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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
New +$729K 0.61% 40

Other funds holding SCHF

Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
Empower Advisory Group
Empower Advisory Group Greenwood Village, Colorado $41.9B AUM 18.91% 1-Year Est. Return
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 $104B AUM 28.3% 1-Year Est. Return
Betterment LLC
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
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 2025 and has held it in 3 quarters since. The position peaked at $738K in Q1 2026. 1,663 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 2025 and has held it in 3 quarters since.
  • Davis Wealth Advisors's Schwab International Equity ETF position peaked at $738K in Q1 2026.
  • 1,663 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.