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

Everest 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 		$693K Buy
25,017
+617
+3% +$16.6K 0.09% 121
2026
Q1 		$604K Buy
+24,400
New +$621K 0.1% 118

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Northwestern Mutual Wealth Management
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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

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

Everest Financial Group increased its Schwab International Equity ETF (SCHF) stake by 2.5% in Q2 2026, buying an estimated $16.6K and bringing the position to 25,017 shares worth $693K. The position accounts for 0.09% of the portfolio, ranked #121.

Everest Financial Group first reported a position in SCHF in Q1 2026 and has held it in 2 quarters since. 1,653 funds tracked by Wall St. Rank hold SCHF as of Q2 2026.

  • Everest Financial Group held 25,017 shares of Schwab International Equity ETF worth $693K as of Q2 2026.
  • Everest Financial Group bought 617 Schwab International Equity ETF shares in Q2 2026, an estimated $16.6K.
  • Schwab International Equity ETF made up 0.09% of Everest Financial Group's portfolio in Q2 2026, its #121 holding.
  • Everest Financial Group first reported a position in Schwab International Equity ETF in Q1 2026 and has held it in 2 quarters since.
  • 1,653 funds tracked by Wall St. Rank held Schwab International Equity ETF as of Q2 2026.

Based on Everest Financial Group's 13F filing for Q2 2026, filed 10 Aug 2026.