Peak Asset Management’s Charles Schwab SCHW Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$1.34M	Buy	+14,563	New	+$1.33M	0.2%	77
2020 Q1	–	Sell	-4,569	Closed	-$217K	–	131
2019 Q4	$217K	Buy	+4,569	New	+$201K	0.07%	115
2018 Q4	–	Sell	-4,209	Closed	-$207K	–	134
2018 Q3	$207K	Hold	4,209	–	–	0.07%	122
2018 Q2	$215K	Sell	4,209 -113	-3%	-$6.26K	0.08%	121
2018 Q1	$226K	Buy	4,322 +206	+5%	+$11K	0.08%	116
2017 Q4	$211K	Buy	+4,116	New	+$193K	0.08%	118

Other funds holding SCHW

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Peak Asset Management's SCHW Position: Q2 2026 in Review

Peak Asset Management opened a new position in Charles Schwab (SCHW) in Q2 2026: 14,563 shares worth $1.34M. The stake represents 0.2% of the portfolio and ranks #77 among its holdings. This is a return to the name: Peak Asset Management previously reported a position in SCHW as recently as Q4 2019.

Peak Asset Management first reported a position in SCHW in Q4 2017 and has held it in 6 quarters since. 2,307 funds tracked by Wall St. Rank hold SCHW as of Q2 2026.

Peak Asset Management held 14,563 shares of Charles Schwab worth $1.34M as of Q2 2026.
Charles Schwab was a new Peak Asset Management position in Q2 2026.
Charles Schwab made up 0.2% of Peak Asset Management's portfolio in Q2 2026, its #77 holding.
Peak Asset Management first reported a position in Charles Schwab in Q4 2017 and has held it in 6 quarters since.
2,307 funds tracked by Wall St. Rank held Charles Schwab as of Q2 2026.

Based on Peak Asset Management's 13F filing for Q2 2026, filed 14 Aug 2026.