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

Wescott Financial 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
2026
Q2 		$770K Sell
27,781
-1,760
-6% -$47.4K 0.06% 114
2026
Q1 		$731K Hold
29,541
– – 0.06% 117
2025
Q4 		$710K Buy
29,541
+9,525
+48% +$226K 0.06% 114
2025
Q3 		$466K Hold
20,016
– – 0.04% 124
2025
Q2 		$442K Buy
20,016
+130
+0.7% +$2.71K 0.04% 126
2025
Q1 		$393K Sell
19,886
-5,400
-21% -$106K 0.04% 125
2024
Q4 		$468K Buy
25,286
+432
+2% +$8.43K 0.05% 117
2024
Q3 		$511K Buy
24,854
+182
+0.7% +$3.6K 0.05% 111
2024
Q2 		$474K Hold
24,672
– – 0.06% 115
2024
Q1 		$481K Buy
24,672
+242
+1% +$4.52K 0.06% 110
2023
Q4 		$451K Buy
24,430
+424
+2% +$7.36K 0.06% 111
2023
Q3 		$408K Buy
24,006
+2,800
+13% +$49.5K 0.07% 106
2023
Q2 		$378K Buy
21,206
+234
+1% +$4.16K 0.07% 114
2023
Q1 		$365K Hold
20,972
– – 0.08% 114
2022
Q4 		$338K Buy
20,972
+392
+2% +$6.12K 0.07% 113
2022
Q3 		$289K Buy
20,580
+2,246
+12% +$35.3K 0.08% 115
2022
Q2 		$288K Buy
18,334
+158
+0.9% +$2.69K 0.08% 110
2022
Q1 		$334K Buy
+18,176
New +$338K 0.09% 101

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

Wescott Financial Advisory Group's SCHF Position: Q2 2026 in Review

Wescott Financial Advisory Group reduced its Schwab International Equity ETF (SCHF) stake by 6% in Q2 2026, selling an estimated $47.4K and leaving 27,781 shares worth $770K. The position accounts for 0.06% of the portfolio, ranked #114.

Wescott Financial Advisory Group first reported a position in SCHF in Q1 2022 and has held it in 18 quarters since. 1,671 funds tracked by Wall St. Rank hold SCHF as of Q2 2026.

  • Wescott Financial Advisory Group held 27,781 shares of Schwab International Equity ETF worth $770K as of Q2 2026.
  • Wescott Financial Advisory Group sold 1,760 Schwab International Equity ETF shares in Q2 2026, an estimated $47.4K.
  • Schwab International Equity ETF made up 0.06% of Wescott Financial Advisory Group's portfolio in Q2 2026, its #114 holding.
  • Wescott Financial Advisory Group first reported a position in Schwab International Equity ETF in Q1 2022 and has held it in 18 quarters since.
  • 1,671 funds tracked by Wall St. Rank held Schwab International Equity ETF as of Q2 2026.

Based on Wescott Financial Advisory Group's 13F filing for Q2 2026, filed 4 Aug 2026.