024 |
| Q4 2024 | 2.03% | 1,870,325 | $34.60M | Shares increased 86.96%; reported value decreased 15.89%, and weight changed -0.47 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Feb 14, 2025 |
| Q1 2025 | 2.19% | 1,848,300 | $36.56M | Shares decreased 1.18%; reported value increased 5.66%, and weight changed +0.16 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed May 14, 2025 |
| Q2 2025 | 1.73% | 1,536,938 | $33.97M | Shares decreased 16.85%; reported value decreased 7.09%, and weight changed -0.46 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Aug 14, 2025 |
| Q3 2025 | 1.79% | 1,648,070 | $38.37M | Shares increased 7.23%; reported value increased 12.96%, and weight changed +0.06 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Nov 13, 2025 |
| Q4 2025 | 1.98% | 1,823,215 | $43.83M | Shares increased 10.63%; reported value increased 14.24%, and weight changed +0.19 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Feb 13, 2026 |
| Q1 2026 | 2.05% | 1,868,703 | $46.25M | Shares increased 2.49%; reported value increased 5.52%, and weight changed +0.07 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed May 13, 2026 |
| Q2 2026 | 2.05% | 1,870,532 | $51.81M | Shares increased 0.10%; reported value increased 12.03%, and weight changed +0.00 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Aug 13, 2026 |
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