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Burling Wealth Partners’s Schwab International Equity ETF SCHF Stock Holding History

Burling Wealth Partners’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
Q1 		$478K Buy
19,312
+2,155
+13% +$54.8K 0.08% 132
2025
Q4 		$412K Hold
17,157
– – 0.06% 146
2025
Q3 		$399K Sell
17,157
-290
-2% -$6.55K 0.07% 136
2025
Q2 		$386K Buy
17,447
+176
+1% +$3.66K 0.07% 143
2025
Q1 		$342K Sell
17,271
-512
-3% -$10K 0.07% 138
2024
Q4 		$329K Buy
+17,783
New +$347K 0.07% 137

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Wealthfront Advisers
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Creative Planning
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Betterment LLC
Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
Corient Private Wealth
Corient Private Wealth Miami, Florida $69.9B AUM 22.19% 1-Year Est. Return
MMA
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US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return

Burling Wealth Partners's SCHF Position: Q1 2026 in Review

Burling Wealth Partners increased its Schwab International Equity ETF (SCHF) stake by 13% in Q1 2026, buying an estimated $54.8K and bringing the position to 19,312 shares worth $478K. The position accounts for 0.08% of the portfolio, ranked #132.

Burling Wealth Partners first reported a position in SCHF in Q4 2024 and has held it in 6 quarters since. 1,590 funds tracked by Wall St. Rank hold SCHF as of Q1 2026.

  • Burling Wealth Partners held 19,312 shares of Schwab International Equity ETF worth $478K as of Q1 2026.
  • Burling Wealth Partners bought 2,155 Schwab International Equity ETF shares in Q1 2026, an estimated $54.8K.
  • Schwab International Equity ETF made up 0.08% of Burling Wealth Partners's portfolio in Q1 2026, its #132 holding.
  • Burling Wealth Partners first reported a position in Schwab International Equity ETF in Q4 2024 and has held it in 6 quarters since.
  • 1,590 funds tracked by Wall St. Rank held Schwab International Equity ETF as of Q1 2026.

Based on Burling Wealth Partners's 13F filing for Q1 2026, filed 8 May 2026.