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Hillcrest Wealth Advisors’s Schwab International Equity ETF SCHF Stock Holding History

Hillcrest Wealth Advisors’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
Q4 		– Sell
-9,694
Closed -$226K – 54
2025
Q3 		$226K Sell
9,694
-200
-2% -$4.52K 0.1% 46
2025
Q2 		$219K Buy
+9,894
New +$206K 0.1% 47
2024
Q4 		– Sell
-9,894
Closed -$203K – 51
2024
Q3 		$203K Buy
+9,894
New +$196K 0.1% 47

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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
Corient Private Wealth
Corient Private Wealth Miami, Florida $69.9B AUM 22.19% 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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
MMA
Miracle Mile Advisors Los Angeles, California $7.29B AUM 16.22% 1-Year Est. Return

Hillcrest Wealth Advisors's SCHF Position: Q4 2025 in Review

Hillcrest Wealth Advisors sold out of Schwab International Equity ETF (SCHF) in Q4 2025, closing a stake of 9,694 shares — an estimated $226K sold.

Hillcrest Wealth Advisors first reported a position in SCHF in Q3 2024 and held it in 3 quarters. The position peaked at $226K in Q3 2025. 1,540 funds tracked by Wall St. Rank hold SCHF as of Q4 2025.

  • Hillcrest Wealth Advisors reported no remaining Schwab International Equity ETF position as of Q4 2025 after selling out during the quarter.
  • Hillcrest Wealth Advisors sold 9,694 Schwab International Equity ETF shares in Q4 2025, an estimated $226K.
  • Hillcrest Wealth Advisors first reported a position in Schwab International Equity ETF in Q3 2024 and held it in 3 quarters.
  • Hillcrest Wealth Advisors's Schwab International Equity ETF position peaked at $226K in Q3 2025.
  • 1,540 funds tracked by Wall St. Rank held Schwab International Equity ETF as of Q4 2025.

Based on Hillcrest Wealth Advisors's 13F filing for Q4 2025, filed 12 Jan 2026.