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Sunrise Financial Services’s Schwab International Equity ETF SCHF Stock Holding History

Sunrise Financial Services’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 		$53.6K Buy
1,936
+114
+6% +$3.07K 0.03% 109
2026
Q1 		$45.1K Hold
1,822
– – 0.03% 121
2025
Q4 		$43.8K Buy
+1,822
New +$43.3K 0.03% 102

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

Sunrise Financial Services's SCHF Position: Q2 2026 in Review

Sunrise Financial Services increased its Schwab International Equity ETF (SCHF) stake by 6.3% in Q2 2026, buying an estimated $3.07K and bringing the position to 1,936 shares worth $53.6K. The position accounts for 0.03% of the portfolio, ranked #109.

Sunrise Financial Services first reported a position in SCHF in Q4 2025 and has held it in 3 quarters since. 1,662 funds tracked by Wall St. Rank hold SCHF as of Q2 2026.

  • Sunrise Financial Services held 1,936 shares of Schwab International Equity ETF worth $53.6K as of Q2 2026.
  • Sunrise Financial Services bought 114 Schwab International Equity ETF shares in Q2 2026, an estimated $3.07K.
  • Schwab International Equity ETF made up 0.03% of Sunrise Financial Services's portfolio in Q2 2026, its #109 holding.
  • Sunrise Financial Services first reported a position in Schwab International Equity ETF in Q4 2025 and has held it in 3 quarters since.
  • 1,662 funds tracked by Wall St. Rank held Schwab International Equity ETF as of Q2 2026.

Based on Sunrise Financial Services's 13F filing for Q2 2026, filed 12 Aug 2026.