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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
Q3 		$410K Hold
14,938
– – 0.28% 56
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

Other funds holding SCHF

FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
MTC
Matrix Trust Company Denver, Colorado $688M AUM 12.13% 1-Year Est. Return
PA
Persium Advisors Atlanta, Georgia $191M AUM 23.01% 1-Year Est. Return
AWE
Avidian Wealth Enterprises Houston, Texas $3.59B AUM 17.8% 1-Year Est. Return
BCM
Boltwood Capital Management Walnut Creek, California $443M AUM 17.72% 1-Year Est. Return
BSB
Bangor Savings Bank Bangor, Maine $1.31B AUM 12.25% 1-Year Est. Return
MHR
Matthew Hamilton Rosenberg $558M AUM 12.28% 1-Year Est. Return
ZRP
Zynergy Retirement Planning Red Bank, New Jersey $187M AUM 7.78% 1-Year Est. Return
SWM
SigFig Wealth Management San Francisco, California $4B AUM 10.86% 1-Year Est. Return
DCM
Davis Capital Management Jacksonville, Florida $167M AUM 17.17% 1-Year Est. Return

Cassilly Financial Group's SCHF Position: Q3 2026 in Review

Cassilly Financial Group held its Schwab International Equity ETF (SCHF) position steady in Q3 2026 at 14,938 shares worth $410K. The position accounts for 0.28% of the portfolio, ranked #56.

Cassilly Financial Group first reported a position in SCHF in Q4 2025 and has held it in 4 quarters since. The position peaked at $414K in Q2 2026. 68 funds tracked by Wall St. Rank hold SCHF as of Q3 2026.

  • Cassilly Financial Group held 14,938 shares of Schwab International Equity ETF worth $410K as of Q3 2026.
  • Cassilly Financial Group left its Schwab International Equity ETF share count unchanged in Q3 2026.
  • Schwab International Equity ETF made up 0.28% of Cassilly Financial Group's portfolio in Q3 2026, its #56 holding.
  • Cassilly Financial Group first reported a position in Schwab International Equity ETF in Q4 2025 and has held it in 4 quarters since.
  • Cassilly Financial Group's Schwab International Equity ETF position peaked at $414K in Q2 2026.
  • 68 funds tracked by Wall St. Rank held Schwab International Equity ETF as of Q3 2026.

Based on Cassilly Financial Group's 13F filing for Q3 2026, filed 7 Oct 2026.