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Phillips Financial Management’s Schwab International Equity ETF SCHF Stock Holding History

Phillips Financial Management’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 		$5.54K Sell
200
-4,344
-96% -$117K ﹤0.01% 284
2026
Q1 		$112K Sell
4,544
-1,160
-20% -$29.5K 0.01% 214
2025
Q4 		$137K Buy
5,704
+1,158
+25% +$27.5K 0.01% 221
2025
Q3 		$106K Sell
4,546
-816
-15% -$18.4K 0.01% 235
2025
Q2 		$119K Hold
5,362
– – 0.01% 201
2025
Q1 		$106K Buy
5,362
+815
+18% +$16K 0.01% 197
2024
Q4 		$84.1K Sell
4,547
-2,747
-38% -$53.6K 0.01% 199
2024
Q3 		$150K Buy
7,294
+26
+0.4% +$514 0.01% 189
2024
Q2 		$140K Buy
7,268
+2,722
+60% +$52.7K 0.01% 194
2024
Q1 		$88.7K Hold
4,546
– – 0.01% 203
2023
Q4 		$84K Buy
4,546
+838
+23% +$14.5K 0.01% 184
2023
Q3 		$63K Sell
3,708
-140
-4% -$2.47K 0.01% 183
2023
Q2 		$68.6K Buy
3,848
+140
+4% +$2.49K 0.01% 182
2023
Q1 		$64.5K Hold
3,708
– – 0.01% 184
2022
Q4 		$59.7K Sell
3,708
-300
-7% -$4.68K 0.01% 172
2022
Q3 		$56K Buy
+4,008
New +$62.9K 0.01% 167

Other funds holding SCHF

Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
Empower Advisory Group
Empower Advisory Group Greenwood Village, Colorado $41.9B AUM 18.91% 1-Year Est. Return
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 $104B AUM 28.3% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $59.1B AUM 18.41% 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
SCM
SCS Capital Management Boston, Massachusetts $10.6B AUM 19.73% 1-Year Est. Return

Phillips Financial Management's SCHF Position: Q2 2026 in Review

Phillips Financial Management reduced its Schwab International Equity ETF (SCHF) stake by 96% in Q2 2026, selling an estimated $117K and leaving 200 shares worth $5.54K. The position accounts for ﹤0.01% of the portfolio, ranked #284.

Phillips Financial Management first reported a position in SCHF in Q3 2022 and has held it in 16 quarters since. The position peaked at $150K in Q3 2024. 1,667 funds tracked by Wall St. Rank hold SCHF as of Q2 2026.

  • Phillips Financial Management held 200 shares of Schwab International Equity ETF worth $5.54K as of Q2 2026.
  • Phillips Financial Management sold 4,344 Schwab International Equity ETF shares in Q2 2026, an estimated $117K.
  • Schwab International Equity ETF made up ﹤0.01% of Phillips Financial Management's portfolio in Q2 2026, its #284 holding.
  • Phillips Financial Management first reported a position in Schwab International Equity ETF in Q3 2022 and has held it in 16 quarters since.
  • Phillips Financial Management's Schwab International Equity ETF position peaked at $150K in Q3 2024.
  • 1,667 funds tracked by Wall St. Rank held Schwab International Equity ETF as of Q2 2026.

Based on Phillips Financial Management's 13F filing for Q2 2026, filed 3 Aug 2026.