Peak Financial Advisors’s Schwab International Small-Cap Equity ETF SCHC Stock Holding History

Peak Financial Advisors’s Portfolio SCHC Stock Details SCHC Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q1	–	Sell	-5,881	Closed	-$241K	–	103
2021 Q4	$241K	Sell	5,881 -4,179	-42%	-$174K	0.19%	65
2021 Q3	$418K	Sell	10,060 -2,296	-19%	-$97.5K	0.37%	46
2021 Q2	$514K	Sell	12,356 -23	-0.2%	-$960	0.44%	46
2021 Q1	$488K	Buy	12,379 +6,858	+124%	+$267K	0.41%	49
2020 Q4	$208K	Buy	+5,521	New	+$193K	0.18%	54

Other funds holding SCHC

CSIA

Charles Schwab Investment Advisory San Francisco, California $72.8B AUM 10.03% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

Mather Group Chicago, Illinois $10B AUM 15.14% 1-Year Est. Return

TIAA FSB Jacksonville, Florida $27.6B AUM 14.26% 1-Year Est. Return

Savant Capital Rockford, Illinois $20.7B AUM 19.76% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

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

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Colony Group Boston, Massachusetts $6.66B AUM 18.65% 1-Year Est. Return

RFA

Radnor Financial Advisors Wayne, Pennsylvania $284M AUM 23.21% 1-Year Est. Return

Peak Financial Advisors's SCHC Position: Q1 2022 in Review

Peak Financial Advisors sold out of Schwab International Small-Cap Equity ETF (SCHC) in Q1 2022, closing a stake of 5,881 shares — an estimated $241K sold.

Peak Financial Advisors first reported a position in SCHC in Q4 2020 and held it in 5 quarters. The position peaked at $514K in Q2 2021. 369 funds tracked by Wall St. Rank hold SCHC as of Q1 2022.

Peak Financial Advisors reported no remaining Schwab International Small-Cap Equity ETF position as of Q1 2022 after selling out during the quarter.
Peak Financial Advisors sold 5,881 Schwab International Small-Cap Equity ETF shares in Q1 2022, an estimated $241K.
Peak Financial Advisors first reported a position in Schwab International Small-Cap Equity ETF in Q4 2020 and held it in 5 quarters.
Peak Financial Advisors's Schwab International Small-Cap Equity ETF position peaked at $514K in Q2 2021.
369 funds tracked by Wall St. Rank held Schwab International Small-Cap Equity ETF as of Q1 2022.

Based on Peak Financial Advisors's 13F filing for Q1 2022, filed 22 Apr 2022.