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

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$524K	Buy	20,453 +2,973	+17%	+$79.8K	0.09%	95
2025 Q4	$470K	Hold	17,480	–	–	0.08%	101
2025 Q3	$460K	Buy	17,480 +50	+0.3%	+$1.27K	0.08%	103
2025 Q2	$426K	Hold	17,430	–	–	0.08%	102
2025 Q1	$385K	Sell	17,430 -2,580	-13%	-$60.1K	0.07%	108
2024 Q4	$464K	Hold	20,010	–	–	0.09%	101
2024 Q3	$453K	Sell	20,010 -11,550	-37%	-$252K	0.09%	102
2024 Q2	$676K	Sell	31,560 -17,091	-35%	-$353K	0.13%	84
2024 Q1	$1.01M	Sell	48,651 -210	-0.4%	-$4.13K	0.2%	74
2023 Q4	$919K	Hold	48,861	–	–	0.2%	73
2023 Q3	$824K	Sell	48,861 -555	-1%	-$9.74K	0.2%	78
2023 Q2	$863K	Sell	49,416 -258	-0.5%	-$4.26K	0.2%	78
2023 Q1	$801K	Hold	49,674	–	–	0.2%	81
2022 Q4	$748K	Sell	49,674 -1,362	-3%	-$20.6K	0.19%	77
2022 Q3	$720K	Sell	51,036 -810	-2%	-$12.7K	0.21%	75
2022 Q2	$772K	Buy	51,846 +36	+0.1%	+$583	0.21%	77
2022 Q1	$930K	Sell	51,810 -1,806	-3%	-$32K	0.22%	72
2021 Q4	$1.02M	Hold	53,616	–	–	0.23%	68
2021 Q3	$930K	Sell	53,616 -1,560	-3%	-$27.8K	0.23%	71
2021 Q2	$956K	Hold	55,176	–	–	0.24%	68
2021 Q1	$883K	Sell	55,176 -8,724	-14%	-$137K	0.21%	74
2020 Q4	$969K	Sell	63,900 -2,346	-4%	-$33.6K	0.25%	63
2020 Q3	$890K	Sell	66,246 -14,880	-18%	-$198K	0.27%	60
2020 Q2	$1M	Sell	81,126 -26,502	-25%	-$309K	0.32%	52
2020 Q1	$1.1M	Sell	107,628 -6,954	-6%	-$84.5K	0.42%	46
2019 Q4	$1.47M	Hold	114,582	–	–	0.44%	44
2019 Q3	$1.35M	Sell	114,582 -7,830	-6%	-$92.3K	0.44%	44
2019 Q2	$1.43M	Buy	122,412 +6,612	+6%	+$75.9K	0.47%	42
2019 Q1	$1.3M	Buy	115,800 +5,334	+5%	+$57.8K	0.44%	47
2018 Q4	$1.1M	Buy	110,466 +114	+0.1%	+$1.22K	0.41%	49
2018 Q3	$1.28M	Buy	110,352 +9,114	+9%	+$104K	0.43%	47
2018 Q2	$1.1M	Buy	101,238 +21,822	+27%	+$235K	0.4%	48
2018 Q1	$835K	Buy	79,416 +42,630	+116%	+$464K	0.31%	56
2017 Q4	$391K	Buy	36,786 +8,334	+29%	+$86.3K	0.14%	89
2017 Q3	$285K	Buy	+28,452	New	+$279K	0.1%	113