Davis Wealth Advisors’s Schwab International Equity ETF SCHF Stock Holding History

Davis Wealth 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	$685K	Sell	24,739 -5,080	-17%	-$137K	0.53%	47
2026 Q1	$738K	Sell	29,819 -861	-3%	-$21.9K	0.61%	43
2025 Q4	$738K	Buy	30,680 +1,555	+5%	+$37K	0.61%	40
2025 Q3	$678K	Hold	29,125	–	–	0.61%	40
2025 Q2	$644K	Sell	29,125 -5,141	-15%	-$107K	0.68%	39
2025 Q1	$678K	Sell	34,266 -4,225	-11%	-$82.9K	0.77%	33
2024 Q4	$712K	Buy	+38,491	New	+$751K	0.78%	32

Other funds holding SCHF

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Empower Advisory Group Greenwood Village, Colorado $41.9B AUM 18.91% 1-Year Est. Return

Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return

Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return

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 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

Davis Wealth Advisors's SCHF Position: Q2 2026 in Review

Davis Wealth Advisors reduced its Schwab International Equity ETF (SCHF) stake by 17% in Q2 2026, selling an estimated $137K and leaving 24,739 shares worth $685K. The position accounts for 0.53% of the portfolio, ranked #47.

Davis Wealth Advisors first reported a position in SCHF in Q4 2024 and has held it in 7 quarters since. The position peaked at $738K in Q1 2026. 1,671 funds tracked by Wall St. Rank hold SCHF as of Q2 2026.

Davis Wealth Advisors held 24,739 shares of Schwab International Equity ETF worth $685K as of Q2 2026.
Davis Wealth Advisors sold 5,080 Schwab International Equity ETF shares in Q2 2026, an estimated $137K.
Schwab International Equity ETF made up 0.53% of Davis Wealth Advisors's portfolio in Q2 2026, its #47 holding.
Davis Wealth Advisors first reported a position in Schwab International Equity ETF in Q4 2024 and has held it in 7 quarters since.
Davis Wealth Advisors's Schwab International Equity ETF position peaked at $738K in Q1 2026.
1,671 funds tracked by Wall St. Rank held Schwab International Equity ETF as of Q2 2026.

Based on Davis Wealth Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.