Rockbridge Investment Management’s Schwab International Equity ETF SCHF Stock Holding History

Rockbridge Investment 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 Q2	$6.89M	Sell	248,778 -14,604	-6%	-$394K	0.56%	24
2026 Q1	$6.52M	Sell	263,382 -2,643	-1%	-$67.2K	0.59%	24
2025 Q4	$6.4M	Sell	266,025 -27,054	-9%	-$643K	0.59%	23
2025 Q3	$6.82M	Buy	293,079 +2,744	+0.9%	+$62K	0.67%	22
2025 Q2	$6.42M	Sell	290,335 -1,529	-0.5%	-$31.8K	0.69%	21
2025 Q1	$5.77M	Sell	291,864 -5,259	-2%	-$103K	0.68%	22
2024 Q4	$5.5M	Sell	297,123 -3,133	-1%	-$61.2K	0.7%	23
2024 Q3	$6.17M	Sell	300,256 -32,720	-10%	-$647K	0.8%	22
2024 Q2	$6.4M	Sell	332,976 -2,478	-0.7%	-$48K	0.91%	19
2024 Q1	$6.54M	Sell	335,454 -2,072	-0.6%	-$38.7K	0.96%	18
2023 Q4	$6.24M	Sell	337,526 -3,920	-1%	-$68K	0.95%	19
2023 Q3	$5.8M	Sell	341,446 -4,332	-1%	-$76.5K	1.03%	20
2023 Q2	$6.16M	Sell	345,778 -11,538	-3%	-$205K	1.08%	18
2023 Q1	$6.22M	Sell	357,316 -6,418	-2%	-$110K	1.15%	18
2022 Q4	$5.86M	Buy	363,734 +38,032	+12%	+$594K	1.19%	20
2022 Q3	$4.58M	Sell	325,702 -12,794	-4%	-$201K	1.08%	20
2022 Q2	$5.32M	Sell	338,496 -226,510	-40%	-$3.86M	1.16%	19
2022 Q1	$10.5M	Buy	565,006 +10,040	+2%	+$187K	1.61%	16
2021 Q4	$10.8M	Buy	554,966 +13,972	+3%	+$274K	1.59%	17
2021 Q3	$10.5M	Buy	540,994 +6,704	+1%	+$133K	1.73%	16
2021 Q2	$10.5M	Buy	534,290 +9,404	+2%	+$186K	1.79%	17
2021 Q1	$9.87M	Sell	524,886 -3,384	-0.6%	-$63.1K	1.87%	14
2020 Q4	$9.51M	Sell	528,270 -8,294	-2%	-$140K	1.95%	13
2020 Q3	$8.42M	Sell	536,564 -17,232	-3%	-$271K	2%	15
2020 Q2	$8.24M	Buy	+553,796	New	+$7.78M	2.14%	13

Other funds holding SCHF

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Empower Advisory Group Greenwood Village, Colorado $41.9B AUM 18.91% 1-Year Est. Return

Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return

Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return

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 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

Rockbridge Investment Management's SCHF Position: Q2 2026 in Review

Rockbridge Investment Management reduced its Schwab International Equity ETF (SCHF) stake by 5.5% in Q2 2026, selling an estimated $394K and leaving 248,778 shares worth $6.89M. The position accounts for 0.56% of the portfolio, ranked #24.

Rockbridge Investment Management first reported a position in SCHF in Q2 2020 and has held it in 25 quarters since. The position peaked at $10.8M in Q4 2021. 1,671 funds tracked by Wall St. Rank hold SCHF as of Q2 2026.

Rockbridge Investment Management held 248,778 shares of Schwab International Equity ETF worth $6.89M as of Q2 2026.
Rockbridge Investment Management sold 14,604 Schwab International Equity ETF shares in Q2 2026, an estimated $394K.
Schwab International Equity ETF made up 0.56% of Rockbridge Investment Management's portfolio in Q2 2026, its #24 holding.
Rockbridge Investment Management first reported a position in Schwab International Equity ETF in Q2 2020 and has held it in 25 quarters since.
Rockbridge Investment Management's Schwab International Equity ETF position peaked at $10.8M in Q4 2021.
1,671 funds tracked by Wall St. Rank held Schwab International Equity ETF as of Q2 2026.

Based on Rockbridge Investment Management's 13F filing for Q2 2026, filed 14 Aug 2026.