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

Elevated 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 		$1.95M Sell
70,371
-529
-0.7% -$14.3K 0.53% 28
2026
Q1 		$1.75M Sell
70,900
-6,617
-9% -$168K 0.57% 27
2025
Q4 		$1.86M Buy
+77,517
New +$1.84M 0.64% 24

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 $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

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

Elevated Financial Group reduced its Schwab International Equity ETF (SCHF) stake by 0.75% in Q2 2026, selling an estimated $14.3K and leaving 70,371 shares worth $1.95M. The position accounts for 0.53% of the portfolio, ranked #28.

Elevated 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.

  • Elevated Financial Group held 70,371 shares of Schwab International Equity ETF worth $1.95M as of Q2 2026.
  • Elevated Financial Group sold 529 Schwab International Equity ETF shares in Q2 2026, an estimated $14.3K.
  • Schwab International Equity ETF made up 0.53% of Elevated Financial Group's portfolio in Q2 2026, its #28 holding.
  • Elevated 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 Elevated Financial Group's 13F filing for Q2 2026, filed 22 Jul 2026.