Peak Asset Management’s Schwab US Large-Cap Growth ETF SCHG Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2018 Q4	–	Sell	-20,848	Closed	-$214K	–	133
2018 Q3	$214K	Sell	20,848 -4,296	-17%	-$42.8K	0.07%	120
2018 Q2	$238K	Sell	25,144 -4,000	-14%	-$37.2K	0.09%	116
2018 Q1	$261K	Sell	29,144 -8,096	-22%	-$74.6K	0.1%	105
2017 Q4	$329K	Sell	37,240 -3,664	-9%	-$31.5K	0.12%	97
2017 Q3	$338K	Sell	40,904 -928	-2%	-$7.53K	0.12%	106
2017 Q2	$330K	Sell	41,832 -6,000	-13%	-$46.8K	0.12%	108
2017 Q1	$362K	Buy	47,832 +8,216	+21%	+$60.7K	0.14%	106
2016 Q4	$276K	Hold	39,616	–	–	0.11%	120
2016 Q3	$275K	Buy	+39,616	New	+$272K	0.12%	113
2016 Q1	–	Sell	-50,272	Closed	-$332K	–	128
2015 Q4	$332K	Buy	+50,272	New	+$335K	0.16%	87

Other funds holding SCHG

Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return

APP

Avantax Planning Partners Dubuque, Iowa $4.02B AUM 20% 1-Year Est. Return

Mather Group Chicago, Illinois $11.5B AUM 18.82% 1-Year Est. Return

Mariner Overland Park, Kansas $95.2B AUM 32.92% 1-Year Est. Return

FEG

Fund Evaluation Group Cincinnati, Ohio $3.7B AUM 16.56% 1-Year Est. Return

MAM

Marquette Asset Management Minneapolis, Minnesota $779M AUM 23.4% 1-Year Est. Return

LTFS

Ladenburg Thalmann Financial Services Miami, Florida $15.9B AUM 25.16% 1-Year Est. Return

UCFA

United Capital Financial Advisors Irving, Texas $18.2B AUM 22.02% 1-Year Est. Return

SEI Investments Oaks, Pennsylvania $113B AUM 34.64% 1-Year Est. Return

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

Peak Asset Management's SCHG Position: Q4 2018 in Review

Peak Asset Management sold out of Schwab US Large-Cap Growth ETF (SCHG) in Q4 2018, closing a stake of 20,848 shares — an estimated $214K sold.

Peak Asset Management first reported a position in SCHG in Q4 2015 and held it in 10 quarters. The position peaked at $362K in Q1 2017. 408 funds tracked by Wall St. Rank hold SCHG as of Q4 2018.

Peak Asset Management reported no remaining Schwab US Large-Cap Growth ETF position as of Q4 2018 after selling out during the quarter.
Peak Asset Management sold 20,848 Schwab US Large-Cap Growth ETF shares in Q4 2018, an estimated $214K.
Peak Asset Management first reported a position in Schwab US Large-Cap Growth ETF in Q4 2015 and held it in 10 quarters.
Peak Asset Management's Schwab US Large-Cap Growth ETF position peaked at $362K in Q1 2017.
408 funds tracked by Wall St. Rank held Schwab US Large-Cap Growth ETF as of Q4 2018.

Based on Peak Asset Management's 13F filing for Q4 2018, filed 15 Feb 2019.