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Beacon Financial Strategies’s Schwab International Equity ETF SCHF Stock Holding History

Beacon Financial Strategies’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 		$7.15K Hold
258
– – ﹤0.01% 174
2026
Q1 		$6.39K Hold
258
– – ﹤0.01% 145
2025
Q4 		$6.2K Buy
+258
New +$6.13K ﹤0.01% 151

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OWM
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R
Rebalance Palo Alto, California $1.91B AUM 16.23% 1-Year Est. Return
GAM
Gemmer Asset Management Walnut Creek, California $1.49B AUM 42.66% 1-Year Est. Return
BOPW
Brandywine Oak Private Wealth Kennett Square, Pennsylvania $1.32B AUM 20.76% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
CST
Charles Schwab Trust Henderson, Nevada $1.79B AUM 17.47% 1-Year Est. Return
TCM
TruNorth Capital Management Kalamazoo, Michigan $623M AUM 18.62% 1-Year Est. Return
MTC
Matrix Trust Company Denver, Colorado $690M AUM 19.61% 1-Year Est. Return
FC
Financial Consulate Hunt Valley, Maryland $899M AUM 20.23% 1-Year Est. Return

Beacon Financial Strategies's SCHF Position: Q2 2026 in Review

Beacon Financial Strategies held its Schwab International Equity ETF (SCHF) position steady in Q2 2026 at 258 shares worth $7.15K. The position accounts for ﹤0.01% of the portfolio, ranked #174.

Beacon Financial Strategies first reported a position in SCHF in Q4 2025 and has held it in 3 quarters since. 550 funds tracked by Wall St. Rank hold SCHF as of Q2 2026.

  • Beacon Financial Strategies held 258 shares of Schwab International Equity ETF worth $7.15K as of Q2 2026.
  • Beacon Financial Strategies left its Schwab International Equity ETF share count unchanged in Q2 2026.
  • Schwab International Equity ETF made up ﹤0.01% of Beacon Financial Strategies's portfolio in Q2 2026, its #174 holding.
  • Beacon Financial Strategies first reported a position in Schwab International Equity ETF in Q4 2025 and has held it in 3 quarters since.
  • 550 funds tracked by Wall St. Rank held Schwab International Equity ETF as of Q2 2026.

Based on Beacon Financial Strategies's 13F filing for Q2 2026, filed 8 Jul 2026.