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Summit Financial Strategies’s Schwab International Small-Cap Equity ETF SCHC Stock Holding History

Summit Financial Strategies’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
Q2 		– Sell
-13,294
Closed -$621K – 185
2026
Q1 		$621K Buy
13,294
+6,687
+101% +$323K 0.05% 88
2025
Q4 		$301K Sell
6,607
-1,461
-18% -$66.2K 0.02% 123
2025
Q3 		$367K Sell
8,068
-449
-5% -$19.7K 0.03% 110
2025
Q2 		$363K Sell
8,517
-613
-7% -$23.7K 0.03% 108
2025
Q1 		$328K Sell
9,130
-1,146
-11% -$40.9K 0.03% 110
2024
Q4 		$353K Buy
10,276
+284
+3% +$10.3K 0.04% 104
2024
Q3 		$385K Sell
9,992
-1,180
-11% -$43.5K 0.04% 101
2024
Q2 		$398K Sell
11,172
-546
-5% -$19.5K 0.05% 96
2024
Q1 		$420K Sell
11,718
-136
-1% -$4.68K 0.06% 92
2023
Q4 		$414K Sell
11,854
-653
-5% -$21.2K 0.06% 85
2023
Q3 		$403K Sell
12,507
-184
-1% -$6.24K 0.08% 78
2023
Q2 		$429K Buy
12,691
+109
+0.9% +$3.69K 0.08% 75
2023
Q1 		$424K Sell
12,582
-745
-6% -$24.9K 0.08% 78
2022
Q4 		$419K Sell
13,327
-1,951
-13% -$59.4K 0.09% 73
2022
Q3 		$424K Sell
15,278
-1,635
-10% -$51.5K 0.1% 68
2022
Q2 		$528K Buy
16,913
+424
+3% +$14.7K 0.12% 59
2022
Q1 		$626K Sell
16,489
-937
-5% -$35.9K 0.13% 54
2021
Q4 		$713K Sell
17,426
-273
-2% -$11.4K 0.14% 52
2021
Q3 		$735K Sell
17,699
-858
-5% -$36.4K 0.14% 50
2021
Q2 		$772K Sell
18,557
-10,593
-36% -$442K 0.15% 44
2021
Q1 		$1.15M Sell
29,150
-9,427
-24% -$368K 0.41% 19
2020
Q4 		$1.45M Buy
38,577
+220
+0.6% +$7.68K 0.5% 21
2020
Q3 		$1.25M Sell
38,357
-62
-0.2% -$1.98K 0.51% 21
2020
Q2 		$1.14M Buy
38,419
+1,710
+5% +$47.2K 0.51% 20
2020
Q1 		$896K Buy
36,709
+2,628
+8% +$80.8K 0.49% 19
2019
Q4 		$1.18M Sell
34,081
-126
-0.4% -$4.2K 0.58% 16
2019
Q3 		$1.09M Buy
34,207
+776
+2% +$24.7K 0.52% 16
2019
Q2 		$1.09M Buy
33,431
+865
+3% +$28K 0.53% 15
2019
Q1 		$1.05M Buy
32,566
+833
+3% +$26.3K 0.53% 17
2018
Q4 		$923K Buy
31,733
+1,241
+4% +$39.5K 0.52% 18
2018
Q3 		$1.09M Sell
30,492
-241
-0.8% -$8.61K 0.5% 16
2018
Q2 		$1.11M Buy
30,733
+37
+0.1% +$1.37K 0.54% 16
2018
Q1 		$1.12M Sell
30,696
-703
-2% -$26.1K 0.58% 15
2017
Q4 		$1.15M Buy
31,399
+290
+0.9% +$10.5K 0.6% 15
2017
Q3 		$1.11M Buy
31,109
+707
+2% +$24.5K 0.64% 13
2017
Q2 		$1.02M Buy
30,402
+243
+0.8% +$7.95K 0.62% 14
2017
Q1 		$945K Buy
30,159
+1,989
+7% +$60.7K 0.69% 15
2016
Q4 		$820K Buy
28,170
+468
+2% +$13.8K 0.56% 16
2016
Q3 		$855K Sell
27,702
-602
-2% -$18.2K 0.6% 15
2016
Q2 		$815K Sell
28,304
-392
-1% -$11.5K 0.6% 15
2016
Q1 		$831K Sell
28,696
-1,237
-4% -$33.6K 0.61% 15
2015
Q4 		$863K Sell
29,933
-931
-3% -$27.5K 0.67% 14
2015
Q3 		$881K Buy
30,864
+678
+2% +$20.3K 0.73% 14
2015
Q2 		$945K Buy
30,186
+1,224
+4% +$38.9K 0.74% 13
2015
Q1 		$873K Buy
28,962
+2,017
+7% +$59.7K 0.7% 16
2014
Q4 		$777K Buy
+26,945
New +$805K 0.63% 19

Other funds holding SCHC

ML
McAdam LLC Philadelphia, Pennsylvania $2.59B AUM 21.24% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
JFGLC
Johnson Financial Group LLC (Colorado) Denver, Colorado $1.86B AUM 22.33% 1-Year Est. Return
MG
Mather Group Chicago, Illinois $11.5B AUM 18.82% 1-Year Est. Return
EWM
Empirical Wealth Management Seattle, Washington $6.85B AUM 30.02% 1-Year Est. Return
CL
Choreo LLC Rockford, Illinois $9.11B AUM 26.3% 1-Year Est. Return
SLT
St Louis Trust Saint Louis, Missouri $875M AUM 28.57% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Summit Financial Strategies's SCHC Position: Q2 2026 in Review

Summit Financial Strategies sold out of Schwab International Small-Cap Equity ETF (SCHC) in Q2 2026, closing a stake of 13,294 shares — an estimated $621K sold.

Summit Financial Strategies first reported a position in SCHC in Q4 2014 and held it in 46 quarters. The position peaked at $1.45M in Q4 2020. 340 funds tracked by Wall St. Rank hold SCHC as of Q2 2026.

  • Summit Financial Strategies reported no remaining Schwab International Small-Cap Equity ETF position as of Q2 2026 after selling out during the quarter.
  • Summit Financial Strategies sold 13,294 Schwab International Small-Cap Equity ETF shares in Q2 2026, an estimated $621K.
  • Summit Financial Strategies first reported a position in Schwab International Small-Cap Equity ETF in Q4 2014 and held it in 46 quarters.
  • Summit Financial Strategies's Schwab International Small-Cap Equity ETF position peaked at $1.45M in Q4 2020.
  • 340 funds tracked by Wall St. Rank held Schwab International Small-Cap Equity ETF as of Q2 2026.

Based on Summit Financial Strategies's 13F filing for Q2 2026, filed 24 Jul 2026.