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Cassilly Financial Group’s Schwab International Equity ETF SCHF Stock Holding History

Cassilly Financial 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 		$414K Hold
14,938
– – 0.3% 51
2026
Q1 		$370K Hold
14,938
– – 0.32% 49
2025
Q4 		$359K Buy
+14,938
New +$355K 0.32% 51

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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 $103B AUM 28.65% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return
Corient Private Wealth
Corient Private Wealth Miami, Florida $77.5B AUM 27.94% 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

Cassilly Financial Group's SCHF Position: Q2 2026 in Review

Cassilly Financial Group held its Schwab International Equity ETF (SCHF) position steady in Q2 2026 at 14,938 shares worth $414K. The position accounts for 0.3% of the portfolio, ranked #51.

Cassilly Financial Group first reported a position in SCHF in Q4 2025 and has held it in 3 quarters since. 1,656 funds tracked by Wall St. Rank hold SCHF as of Q2 2026.

  • Cassilly Financial Group held 14,938 shares of Schwab International Equity ETF worth $414K as of Q2 2026.
  • Cassilly Financial Group left its Schwab International Equity ETF share count unchanged in Q2 2026.
  • Schwab International Equity ETF made up 0.3% of Cassilly Financial Group's portfolio in Q2 2026, its #51 holding.
  • Cassilly Financial Group first reported a position in Schwab International Equity ETF in Q4 2025 and has held it in 3 quarters since.
  • 1,656 funds tracked by Wall St. Rank held Schwab International Equity ETF as of Q2 2026.

Based on Cassilly Financial Group's 13F filing for Q2 2026, filed 15 Jul 2026.