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

Summit Financial’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 		$12.2M Buy
253,359
+13,107
+5% +$650K 0.13% 140
2026
Q1 		$11.2M Buy
240,252
+3,439
+1% +$166K 0.14% 132
2025
Q4 		$10.8M Buy
236,813
+4,380
+2% +$198K 0.16% 119
2025
Q3 		$10.6M Buy
232,433
+24,631
+12% +$1.08M 0.16% 116
2025
Q2 		$8.85M Buy
207,802
+130,987
+171% +$5.07M 0.2% 92
2025
Q1 		$2.76M Buy
+76,815
New +$2.74M 0.08% 218

Other funds holding SCHC

TCIIS
TIAA-CREF Individual & Institutional Services New York $29.1B AUM
SC
Savant Capital Rockford, Illinois $34.1B AUM 22.4% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
ML
McAdam LLC Philadelphia, Pennsylvania $2.59B AUM 21.24% 1-Year Est. Return
SAG
SageView Advisory Group Newport Beach, California $3.05B AUM 18.61% 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

Summit Financial's SCHC Position: Q2 2026 in Review

Summit Financial increased its Schwab International Small-Cap Equity ETF (SCHC) stake by 5.5% in Q2 2026, buying an estimated $650K and bringing the position to 253,359 shares worth $12.2M. The position accounts for 0.13% of the portfolio, ranked #140.

Summit Financial first reported a position in SCHC in Q1 2025 and has held it in 6 quarters since. 523 funds tracked by Wall St. Rank hold SCHC as of Q2 2026.

  • Summit Financial held 253,359 shares of Schwab International Small-Cap Equity ETF worth $12.2M as of Q2 2026.
  • Summit Financial bought 13,107 Schwab International Small-Cap Equity ETF shares in Q2 2026, an estimated $650K.
  • Schwab International Small-Cap Equity ETF made up 0.13% of Summit Financial's portfolio in Q2 2026, its #140 holding.
  • Summit Financial first reported a position in Schwab International Small-Cap Equity ETF in Q1 2025 and has held it in 6 quarters since.
  • 523 funds tracked by Wall St. Rank held Schwab International Small-Cap Equity ETF as of Q2 2026.

Based on Summit Financial's 13F filing for Q2 2026, filed 12 Aug 2026.