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

Davies 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
2025
Q4 		– Sell
-11,143
Closed -$259K – 55
2025
Q3 		$259K Buy
11,143
+339
+3% +$7.66K 0.21% 60
2025
Q2 		$239K Buy
+10,804
New +$225K 0.19% 69

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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
Betterment LLC
Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return
Corient Private Wealth
Corient Private Wealth Miami, Florida $72.2B AUM 27.85% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
MMA
Miracle Mile Advisors Los Angeles, California $8.53B AUM 21.43% 1-Year Est. Return

Davies Financial Advisors's SCHF Position: Q4 2025 in Review

Davies Financial Advisors sold out of Schwab International Equity ETF (SCHF) in Q4 2025, closing a stake of 11,143 shares — an estimated $259K sold.

Davies Financial Advisors first reported a position in SCHF in Q2 2025 and held it in 2 quarters. The position peaked at $259K in Q3 2025. 1,550 funds tracked by Wall St. Rank hold SCHF as of Q4 2025.

  • Davies Financial Advisors reported no remaining Schwab International Equity ETF position as of Q4 2025 after selling out during the quarter.
  • Davies Financial Advisors sold 11,143 Schwab International Equity ETF shares in Q4 2025, an estimated $259K.
  • Davies Financial Advisors first reported a position in Schwab International Equity ETF in Q2 2025 and held it in 2 quarters.
  • Davies Financial Advisors's Schwab International Equity ETF position peaked at $259K in Q3 2025.
  • 1,550 funds tracked by Wall St. Rank held Schwab International Equity ETF as of Q4 2025.

Based on Davies Financial Advisors's 13F filing for Q4 2025, filed 27 Jan 2026.