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Peak Financial Management’s Schwab International Equity ETF SCHF Stock Holding History

Peak Financial Management’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 		$4.54M Sell
163,833
-682
-0.4% -$18.4K 1.04% 25
2026
Q1 		$4.07M Sell
164,515
-1,970
-1% -$50.1K 1.03% 25
2025
Q4 		$4M Sell
166,485
-3,255
-2% -$77.4K 1.03% 26
2025
Q3 		$3.95M Sell
169,740
-1,070
-0.6% -$24.2K 1.04% 26
2025
Q2 		$3.77M Sell
170,810
-659
-0.4% -$13.7K 1.07% 26
2025
Q1 		$3.39M Sell
171,469
-470
-0.3% -$9.22K 1.02% 25
2024
Q4 		$3.18M Sell
171,939
-1,215
-0.7% -$23.7K 0.95% 27
2024
Q3 		$3.56M Sell
173,154
-1,360
-0.8% -$26.9K 1.05% 27
2024
Q2 		$3.35M Sell
174,514
-1,036
-0.6% -$20.1K 1.05% 28
2024
Q1 		$3.42M Sell
175,550
-6,380
-4% -$119K 1.09% 27
2023
Q4 		$3.36M Sell
181,930
-75,434
-29% -$1.31M 1.13% 27
2023
Q3 		$4.37M Sell
257,364
-666,638
-72% -$11.8M 1.59% 24
2023
Q2 		$16.5M Sell
924,002
-1,666
-0.2% -$29.6K 5.86% 3
2023
Q1 		$16.1M Buy
925,668
+13,698
+2% +$235K 5.99% 3
2022
Q4 		$14.7M Sell
911,970
-6,878
-0.7% -$107K 5.78% 3
2022
Q3 		$12.9M Sell
918,848
-8,706
-0.9% -$137K 5.39% 4
2022
Q2 		$14.6M Buy
927,554
+5,246
+0.6% +$89.3K 5.61% 4
2022
Q1 		$16.9M Buy
922,308
+5,574
+0.6% +$104K 5.67% 4
2021
Q4 		$17.8M Sell
916,734
-18,486
-2% -$363K 5.77% 4
2021
Q3 		$18.1M Buy
935,220
+2,024
+0.2% +$40.3K 6.13% 4
2021
Q2 		$18.4M Buy
933,196
+4,374
+0.5% +$86.5K 6.25% 4
2021
Q1 		$17.5M Buy
928,822
+3,266
+0.4% +$60.9K 6.33% 3
2020
Q4 		$16.7M Buy
925,556
+20,232
+2% +$341K 6.27% 4
2020
Q3 		$14.2M Buy
905,324
+12,654
+1% +$199K 6.14% 4
2020
Q2 		$13.3M Sell
892,670
-78,204
-8% -$1.1M 6.23% 4
2020
Q1 		$12.5M Buy
970,874
+221,064
+29% +$3.4M 6.41% 2
2019
Q4 		$12.6M Sell
749,810
-11,150
-1% -$183K 5.38% 6
2019
Q3 		$12.1M Sell
760,960
-10,696
-1% -$168K 5.38% 6
2019
Q2 		$12.4M Sell
771,656
-16,820
-2% -$266K 5.56% 6
2019
Q1 		$12.3M Buy
788,476
+3,818
+0.5% +$58.2K 5.68% 6
2018
Q4 		$11.1M Sell
784,658
-89,300
-10% -$1.37M 5.47% 5
2018
Q3 		$14.7M Buy
873,958
+24,300
+3% +$404K 6.59% 3
2018
Q2 		$14M Buy
849,658
+18,940
+2% +$322K 6.48% 2
2018
Q1 		$14M Sell
830,718
-268,180
-24% -$4.62M 6.66% 3
2017
Q4 		$18.7M Buy
1,098,898
+9,510
+0.9% +$162K 7.09% 3
2017
Q3 		$18.2M Buy
1,089,388
+2,606
+0.2% +$42.5K 7.03% 4
2017
Q2 		$17.3M Buy
1,086,782
+9,740
+0.9% +$151K 6.76% 5
2017
Q1 		$16.1M Buy
1,077,042
+1,025,250
+1,980% +$14.9M 6.5% 5
2016
Q4 		$717K Buy
+51,792
New +$726K 0.31% 26

Other funds holding SCHF

MMA
Miracle Mile Advisors Los Angeles, California $8.53B AUM 21.43% 1-Year Est. Return
OWM
Orgel Wealth Management Altoona, Wisconsin $5.27B AUM 16.18% 1-Year Est. Return
APP
Avantax Planning Partners Dubuque, Iowa $4.02B AUM 20% 1-Year Est. Return
R
Rebalance Palo Alto, California $1.91B AUM 16.23% 1-Year Est. Return
SCM
Steele Capital Management Dubuque, Iowa $2.72B AUM 21.58% 1-Year Est. Return
GAM
Gemmer Asset Management Walnut Creek, California $1.49B AUM 42.66% 1-Year Est. Return
BOPW
Brandywine Oak Private Wealth Kennett Square, Pennsylvania $1.32B AUM 20.76% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
JFG
JMG Financial Group Downers Grove, Illinois $4.14B AUM 21.49% 1-Year Est. Return
CST
Charles Schwab Trust Henderson, Nevada $1.79B AUM 17.47% 1-Year Est. Return

Peak Financial Management's SCHF Position: Q2 2026 in Review

Peak Financial Management reduced its Schwab International Equity ETF (SCHF) stake by 0.41% in Q2 2026, selling an estimated $18.4K and leaving 163,833 shares worth $4.54M. The position accounts for 1.04% of the portfolio, ranked #25.

Peak Financial Management first reported a position in SCHF in Q4 2016 and has held it in 39 quarters since. The position peaked at $18.7M in Q4 2017. 886 funds tracked by Wall St. Rank hold SCHF as of Q2 2026.

  • Peak Financial Management held 163,833 shares of Schwab International Equity ETF worth $4.54M as of Q2 2026.
  • Peak Financial Management sold 682 Schwab International Equity ETF shares in Q2 2026, an estimated $18.4K.
  • Schwab International Equity ETF made up 1.04% of Peak Financial Management's portfolio in Q2 2026, its #25 holding.
  • Peak Financial Management first reported a position in Schwab International Equity ETF in Q4 2016 and has held it in 39 quarters since.
  • Peak Financial Management's Schwab International Equity ETF position peaked at $18.7M in Q4 2017.
  • 886 funds tracked by Wall St. Rank held Schwab International Equity ETF as of Q2 2026.

Based on Peak Financial Management's 13F filing for Q2 2026, filed 20 Jul 2026.