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Unify Financial Advisors’s Schwab International Equity ETF SCHF Stock Holding History

Unify Financial Advisors’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 		$3.41M Buy
123,186
+50,910
+70% +$1.37M 3.15% 6
2026
Q1 		$1.79M Buy
72,276
+2,006
+3% +$51K 1.86% 11
2025
Q4 		$1.69M Buy
+70,270
New +$1.67M 1.76% 15

Other funds holding SCHF

MMA
Miracle Mile Advisors Los Angeles, California $8.53B AUM 21.43% 1-Year Est. Return
OWM
Orgel Wealth Management Altoona, Wisconsin $5.27B AUM 16.18% 1-Year Est. Return
R
Rebalance Palo Alto, California $1.91B AUM 16.23% 1-Year Est. Return
GAM
Gemmer Asset Management Walnut Creek, California $1.49B AUM 42.66% 1-Year Est. Return
BOPW
Brandywine Oak Private Wealth Kennett Square, Pennsylvania $1.32B AUM 20.76% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
CST
Charles Schwab Trust Henderson, Nevada $1.79B AUM 17.47% 1-Year Est. Return
MTC
Matrix Trust Company Denver, Colorado $690M AUM 19.61% 1-Year Est. Return
PA
Procyon Advisors Shelton, Connecticut $2.32B AUM 26.81% 1-Year Est. Return
CAI
Capital Advisors Inc Tulsa, Oklahoma $6.8B AUM 26.96% 1-Year Est. Return

Unify Financial Advisors's SCHF Position: Q2 2026 in Review

Unify Financial Advisors increased its Schwab International Equity ETF (SCHF) stake by 70% in Q2 2026, buying an estimated $1.37M and bringing the position to 123,186 shares worth $3.41M. The position accounts for 3.15% of the portfolio, ranked #6.

Unify Financial Advisors first reported a position in SCHF in Q4 2025 and has held it in 3 quarters since. 504 funds tracked by Wall St. Rank hold SCHF as of Q2 2026.

  • Unify Financial Advisors held 123,186 shares of Schwab International Equity ETF worth $3.41M as of Q2 2026.
  • Unify Financial Advisors bought 50,910 Schwab International Equity ETF shares in Q2 2026, an estimated $1.37M.
  • Schwab International Equity ETF made up 3.15% of Unify Financial Advisors's portfolio in Q2 2026, its #6 holding.
  • Unify Financial Advisors first reported a position in Schwab International Equity ETF in Q4 2025 and has held it in 3 quarters since.
  • 504 funds tracked by Wall St. Rank held Schwab International Equity ETF as of Q2 2026.

Based on Unify Financial Advisors's 13F filing for Q2 2026, filed 21 Jul 2026.