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

Financial Engines Advisors
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
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
KF
Krilogy Financial St. Louis, Missouri $3.38B AUM 30.57% 1-Year Est. Return
CCWA
CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.61B AUM 16.44% 1-Year Est. Return
FCI
Financial Counselors Inc Overland Park, Kansas $72.7M AUM 22.36% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 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 $1.16B AUM 27.46% 1-Year Est. Return

Peak Asset Management's SCHV Position: Q1 2017 in Review

Peak Asset Management sold out of Schwab US Large-Cap Value ETF (SCHV) in Q1 2017, closing a stake of 12,936 shares — an estimated $207K sold.

Peak Asset Management first reported a position in SCHV in Q4 2014 and held it in 7 quarters. The position peaked at $306K in Q4 2014. 195 funds tracked by Wall St. Rank hold SCHV as of Q1 2017.

  • Peak Asset Management reported no remaining Schwab US Large-Cap Value ETF position as of Q1 2017 after selling out during the quarter.
  • Peak Asset Management sold 12,936 Schwab US Large-Cap Value ETF shares in Q1 2017, an estimated $207K.
  • Peak Asset Management first reported a position in Schwab US Large-Cap Value ETF in Q4 2014 and held it in 7 quarters.
  • Peak Asset Management's Schwab US Large-Cap Value ETF position peaked at $306K in Q4 2014.
  • 195 funds tracked by Wall St. Rank held Schwab US Large-Cap Value ETF as of Q1 2017.

Based on Peak Asset Management's 13F filing for Q1 2017, filed 11 May 2017.