SFG
SCHF icon

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
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

Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
Empower Advisory Group
Empower Advisory Group Greenwood Village, Colorado $41.9B AUM 18.91% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return
Corient Private Wealth
Corient Private Wealth Miami, Florida $77.5B AUM 27.94% 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 $91.6B AUM 29.2% 1-Year Est. Return

Sunburst Financial Group's SCHF Position: Q2 2026 in Review

Sunburst Financial Group reduced its Schwab International Equity ETF (SCHF) stake by 0.95% in Q2 2026, selling an estimated $13.9K and leaving 54,083 shares worth $1.5M. The position accounts for 0.24% of the portfolio, ranked #45.

Sunburst Financial Group first reported a position in SCHF in Q1 2020 and has held it in 26 quarters since. The position peaked at $2.23M in Q2 2022. 1,659 funds tracked by Wall St. Rank hold SCHF as of Q2 2026.

  • Sunburst Financial Group held 54,083 shares of Schwab International Equity ETF worth $1.5M as of Q2 2026.
  • Sunburst Financial Group sold 516 Schwab International Equity ETF shares in Q2 2026, an estimated $13.9K.
  • Schwab International Equity ETF made up 0.24% of Sunburst Financial Group's portfolio in Q2 2026, its #45 holding.
  • Sunburst Financial Group first reported a position in Schwab International Equity ETF in Q1 2020 and has held it in 26 quarters since.
  • Sunburst Financial Group's Schwab International Equity ETF position peaked at $2.23M in Q2 2022.
  • 1,659 funds tracked by Wall St. Rank held Schwab International Equity ETF as of Q2 2026.

Based on Sunburst Financial Group's 13F filing for Q2 2026, filed 8 Jul 2026.