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 Q3	$5.92M	Sell	215,480 -10,579	-5%	-$294K	0.36%	48
2026 Q2	$6.26M	Sell	226,059 -4,315	-2%	-$116K	0.3%	60
2026 Q1	$5.7M	Sell	230,374 -19,378	-8%	-$493K	0.31%	60
2025 Q4	$6M	Sell	249,752 -12,112	-5%	-$288K	0.55%	29
2025 Q3	$6.1M	Buy	261,864 +13,090	+5%	+$296K	0.41%	48
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 $192B AUM 13.66% 1-Year Est. Return

Empower Advisory Group Greenwood Village, Colorado $42.4B AUM 11.51% 1-Year Est. Return

Wealthfront Advisers Palo Alto, California $52.7B AUM 16.5% 1-Year Est. Return

Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $106B AUM 21.33% 1-Year Est. Return

Miracle Mile Advisors Los Angeles, California $8.91B AUM 15.32% 1-Year Est. Return

SCS Capital Management Boston, Massachusetts $11.2B AUM 12.39% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $273B AUM 15.34% 1-Year Est. Return

Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return

Jane Street New York $1.19T AUM 51.51% 1-Year Est. Return

OneAscent Financial Services's SCHF Position: Q3 2026 in Review

OneAscent Financial Services reduced its Schwab International Equity ETF (SCHF) stake by 4.7% in Q3 2026, selling an estimated $294K and leaving 215,480 shares worth $5.92M. The position accounts for 0.36% of the portfolio, ranked #48.

OneAscent Financial Services first reported a position in SCHF in Q3 2023 and has held it in 11 quarters since. The position peaked at $12.3M in Q1 2025. 1,550 funds tracked by Wall St. Rank hold SCHF as of Q3 2026.

OneAscent Financial Services held 215,480 shares of Schwab International Equity ETF worth $5.92M as of Q3 2026.
OneAscent Financial Services sold 10,579 Schwab International Equity ETF shares in Q3 2026, an estimated $294K.
Schwab International Equity ETF made up 0.36% of OneAscent Financial Services's portfolio in Q3 2026, its #48 holding.
OneAscent Financial Services first reported a position in Schwab International Equity ETF in Q3 2023 and has held it in 11 quarters since.
OneAscent Financial Services's Schwab International Equity ETF position peaked at $12.3M in Q1 2025.
1,550 funds tracked by Wall St. Rank held Schwab International Equity ETF as of Q3 2026.

Based on OneAscent Financial Services's 13F filing for Q3 2026, filed 10 Nov 2026.