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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
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
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Empower Advisory Group
Empower Advisory Group Greenwood Village, Colorado $38.5B AUM 18.4% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
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
Miracle Mile Advisors Los Angeles, California $8.53B AUM 21.43% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return

Rockbridge Investment Management's SCHF Position: Q1 2026 in Review

Rockbridge Investment Management reduced its Schwab International Equity ETF (SCHF) stake by 0.99% in Q1 2026, selling an estimated $67.2K and leaving 263,382 shares worth $6.52M. The position accounts for 0.59% of the portfolio, ranked #24.

Rockbridge Investment Management first reported a position in SCHF in Q2 2020 and has held it in 24 quarters since. The position peaked at $10.8M in Q4 2021. 1,590 funds tracked by Wall St. Rank hold SCHF as of Q1 2026.

  • Rockbridge Investment Management held 263,382 shares of Schwab International Equity ETF worth $6.52M as of Q1 2026.
  • Rockbridge Investment Management sold 2,643 Schwab International Equity ETF shares in Q1 2026, an estimated $67.2K.
  • Schwab International Equity ETF made up 0.59% of Rockbridge Investment Management's portfolio in Q1 2026, its #24 holding.
  • Rockbridge Investment Management first reported a position in Schwab International Equity ETF in Q2 2020 and has held it in 24 quarters since.
  • Rockbridge Investment Management's Schwab International Equity ETF position peaked at $10.8M in Q4 2021.
  • 1,590 funds tracked by Wall St. Rank held Schwab International Equity ETF as of Q1 2026.

Based on Rockbridge Investment Management's 13F filing for Q1 2026, filed 14 May 2026.