Peak Asset Management’s Schwab US Large- Cap ETF SCHX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $460K | Buy |
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|
2025
Q2 | $426K | Hold |
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|
2025
Q1 | $385K | Sell |
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|
2024
Q4 | $464K | Hold |
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|
2024
Q3 | $453K | Sell |
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|
2024
Q2 | $676K | Sell |
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|
2024
Q1 | $1.01M | Sell |
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|
2023
Q4 | $919K | Hold |
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|
2023
Q3 | $824K | Sell |
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|
2023
Q2 | $863K | Sell |
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|
2023
Q1 | $801K | Hold |
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|
2022
Q4 | $748K | Sell |
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|
2022
Q3 | $720K | Sell |
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|
2022
Q2 | $772K | Buy |
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|
2022
Q1 | $930K | Sell |
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|
2021
Q4 | $1.02M | Hold |
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|
2021
Q3 | $930K | Sell |
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|
2021
Q2 | $956K | Hold |
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|
2021
Q1 | $883K | Sell |
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|
2020
Q4 | $969K | Sell |
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|
2020
Q3 | $890K | Sell |
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|
2020
Q2 | $1M | Sell |
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|
2020
Q1 | $1.1M | Sell |
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|
2019
Q4 | $1.47M | Hold |
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|
2019
Q3 | $1.35M | Sell |
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|
2019
Q2 | $1.43M | Buy |
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|
2019
Q1 | $1.3M | Buy |
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|
2018
Q4 | $1.1M | Buy |
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|
2018
Q3 | $1.28M | Buy |
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|
2018
Q2 | $1.1M | Buy |
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|
2018
Q1 | $835K | Buy |
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|
2017
Q4 | $391K | Buy |
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|
2017
Q3 | $285K | Buy |
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