Peak Asset Management’s Schwab US Dividend Equity ETF SCHD Stock Holding History

Peak Asset Management’s Portfolio SCHD Stock Details SCHD Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	–	Sell	-7,500	Closed	-$210K	–	152
2025 Q1	$210K	Hold	7,500	–	–	0.04%	141
2024 Q4	$205K	Hold	7,500	–	–	0.04%	145
2024 Q3	$211K	Buy	+7,500	New	+$204K	0.04%	147
2024 Q2	–	Sell	-7,500	Closed	-$202K	–	150
2024 Q1	$202K	Buy	+7,500	New	+$194K	0.04%	143
2023 Q1	–	Sell	-9,000	Closed	-$227K	–	147
2022 Q4	$227K	Buy	+9,000	New	+$222K	0.06%	129
2022 Q3	–	Sell	-9,000	Closed	-$215K	–	145
2022 Q2	$215K	Hold	9,000	–	–	0.06%	128
2022 Q1	$237K	Hold	9,000	–	–	0.06%	125
2021 Q4	$242K	Hold	9,000	–	–	0.06%	127
2021 Q3	$223K	Hold	9,000	–	–	0.06%	128
2021 Q2	$227K	Hold	9,000	–	–	0.06%	129
2021 Q1	$219K	Buy	+9,000	New	+$205K	0.05%	139
2020 Q1	–	Sell	-11,229	Closed	-$217K	–	130
2019 Q4	$217K	Buy	11,229 +18	+0.2%	+$337	0.07%	114
2019 Q3	$205K	Buy	+11,211	New	+$201K	0.07%	113

Other funds holding SCHD

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

WANY

Wealthspire Advisors (New York) New York $18.2B AUM 21.48% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

AAS

Avantax Advisory Services Dallas, Texas $18.2B AUM 15.06% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Peak Asset Management's SCHD Position: Q2 2025 in Review

Peak Asset Management sold out of Schwab US Dividend Equity ETF (SCHD) in Q2 2025, closing a stake of 7,500 shares — an estimated $210K sold.

Peak Asset Management first reported a position in SCHD in Q3 2019 and held it in 13 quarters. The position peaked at $242K in Q4 2021. 1,803 funds tracked by Wall St. Rank hold SCHD as of Q2 2025.

Peak Asset Management reported no remaining Schwab US Dividend Equity ETF position as of Q2 2025 after selling out during the quarter.
Peak Asset Management sold 7,500 Schwab US Dividend Equity ETF shares in Q2 2025, an estimated $210K.
Peak Asset Management first reported a position in Schwab US Dividend Equity ETF in Q3 2019 and held it in 13 quarters.
Peak Asset Management's Schwab US Dividend Equity ETF position peaked at $242K in Q4 2021.
1,803 funds tracked by Wall St. Rank held Schwab US Dividend Equity ETF as of Q2 2025.

Based on Peak Asset Management's 13F filing for Q2 2025, filed 14 Aug 2025.