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

Peak Financial Management’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
2026
Q1 		$706K Hold
15,105
– – 0.18% 49
2025
Q4 		$688K Sell
15,105
-350
-2% -$15.9K 0.18% 49
2025
Q3 		$703K Sell
15,455
-1,944
-11% -$85.4K 0.19% 48
2025
Q2 		$741K Sell
17,399
-1,194
-6% -$46.3K 0.21% 46
2025
Q1 		$667K Sell
18,593
-625
-3% -$22.3K 0.2% 47
2024
Q4 		$660K Sell
19,218
-15
-0.1% -$546 0.2% 50
2024
Q3 		$741K Sell
19,233
-814
-4% -$30K 0.22% 48
2024
Q2 		$713K Sell
20,047
-56
-0.3% -$2K 0.22% 47
2024
Q1 		$720K Sell
20,103
-1,135
-5% -$39K 0.23% 45
2023
Q4 		$741K Sell
21,238
-29,913
-58% -$971K 0.25% 45
2023
Q3 		$1.65M Sell
51,151
-160,120
-76% -$5.43M 0.6% 30
2023
Q2 		$7.13M Buy
211,271
+669
+0.3% +$22.6K 2.54% 15
2023
Q1 		$7.1M Buy
210,602
+2,172
+1% +$72.5K 2.64% 16
2022
Q4 		$6.56M Sell
208,430
-2,525
-1% -$76.9K 2.58% 17
2022
Q3 		$5.85M Buy
210,955
+7,409
+4% +$233K 2.44% 19
2022
Q2 		$6.36M Buy
203,546
+1,139
+0.6% +$39.4K 2.44% 17
2022
Q1 		$7.68M Buy
202,407
+2,488
+1% +$95.2K 2.57% 17
2021
Q4 		$8.18M Sell
199,919
-649
-0.3% -$27.1K 2.65% 14
2021
Q3 		$8.33M Buy
200,568
+43
+0% +$1.83K 2.82% 13
2021
Q2 		$8.34M Sell
200,525
-2,311
-1% -$96.5K 2.83% 13
2021
Q1 		$8M Sell
202,836
-3,876
-2% -$151K 2.9% 11
2020
Q4 		$7.78M Buy
206,712
+5,669
+3% +$198K 2.93% 11
2020
Q3 		$6.54M Sell
201,043
-747
-0.4% -$23.9K 2.82% 13
2020
Q2 		$5.97M Sell
201,790
-9,556
-5% -$264K 2.8% 14
2020
Q1 		$5.16M Buy
211,346
+11,397
+6% +$350K 2.63% 15
2019
Q4 		$6.93M Sell
199,949
-138
-0.1% -$4.6K 2.96% 11
2019
Q3 		$6.36M Buy
200,087
+207
+0.1% +$6.59K 2.83% 12
2019
Q2 		$6.52M Sell
199,880
-2,905
-1% -$94.2K 2.93% 11
2019
Q1 		$6.54M Buy
202,785
+3,690
+2% +$116K 3.01% 9
2018
Q4 		$5.79M Sell
199,095
-2,674
-1% -$85.2K 2.85% 13
2018
Q3 		$7.2M Sell
201,769
-1,245
-0.6% -$44.5K 3.24% 11
2018
Q2 		$7.32M Buy
203,014
+1,961
+1% +$72.5K 3.38% 11
2018
Q1 		$7.34M Sell
201,053
-67,034
-25% -$2.49M 3.49% 9
2017
Q4 		$9.82M Buy
268,087
+2,789
+1% +$101K 3.72% 8
2017
Q3 		$9.5M Buy
265,298
+5,229
+2% +$181K 3.67% 11
2017
Q2 		$8.75M Buy
260,069
+1,683
+0.7% +$55.1K 3.42% 12
2017
Q1 		$8.1M Buy
258,386
+14,050
+6% +$429K 3.27% 13
2016
Q4 		$7.11M Buy
+244,336
New +$7.22M 3.09% 14

Other funds holding SCHC

TCIIS
TIAA-CREF Individual & Institutional Services New York $26B AUM
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
SC
Savant Capital Rockford, Illinois $20.7B AUM 19.76% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
ML
McAdam LLC Philadelphia, Pennsylvania $2.22B AUM 16.98% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
MG
Mather Group Chicago, Illinois $10B AUM 15.14% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return

Peak Financial Management's SCHC Position: Q1 2026 in Review

Peak Financial Management held its Schwab International Small-Cap Equity ETF (SCHC) position steady in Q1 2026 at 15,105 shares worth $706K. The position accounts for 0.18% of the portfolio, ranked #49.

Peak Financial Management first reported a position in SCHC in Q4 2016 and has held it in 38 quarters since. The position peaked at $9.82M in Q4 2017. 489 funds tracked by Wall St. Rank hold SCHC as of Q1 2026.

  • Peak Financial Management held 15,105 shares of Schwab International Small-Cap Equity ETF worth $706K as of Q1 2026.
  • Peak Financial Management left its Schwab International Small-Cap Equity ETF share count unchanged in Q1 2026.
  • Schwab International Small-Cap Equity ETF made up 0.18% of Peak Financial Management's portfolio in Q1 2026, its #49 holding.
  • Peak Financial Management first reported a position in Schwab International Small-Cap Equity ETF in Q4 2016 and has held it in 38 quarters since.
  • Peak Financial Management's Schwab International Small-Cap Equity ETF position peaked at $9.82M in Q4 2017.
  • 489 funds tracked by Wall St. Rank held Schwab International Small-Cap Equity ETF as of Q1 2026.

Based on Peak Financial Management's 13F filing for Q1 2026, filed 28 Apr 2026.