OneAscent Financial Services’s Schwab International Equity ETF SCHF Stock Holding History

OneAscent Financial Services’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	$5.7M	Sell	230,374 -19,378	-8%	-$493K	0.31%	60
2025 Q4	$6M	Buy	249,752 +5,205	+2%	+$124K	0.55%	29
2025 Q3	$5.69M	Sell	244,547 -4,227	-2%	-$95.5K	0.7%	23
2025 Q2	$5.5M	Sell	248,774 -370,576	-60%	-$7.72M	0.39%	44
2025 Q1	$12.3M	Buy	619,350 +328,894	+113%	+$6.45M	0.8%	26
2024 Q4	$5.37M	Buy	+290,456	New	+$5.67M	0.46%	34
2024 Q2	–	Sell	-254,366	Closed	-$4.96M	–	358
2024 Q1	$4.96M	Buy	254,366 +5,454	+2%	+$102K	0.55%	35
2023 Q4	$4.6M	Buy	248,912 +12,264	+5%	+$213K	0.57%	30
2023 Q3	$4.02M	Buy	+236,648	New	+$4.18M	1.05%	18

Other funds holding SCHF

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Empower Advisory Group Greenwood Village, Colorado $38.5B AUM 18.4% 1-Year Est. Return

Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return

Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

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 Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return

OneAscent Financial Services's SCHF Position: Q1 2026 in Review

OneAscent Financial Services reduced its Schwab International Equity ETF (SCHF) stake by 7.8% in Q1 2026, selling an estimated $493K and leaving 230,374 shares worth $5.7M. The position accounts for 0.31% of the portfolio, ranked #60.

OneAscent Financial Services first reported a position in SCHF in Q3 2023 and has held it in 9 quarters since. The position peaked at $12.3M in Q1 2025. 1,590 funds tracked by Wall St. Rank hold SCHF as of Q1 2026.

OneAscent Financial Services held 230,374 shares of Schwab International Equity ETF worth $5.7M as of Q1 2026.
OneAscent Financial Services sold 19,378 Schwab International Equity ETF shares in Q1 2026, an estimated $493K.
Schwab International Equity ETF made up 0.31% of OneAscent Financial Services's portfolio in Q1 2026, its #60 holding.
OneAscent Financial Services first reported a position in Schwab International Equity ETF in Q3 2023 and has held it in 9 quarters since.
OneAscent Financial Services's Schwab International Equity ETF position peaked at $12.3M in Q1 2025.
1,590 funds tracked by Wall St. Rank held Schwab International Equity ETF as of Q1 2026.

Based on OneAscent Financial Services's 13F filing for Q1 2026, filed 21 Apr 2026.