PAM
SCHV

Peak Asset Management’s Schwab US Large-Cap Value ETF SCHV Stock Holding History

Peak Asset Management’s Portfolio SCHV Stock Details SCHV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2017
Q1 		– Sell
-12,936
Closed -$207K – 153
2016
Q4 		$207K Buy
+12,936
New +$201K 0.08% 138
2016
Q2 		– Sell
-18,213
Closed -$262K – 139
2016
Q1 		$262K Buy
18,213
+2,514
+16% +$34.4K 0.12% 104
2015
Q4 		$222K Buy
15,699
+300
+2% +$4.26K 0.11% 108
2015
Q3 		$204K Hold
15,399
– – 0.11% 110
2015
Q2 		$221K Sell
15,399
-5,397
-26% -$79.4K 0.12% 113
2015
Q1 		$300K Hold
20,796
– – 0.15% 93
2014
Q4 		$306K Buy
+20,796
New +$300K 0.16% 90

Other funds holding SCHV

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APP
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Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $45.5B AUM 21.01% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
KF
Krilogy Financial St. Louis, Missouri $3.1B AUM 20.67% 1-Year Est. Return
CCWA
CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $6.83B AUM 12.51% 1-Year Est. Return
FCI
Financial Counselors Inc Overland Park, Kansas $70.9M AUM 16.78% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
LTFS
Ladenburg Thalmann Financial Services Miami, Florida $15.9B AUM 25.16% 1-Year Est. Return
AA
Apriem Advisors Irvine, California $1.05B AUM 22.09% 1-Year Est. Return