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
Q2 		$382K Buy
13,778
+82
+0.6% +$2.21K 0.12% 57
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 $187B AUM 21.7% 1-Year Est. Return
Empower Advisory Group
Empower Advisory Group Greenwood Village, Colorado $41.9B AUM 18.91% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return
MMA
Miracle Mile Advisors Los Angeles, California $8.53B AUM 21.43% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return
SCM
SCS Capital Management Boston, Massachusetts $10.6B AUM 19.73% 1-Year Est. Return

Balanced Wealth Group's SCHF Position: Q2 2026 in Review

Balanced Wealth Group increased its Schwab International Equity ETF (SCHF) stake by 0.6% in Q2 2026, buying an estimated $2.21K and bringing the position to 13,778 shares worth $382K. The position accounts for 0.12% of the portfolio, ranked #57.

Balanced Wealth Group first reported a position in SCHF in Q1 2024 and has held it in 10 quarters since. 1,667 funds tracked by Wall St. Rank hold SCHF as of Q2 2026.

  • Balanced Wealth Group held 13,778 shares of Schwab International Equity ETF worth $382K as of Q2 2026.
  • Balanced Wealth Group bought 82 Schwab International Equity ETF shares in Q2 2026, an estimated $2.21K.
  • Schwab International Equity ETF made up 0.12% of Balanced Wealth Group's portfolio in Q2 2026, its #57 holding.
  • Balanced Wealth Group first reported a position in Schwab International Equity ETF in Q1 2024 and has held it in 10 quarters since.
  • 1,667 funds tracked by Wall St. Rank held Schwab International Equity ETF as of Q2 2026.

Based on Balanced Wealth Group's 13F filing for Q2 2026, filed 10 Aug 2026.