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Ballast Financial Advisors’s Schwab International Equity ETF SCHF Stock Holding History

Ballast Financial Advisors’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 		$3.82M Sell
138,002
-586
-0.4% -$15.8K 3.46% 8
2026
Q1 		$3.43M Sell
138,588
-206
-0.1% -$5.24K 3.52% 8
2025
Q4 		$3.34M Buy
+138,794
New +$3.3M 3.44% 8

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

Ballast Financial Advisors's SCHF Position: Q2 2026 in Review

Ballast Financial Advisors reduced its Schwab International Equity ETF (SCHF) stake by 0.42% in Q2 2026, selling an estimated $15.8K and leaving 138,002 shares worth $3.82M. The position accounts for 3.46% of the portfolio, ranked #8.

Ballast Financial Advisors first reported a position in SCHF in Q4 2025 and has held it in 3 quarters since. 1,671 funds tracked by Wall St. Rank hold SCHF as of Q2 2026.

  • Ballast Financial Advisors held 138,002 shares of Schwab International Equity ETF worth $3.82M as of Q2 2026.
  • Ballast Financial Advisors sold 586 Schwab International Equity ETF shares in Q2 2026, an estimated $15.8K.
  • Schwab International Equity ETF made up 3.46% of Ballast Financial Advisors's portfolio in Q2 2026, its #8 holding.
  • Ballast Financial Advisors first reported a position in Schwab International Equity ETF in Q4 2025 and has held it in 3 quarters since.
  • 1,671 funds tracked by Wall St. Rank held Schwab International Equity ETF as of Q2 2026.

Based on Ballast Financial Advisors's 13F filing for Q2 2026, filed 13 Aug 2026.