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

Elios 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
2025
Q2 		$618K Buy
27,978
+2,928
+12% +$61K 0.28% 72
2025
Q1 		$495K Sell
25,050
-1,514
-6% -$29.7K 0.24% 73
2024
Q4 		$491K Buy
26,564
+424
+2% +$8.28K 0.23% 74
2024
Q3 		$537K Buy
+26,140
New +$517K 0.25% 70

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
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
WANY
Wealthspire Advisors (New York) New York $18.2B AUM 21.48% 1-Year Est. Return
Corient Private Wealth
Corient Private Wealth Miami, Florida $72.2B AUM 27.85% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return

Elios Financial Group's SCHF Position: Q2 2025 in Review

Elios Financial Group increased its Schwab International Equity ETF (SCHF) stake by 12% in Q2 2025, buying an estimated $61K and bringing the position to 27,978 shares worth $618K. The position accounts for 0.28% of the portfolio, ranked #72.

Elios Financial Group first reported a position in SCHF in Q3 2024 and has held it in 4 quarters since. 1,361 funds tracked by Wall St. Rank hold SCHF as of Q2 2025.

  • Elios Financial Group held 27,978 shares of Schwab International Equity ETF worth $618K as of Q2 2025.
  • Elios Financial Group bought 2,928 Schwab International Equity ETF shares in Q2 2025, an estimated $61K.
  • Schwab International Equity ETF made up 0.28% of Elios Financial Group's portfolio in Q2 2025, its #72 holding.
  • Elios Financial Group first reported a position in Schwab International Equity ETF in Q3 2024 and has held it in 4 quarters since.
  • 1,361 funds tracked by Wall St. Rank held Schwab International Equity ETF as of Q2 2025.

Based on Elios Financial Group's 13F filing for Q2 2025, filed 13 Aug 2025.