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Financial Symmetry’s Schwab International Equity ETF SCHF Stock Holding History

Financial Symmetry’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
Q3 		$228K Buy
8,292
+4
+0% +$111 0.07% 61
2026
Q2 		$230K Buy
8,288
+34
+0.4% +$917 0.08% 60
2026
Q1 		$219K Buy
+8,254
New +$210K 0.08% 57

Other funds holding SCHF

FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
MTC
Matrix Trust Company Denver, Colorado $688M AUM 12.13% 1-Year Est. Return
PA
Persium Advisors Atlanta, Georgia $191M AUM 23.01% 1-Year Est. Return
AWE
Avidian Wealth Enterprises Houston, Texas $3.59B AUM 17.8% 1-Year Est. Return
BCM
Boltwood Capital Management Walnut Creek, California $443M AUM 17.72% 1-Year Est. Return
BSB
Bangor Savings Bank Bangor, Maine $1.31B AUM 12.25% 1-Year Est. Return
WPC
Wedmont Private Capital West Chester, Pennsylvania $4.18B AUM 18.65% 1-Year Est. Return
RA
Riversedge Advisors Wilmington, Delaware $813M AUM 18.09% 1-Year Est. Return
MHR
Matthew Hamilton Rosenberg $558M AUM 12.28% 1-Year Est. Return
ZRP
Zynergy Retirement Planning Red Bank, New Jersey $187M AUM 7.78% 1-Year Est. Return

Financial Symmetry's SCHF Position: Q3 2026 in Review

Financial Symmetry increased its Schwab International Equity ETF (SCHF) stake by 0.05% in Q3 2026, buying an estimated $111 and bringing the position to 8,292 shares worth $228K. The position accounts for 0.07% of the portfolio, ranked #61.

Financial Symmetry first reported a position in SCHF in Q1 2026 and has held it in 3 quarters since. The position peaked at $230K in Q2 2026. 103 funds tracked by Wall St. Rank hold SCHF as of Q3 2026.

  • Financial Symmetry held 8,292 shares of Schwab International Equity ETF worth $228K as of Q3 2026.
  • Financial Symmetry bought 4 Schwab International Equity ETF shares in Q3 2026, an estimated $111.
  • Schwab International Equity ETF made up 0.07% of Financial Symmetry's portfolio in Q3 2026, its #61 holding.
  • Financial Symmetry first reported a position in Schwab International Equity ETF in Q1 2026 and has held it in 3 quarters since.
  • Financial Symmetry's Schwab International Equity ETF position peaked at $230K in Q2 2026.
  • 103 funds tracked by Wall St. Rank held Schwab International Equity ETF as of Q3 2026.

Based on Financial Symmetry's 13F filing for Q3 2026, filed 6 Oct 2026.