SageView Advisory Group’s Schwab International Equity ETF SCHF Stock Holding History

SageView Advisory Group’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	$159M	Sell	6,611,853 -576,825	-8%	-$13.7M	5.37%	4
2025 Q3	$167M	Sell	7,188,678 -70,283	-1%	-$1.59M	5.77%	4
2025 Q2	$161M	Buy	7,258,961 +458,604	+7%	+$9.55M	6.09%	4
2025 Q1	$135M	Buy	6,800,357 +151,439	+2%	+$2.97M	5.74%	4
2024 Q4	$123M	Buy	6,648,918 +1,487,004	+29%	+$29M	5.29%	4
2024 Q3	$106M	Sell	5,161,914 -711,106	-12%	-$14.1M	5.39%	4
2024 Q2	$113M	Buy	+5,873,020	New	+$114M	5.24%	4
2024 Q1	–	Sell	-6,384,612	Closed	-$118M	–	755
2023 Q4	$118M	Buy	6,384,612 +1,559,646	+32%	+$27.1M	5.06%	4
2023 Q3	$81.9M	Buy	4,824,966 +224,244	+5%	+$3.96M	4.69%	4
2023 Q2	$82M	Buy	4,600,722 +633,554	+16%	+$11.3M	4.57%	4
2023 Q1	$69M	Buy	3,967,168 +1,253,260	+46%	+$21.5M	4.4%	4
2022 Q4	$43.7M	Buy	+2,713,908	New	+$42.4M	3.55%	4

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

Corient Private Wealth Miami, Florida $69.9B AUM 22.19% 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

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

SageView Advisory Group's SCHF Position: Q4 2025 in Review

SageView Advisory Group reduced its Schwab International Equity ETF (SCHF) stake by 8% in Q4 2025, selling an estimated $13.7M and leaving 6,611,853 shares worth $159M. The position accounts for 5.37% of the portfolio, ranked #4.

SageView Advisory Group first reported a position in SCHF in Q4 2022 and has held it in 12 quarters since. The position peaked at $167M in Q3 2025. 1,540 funds tracked by Wall St. Rank hold SCHF as of Q4 2025.

SageView Advisory Group held 6,611,853 shares of Schwab International Equity ETF worth $159M as of Q4 2025.
SageView Advisory Group sold 576,825 Schwab International Equity ETF shares in Q4 2025, an estimated $13.7M.
Schwab International Equity ETF made up 5.37% of SageView Advisory Group's portfolio in Q4 2025, its #4 holding.
SageView Advisory Group first reported a position in Schwab International Equity ETF in Q4 2022 and has held it in 12 quarters since.
SageView Advisory Group's Schwab International Equity ETF position peaked at $167M in Q3 2025.
1,540 funds tracked by Wall St. Rank held Schwab International Equity ETF as of Q4 2025.

Based on SageView Advisory Group's 13F filing for Q4 2025, filed 17 Feb 2026.