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Peak Asset Management’s Schwab US Aggregate Bond ETF SCHZ Stock Holding History

Peak Asset Management’s Portfolio SCHZ Stock Details SCHZ Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q2 		– Sell
-12,734
Closed -$322K – 143
2022
Q1 		$322K Sell
12,734
-326
-2% -$8.47K 0.07% 107
2021
Q4 		$352K Sell
13,060
-5,340
-29% -$144K 0.08% 111
2021
Q3 		$499K Hold
18,400
– – 0.12% 92
2021
Q2 		$502K Sell
18,400
-2,390
-11% -$64.9K 0.12% 93
2021
Q1 		$561K Sell
20,790
-3,692
-15% -$101K 0.14% 92
2020
Q4 		$686K Sell
24,482
-1,010
-4% -$28.2K 0.18% 75
2020
Q3 		$715K Hold
25,492
– – 0.21% 66
2020
Q2 		$717K Sell
25,492
-1,000
-4% -$27.8K 0.23% 62
2020
Q1 		$719K Hold
26,492
– – 0.28% 56
2019
Q4 		$708K Buy
26,492
+92
+0.3% +$2.47K 0.21% 63
2019
Q3 		$711K Sell
26,400
-44
-0.2% -$1.18K 0.23% 63
2019
Q2 		$701K Buy
26,444
+2,202
+9% +$57.3K 0.23% 67
2019
Q1 		$629K Buy
24,242
+3,472
+17% +$88.6K 0.21% 70
2018
Q4 		$525K Sell
20,770
-102
-0.5% -$2.55K 0.2% 71
2018
Q3 		$524K Hold
20,872
– – 0.18% 74
2018
Q2 		$528K Sell
20,872
-26
-0.1% -$657 0.19% 71
2018
Q1 		$533K Sell
20,898
-2,686
-11% -$68.7K 0.2% 74
2017
Q4 		$614K Sell
23,584
-560
-2% -$14.6K 0.22% 69
2017
Q3 		$632K Sell
24,144
-244
-1% -$6.39K 0.23% 75
2017
Q2 		$637K Sell
24,388
-2,264
-8% -$59.1K 0.24% 75
2017
Q1 		$690K Buy
26,652
+582
+2% +$15K 0.26% 72
2016
Q4 		$671K Buy
26,070
+6,412
+33% +$168K 0.27% 73
2016
Q3 		$528K Sell
19,658
-840
-4% -$22.5K 0.22% 86
2016
Q2 		$551K Buy
20,498
+5,696
+38% +$151K 0.24% 76
2016
Q1 		$391K Buy
14,802
+3,488
+31% +$91.1K 0.19% 85
2015
Q4 		$291K Buy
11,314
+1,634
+17% +$42.3K 0.14% 95
2015
Q3 		$252K Buy
9,680
+800
+9% +$20.7K 0.13% 98
2015
Q2 		$230K Buy
+8,880
New +$232K 0.12% 109

Other funds holding SCHZ

Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
OIA
OneDigital Investment Advisors Overland Park, Kansas $11.8B AUM 21.23% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
MFRM
Milliman Financial Risk Management Chicago, Illinois $6.4B AUM 12.26% 1-Year Est. Return
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
RIM
Rockbridge Investment Management Syracuse, New York $1.23B AUM 15.23% 1-Year Est. Return
HCM
Hengehold Capital Management Cincinnati, Ohio $1.29B AUM 17.41% 1-Year Est. Return

Peak Asset Management's SCHZ Position: Q2 2022 in Review

Peak Asset Management sold out of Schwab US Aggregate Bond ETF (SCHZ) in Q2 2022, closing a stake of 12,734 shares — an estimated $322K sold.

Peak Asset Management first reported a position in SCHZ in Q2 2015 and held it in 28 quarters. The position peaked at $719K in Q1 2020. 534 funds tracked by Wall St. Rank hold SCHZ as of Q2 2022.

  • Peak Asset Management reported no remaining Schwab US Aggregate Bond ETF position as of Q2 2022 after selling out during the quarter.
  • Peak Asset Management sold 12,734 Schwab US Aggregate Bond ETF shares in Q2 2022, an estimated $322K.
  • Peak Asset Management first reported a position in Schwab US Aggregate Bond ETF in Q2 2015 and held it in 28 quarters.
  • Peak Asset Management's Schwab US Aggregate Bond ETF position peaked at $719K in Q1 2020.
  • 534 funds tracked by Wall St. Rank held Schwab US Aggregate Bond ETF as of Q2 2022.

Based on Peak Asset Management's 13F filing for Q2 2022, filed 11 Aug 2022.