Persium Advisors, LLC SCHF — SCHWAB INTERNATIONAL EQUITY ETF

Ownership history in Persium Advisors, LLC  ·  6 quarters on record

AI Ownership Summary

Persium Advisors, LLC reported SCHWAB INTERNATIONAL EQUITY ETF (SCHF) in 6 quarterly 13F filings from 2024 Q4 through 2026 Q1. Peak portfolio weight reached 26.77% in 2026 Q1. The latest visible filing shows SCHF at 26.77% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this SCHF ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Persium Advisors, LLC's position in SCHWAB INTERNATIONAL EQUITY ETF, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q1

SCHF was reported at 26.77% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
26.77% in 2026 Q1

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2024 Q4 to 2026 Q1

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

SCHF stock page Persium Advisors, LLC fund profile Persium Advisors, LLC full holdings
How Persium Advisors, LLC held SCHF — position size vs. price
% of Fund (quarterly)    SCHF price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 6 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 REDUCED — — — 1,374,068 -19,260 -1.4% 26.77% $34.0M 2026-05-01 $26.54
2025 Q4 ADDED — — — 1,393,328 +36,945 +2.7% 24.17% $33.5M 2026-01-21 $25.06
2025 Q3 ADDED — — — 1,356,383 +52,959 +4.1% 23.43% $31.6M 2025-10-17 $22.98
2025 Q2 ADDED — — — 1,303,424 +7,672 +0.6% 23.85% $28.8M 2025-07-08 $21.47
2025 Q1 ADDED — — — 1,295,752 +65,745 +5.3% 24.30% $25.6M 2025-04-11 $18.56
2024 Q4 INITIATED — — — 1,230,007 — — 22.43% $22.8M 2025-01-13 $17.73

🏢 Other funds also holding SCHF

As of 2026 Q1 — sorted by position size

LCW Services, LLC 15.77% ZynergyRetirementPlanningLLC 13.91% BRANDYWINE OAK PRIVATE WEALTH LLC 3Y 7Y 12.17% Gemmer Asset Management LLC 3Y 7Y 11.93% Freestate Advisors LLC 3Y 11.86% Red Tortoise LLC 3Y 11.83% Koesten, Hirschmann & Crabtree, INC. 3Y 11.61% eCIO, Inc. 11.38% Sylvest Advisors, LLC 11.37% TruNorth Capital Management, LLC 10.48%

FAQ About Persium Advisors, LLC and SCHF

These are the practical questions this page is built to answer before you even open the full history table.

How long has Persium Advisors, LLC reported owning SCHF?

Persium Advisors, LLC reported SCHF across 6 quarterly 13F filings, from 2024 Q4 through 2026 Q1.

What was the largest reported SCHF position in Persium Advisors, LLC's portfolio?

The largest reported portfolio weight for SCHF was 26.77% in 2026 Q1.

What is the latest reported SCHF position on this page?

The most recent filing on this page is 2026 Q1, when Persium Advisors, LLC reported 1,374,068 shares, equal to 26.77% of portfolio, with an estimated market value of $34.0M.

What does the chart on this SCHF ownership page compare?

The chart compares Persium Advisors, LLC's quarterly SCHF portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

How well did Persium Advisors, LLC time their SCHF position?

Based on 13F filing dates vs. subsequent SCHF price moves, Persium Advisors, LLC correctly timed 5 out of 5 reported position changes (100%). The annualised alpha on SCHF relative to SPY over the holding period was +14.2%.

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