Phillips Financial Management
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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
Q3 		$5.49K Hold
200
– – ﹤0.01% 273
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 		$118K 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

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Miracle Mile Advisors
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US Bancorp
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Orgel Wealth Management
Orgel Wealth Management Altoona, Wisconsin $5.3B AUM 8.93% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $100B AUM 26.06% 1-Year Est. Return
McAdam LLC
McAdam LLC Philadelphia, Pennsylvania $2.66B AUM 14.82% 1-Year Est. Return
Fund Evaluation Group
Fund Evaluation Group Cincinnati, Ohio $4.22B AUM 10.75% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Phillips Financial Management's SCHF Position: Q3 2026 in Review

Phillips Financial Management held its Schwab International Equity ETF (SCHF) position steady in Q3 2026 at 200 shares worth $5.49K. The position accounts for ﹤0.01% of the portfolio, ranked #273.

Phillips Financial Management first reported a position in SCHF in Q3 2022 and has held it in 17 quarters since. The position peaked at $150K in Q3 2024. 1,269 funds tracked by Wall St. Rank hold SCHF as of Q3 2026.

  • Phillips Financial Management held 200 shares of Schwab International Equity ETF worth $5.49K as of Q3 2026.
  • Phillips Financial Management left its Schwab International Equity ETF share count unchanged in Q3 2026.
  • Schwab International Equity ETF made up ﹤0.01% of Phillips Financial Management's portfolio in Q3 2026, its #273 holding.
  • Phillips Financial Management first reported a position in Schwab International Equity ETF in Q3 2022 and has held it in 17 quarters since.
  • Phillips Financial Management's Schwab International Equity ETF position peaked at $150K in Q3 2024.
  • 1,269 funds tracked by Wall St. Rank held Schwab International Equity ETF as of Q3 2026.

Based on Phillips Financial Management's 13F filing for Q3 2026, filed 19 Oct 2026.