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

Sterling 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	$707K	Sell	25,510 -787	-3%	-$21.2K	0.39%	45
2026 Q1	$651K	Buy	26,297 +266	+1%	+$6.77K	0.39%	47
2025 Q4	$626K	Sell	26,031 -862	-3%	-$20.5K	0.35%	54
2025 Q3	$626K	Sell	26,893 -1,186	-4%	-$26.8K	0.38%	53
2025 Q2	$621K	Sell	28,079 -484	-2%	-$10.1K	0.41%	44
2025 Q1	$565K	Buy	28,563 +1,666	+6%	+$32.7K	0.4%	42
2024 Q4	$498K	Buy	26,897 +9,387	+54%	+$183K	0.39%	45
2024 Q3	$360K	Buy	17,510 +366	+2%	+$7.24K	0.27%	47
2024 Q2	$329K	Buy	17,144 +144	+0.8%	+$2.79K	0.25%	50
2024 Q1	$332K	Buy	17,000 +2,088	+14%	+$39K	0.23%	52
2023 Q4	$276K	Buy	+14,912	New	+$259K	0.2%	58

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

Corient Private Wealth Miami, Florida $77.5B AUM 28.19% 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

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

Sterling Investment Management reduced its Schwab International Equity ETF (SCHF) stake by 3% in Q2 2026, selling an estimated $21.2K and leaving 25,510 shares worth $707K. The position accounts for 0.39% of the portfolio, ranked #45.

Sterling Investment Management first reported a position in SCHF in Q4 2023 and has held it in 11 quarters since. 1,662 funds tracked by Wall St. Rank hold SCHF as of Q2 2026.

Sterling Investment Management held 25,510 shares of Schwab International Equity ETF worth $707K as of Q2 2026.
Sterling Investment Management sold 787 Schwab International Equity ETF shares in Q2 2026, an estimated $21.2K.
Schwab International Equity ETF made up 0.39% of Sterling Investment Management's portfolio in Q2 2026, its #45 holding.
Sterling Investment Management first reported a position in Schwab International Equity ETF in Q4 2023 and has held it in 11 quarters since.
1,662 funds tracked by Wall St. Rank held Schwab International Equity ETF as of Q2 2026.

Based on Sterling Investment Management's 13F filing for Q2 2026, filed 22 Jul 2026.