Westbourne Investments’s Schwab International Equity ETF SCHF Stock Holding History

Westbourne Investments’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	$516K	Buy	20,859 +1,525	+8%	+$38.8K	0.25%	83
2025 Q4	$465K	Sell	19,334 -60	-0.3%	-$1.43K	0.22%	89
2025 Q3	$466K	Buy	19,394 +760	+4%	+$17.2K	0.22%	82
2025 Q2	$412K	Sell	18,634 -300	-2%	-$6.25K	0.22%	91
2025 Q1	$375K	Buy	18,934 +600	+3%	+$11.8K	0.23%	92
2024 Q4	$339K	Buy	+18,334	New	+$358K	0.2%	92

Other funds holding SCHF

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Empower Advisory Group Greenwood Village, Colorado $38.5B AUM 18.4% 1-Year Est. Return

Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return

Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

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 Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return

Westbourne Investments's SCHF Position: Q1 2026 in Review

Westbourne Investments increased its Schwab International Equity ETF (SCHF) stake by 7.9% in Q1 2026, buying an estimated $38.8K and bringing the position to 20,859 shares worth $516K. The position accounts for 0.25% of the portfolio, ranked #83.

Westbourne Investments first reported a position in SCHF in Q4 2024 and has held it in 6 quarters since. 1,590 funds tracked by Wall St. Rank hold SCHF as of Q1 2026.

Westbourne Investments held 20,859 shares of Schwab International Equity ETF worth $516K as of Q1 2026.
Westbourne Investments bought 1,525 Schwab International Equity ETF shares in Q1 2026, an estimated $38.8K.
Schwab International Equity ETF made up 0.25% of Westbourne Investments's portfolio in Q1 2026, its #83 holding.
Westbourne Investments first reported a position in Schwab International Equity ETF in Q4 2024 and has held it in 6 quarters since.
1,590 funds tracked by Wall St. Rank held Schwab International Equity ETF as of Q1 2026.

Based on Westbourne Investments's 13F filing for Q1 2026, filed 15 May 2026.