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

Ethos 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
Q1 		$234K Sell
9,743
-9,400
-49% -$239K 0.02% 457
2025
Q4 		$460K Buy
19,143
+8,106
+73% +$193K 0.03% 305
2025
Q3 		$257K Sell
11,037
-10
-0.1% -$226 0.02% 394
2025
Q2 		$244K Sell
11,047
-65
-0.6% -$1.35K 0.02% 382
2025
Q1 		$220K Sell
11,112
-414
-4% -$8.12K 0.02% 366
2024
Q4 		$213K Buy
+11,526
New +$225K 0.03% 271

Other funds holding SCHF

Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Empower Advisory Group
Empower Advisory Group Greenwood Village, Colorado $38.5B AUM 18.4% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
Corient Private Wealth
Corient Private Wealth Miami, Florida $69.9B AUM 22.19% 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 $82.4B AUM 19.69% 1-Year Est. Return

Ethos Financial Group's SCHF Position: Q1 2026 in Review

Ethos Financial Group reduced its Schwab International Equity ETF (SCHF) stake by 49% in Q1 2026, selling an estimated $239K and leaving 9,743 shares worth $234K. The position accounts for 0.02% of the portfolio, ranked #457.

Ethos Financial Group first reported a position in SCHF in Q4 2024 and has held it in 6 quarters since. The position peaked at $460K in Q4 2025. 1,590 funds tracked by Wall St. Rank hold SCHF as of Q1 2026.

  • Ethos Financial Group held 9,743 shares of Schwab International Equity ETF worth $234K as of Q1 2026.
  • Ethos Financial Group sold 9,400 Schwab International Equity ETF shares in Q1 2026, an estimated $239K.
  • Schwab International Equity ETF made up 0.02% of Ethos Financial Group's portfolio in Q1 2026, its #457 holding.
  • Ethos Financial Group first reported a position in Schwab International Equity ETF in Q4 2024 and has held it in 6 quarters since.
  • Ethos Financial Group's Schwab International Equity ETF position peaked at $460K in Q4 2025.
  • 1,590 funds tracked by Wall St. Rank held Schwab International Equity ETF as of Q1 2026.

Based on Ethos Financial Group's 13F filing for Q1 2026, filed 5 May 2026.