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

Sunburst Financial 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 Q3	$1.48M	Sell	53,976 -107	-0.2%	-$2.98K	0.23%	44
2026 Q2	$1.5M	Sell	54,083 -516	-0.9%	-$13.9K	0.24%	45
2026 Q1	$1.35M	Sell	54,599 -1,826	-3%	-$46.5K	0.25%	44
2025 Q4	$1.36M	Sell	56,425 -427	-0.8%	-$10.2K	0.27%	40
2025 Q3	$1.32M	Sell	56,852 -1,707	-3%	-$38.6K	0.28%	40
2025 Q2	$1.29M	Sell	58,559 -956	-2%	-$19.9K	0.29%	41
2025 Q1	$1.18M	Sell	59,515 -10,577	-15%	-$207K	0.29%	41
2024 Q4	$1.3M	Sell	70,092 -16,038	-19%	-$313K	0.32%	39
2024 Q3	$1.77M	Sell	86,130 -2,712	-3%	-$53.6K	0.45%	32
2024 Q2	$1.71M	Sell	88,842 -5,326	-6%	-$103K	0.46%	32
2024 Q1	$1.83M	Sell	94,168 -4,106	-4%	-$76.8K	0.52%	32
2023 Q4	$1.82M	Sell	98,274 -1,820	-2%	-$31.6K	0.56%	28
2023 Q3	$1.7M	Sell	100,094 -2,204	-2%	-$38.9K	0.6%	26
2023 Q2	$1.82M	Sell	102,298 -10	-0%	-$178	0.64%	28
2023 Q1	$1.78M	Buy	102,308 +406	+0.4%	+$6.95K	0.66%	30
2022 Q4	$1.64M	Sell	101,902 -23,936	-19%	-$374K	0.65%	29
2022 Q3	$1.77M	Sell	125,838 -16,252	-11%	-$255K	0.86%	22
2022 Q2	$2.23M	Buy	142,090 +66,114	+87%	+$1.13M	1.07%	20
2022 Q1	$1.4M	Buy	75,976 +4,924	+7%	+$91.5K	0.69%	21
2021 Q4	$1.38M	Buy	71,052 +2,426	+4%	+$47.6K	0.7%	19
2021 Q3	$1.33M	Sell	68,626 -370	-0.5%	-$7.36K	0.82%	19
2021 Q2	$1.36M	Sell	68,996 -2,922	-4%	-$57.8K	0.87%	19
2021 Q1	$1.35M	Sell	71,918 -42	-0.1%	-$783	0.94%	19
2020 Q4	$1.3M	Buy	71,960 +1,558	+2%	+$26.3K	0.98%	17
2020 Q3	$1.1M	Buy	70,402 +16,956	+32%	+$266K	0.94%	15
2020 Q2	$795K	Buy	53,446 +10,876	+26%	+$153K	0.72%	18
2020 Q1	$550K	Buy	+42,570	New	+$655K	0.58%	21

Other funds holding SCHF

FFA

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

MTC

Matrix Trust Company Denver, Colorado $688M AUM 12.13% 1-Year Est. Return

Persium Advisors Atlanta, Georgia $191M AUM 23.01% 1-Year Est. Return

AWE

Avidian Wealth Enterprises Houston, Texas $3.59B AUM 17.8% 1-Year Est. Return

BCM

Boltwood Capital Management Walnut Creek, California $443M AUM 17.72% 1-Year Est. Return

BSB

Bangor Savings Bank Bangor, Maine $1.31B AUM 12.25% 1-Year Est. Return

WPC

Wedmont Private Capital West Chester, Pennsylvania $4.18B AUM 18.65% 1-Year Est. Return

Riversedge Advisors Wilmington, Delaware $813M AUM 18.09% 1-Year Est. Return

MHR

Matthew Hamilton Rosenberg $558M AUM 12.28% 1-Year Est. Return

ZRP

Zynergy Retirement Planning Red Bank, New Jersey $187M AUM 7.78% 1-Year Est. Return

Sunburst Financial Group's SCHF Position: Q3 2026 in Review

Sunburst Financial Group reduced its Schwab International Equity ETF (SCHF) stake by 0.2% in Q3 2026, selling an estimated $2.98K and leaving 53,976 shares worth $1.48M. The position accounts for 0.23% of the portfolio, ranked #44.

Sunburst Financial Group first reported a position in SCHF in Q1 2020 and has held it in 27 quarters since. The position peaked at $2.23M in Q2 2022. 103 funds tracked by Wall St. Rank hold SCHF as of Q3 2026.

Sunburst Financial Group held 53,976 shares of Schwab International Equity ETF worth $1.48M as of Q3 2026.
Sunburst Financial Group sold 107 Schwab International Equity ETF shares in Q3 2026, an estimated $2.98K.
Schwab International Equity ETF made up 0.23% of Sunburst Financial Group's portfolio in Q3 2026, its #44 holding.
Sunburst Financial Group first reported a position in Schwab International Equity ETF in Q1 2020 and has held it in 27 quarters since.
Sunburst Financial Group's Schwab International Equity ETF position peaked at $2.23M in Q2 2022.
103 funds tracked by Wall St. Rank held Schwab International Equity ETF as of Q3 2026.

Based on Sunburst Financial Group's 13F filing for Q3 2026, filed 9 Oct 2026.