BWG
SCHF icon

Balanced Wealth Group’s Schwab International Equity ETF SCHF Stock Holding History

Balanced Wealth Group’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
Q1 		$339K Buy
13,696
+1,846
+16% +$47K 0.12% 58
2025
Q4 		$278K Buy
11,850
+398
+3% +$9.46K 0.1% 65
2025
Q3 		$253K Hold
11,452
– – 0.11% 64
2025
Q2 		$250K Buy
11,452
+75
+0.7% +$1.56K 0.11% 67
2025
Q1 		$225K Hold
11,377
– – 0.11% 61
2024
Q4 		$220K Buy
11,377
+247
+2% +$4.82K 0.1% 64
2024
Q3 		$229K Hold
11,130
– – 0.1% 63
2024
Q2 		$214K Buy
11,130
+104
+0.9% +$2.01K 0.1% 66
2024
Q1 		$216K Buy
+11,026
New +$206K 0.1% 66

Other funds holding SCHF

Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Empower Advisory Group
Empower Advisory Group Greenwood Village, Colorado $38.5B AUM 18.4% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
Corient Private Wealth
Corient Private Wealth Miami, Florida $69.9B AUM 22.19% 1-Year Est. Return
MMA
Miracle Mile Advisors Los Angeles, California $7.28B AUM 16.22% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return