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Schwab Intl Small Cap Equity ETF shares owned by Peak Financial Management

Quarter-by-quarter ownership of Schwab Intl Small Cap Equity ETF (SCHC) shares owned by Peak Financial Management from 13F filings

Historical chart of Peak Financial Management investment in Schwab Intl Small Cap Equity ETF

Tip: Access up to 7 years of quarterly data

All positions including Schwab Intl Small Cap Equity ETF held by Peak Financial Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Schwab Intl Small Cap Equity ETF by Peak Financial Management

Quarter filed Position value Share count Share price at filing
2024-09-30 $741k 19k 38.53
2024-06-30 $713k 20k 35.58
2024-03-31 $720k 20k 35.80
2023-12-31 $741k 21k 34.89
2023-09-30 $1.6M 51k 32.25
2023-06-30 $7.1M 211k 33.77
2023-03-31 $7.1M 211k 33.71
2022-12-31 $6.6M 208k 31.47
2022-09-30 $5.9M 211k 27.75
2022-06-30 $6.4M 204k 31.23
2022-03-31 $7.7M 202k 37.97
2021-12-31 $8.2M 200k 40.93
2021-09-30 $8.3M 201k 41.52
2021-06-30 $8.3M 201k 41.60
2021-03-31 $8.0M 203k 39.42
2020-12-31 $7.8M 207k 37.65
2020-09-30 $6.5M 201k 32.53
2020-06-30 $6.0M 202k 29.57
2020-03-31 $5.2M 211k 24.40
2019-12-31 $6.9M 200k 34.65
2019-09-30 $6.4M 200k 31.80
2019-06-30 $6.5M 200k 32.64
2019-03-31 $6.5M 203k 32.25
2018-12-31 $5.8M 199k 29.10
2018-09-30 $7.2M 202k 35.66
2018-06-30 $7.3M 203k 36.07
2018-03-31 $7.3M 201k 36.51
2017-12-31 $9.8M 268k 36.63
2017-09-30 $9.5M 265k 35.82
2017-06-30 $8.7M 260k 33.63
2017-03-31 $8.1M 258k 31.33
2016-12-31 $7.1M 244k 29.10

More positions owned by Peak Financial Management

Vanguard Star Fds Vg Tl Intl Stk F (VXUS)
Vanguard Index Fds Total Stk Mkt (VTI)
Spdr Index Shs Fds Portfli Msci Gbl (SPGM)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)
Schwab Strategic Tr Us Tips Etf (SCHP)
Ishares Tr Core Us Aggbd Et (AGG)
Vanguard Scottsdale Fds Int-term Corp (VCIT)
Schwab Strategic Tr Us Mid-cap Etf (SCHM)
Spdr Index Shs Fds Portfolio Emg Mk (SPEM)
Schwab Strategic Tr Us Brd Mkt Etf (SCHB)
Apple (AAPL)
Ishares Tr 0-5yr Hi Yl Cp (SHYG)
Ishares Tr Core Lt Usdb Etf (ILTB)
Invesco Exchange Traded Fd T S&p500 Pur Val (RPV)

View all positions for Peak Financial Management

Top funds holding Schwab Intl Small Cap Equity ETF

Pnc Financial Services
Savant Capital Management
Tiaa Trust, National Association
State Street Corporation
Envestnet Asset Management
McAdam
Creative Planning
BlackRock
SageView Advisory Group
CI Private Wealth
Johnson Financial
Mather Group
BlackRock
Colony
Rsm Us Wealth Management

View all funds holding Schwab Intl Small Cap Equity ETF