Peak Capital Management’s Schwab US Large-Cap Value ETF SCHV Stock Holding History

Peak Capital 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
2019 Q2	–	Sell	-374,355	Closed	-$6.83M	–	30
2019 Q1	$6.83M	Sell	374,355 -210,216	-36%	-$3.73M	4.68%	9
2018 Q4	$9.6M	Buy	584,571 +100,950	+21%	+$1.79M	6.9%	4
2018 Q3	$8.72M	Buy	483,621 +118,818	+33%	+$2.2M	6.41%	4
2018 Q2	$6.46M	Buy	364,803 +27,303	+8%	+$487K	3.91%	8
2018 Q1	$5.95M	Sell	337,500 -26,457	-7%	-$485K	4.61%	8
2017 Q4	$6.29M	Hold	363,957	–	–	4.28%	8
2017 Q3	$6.29M	Buy	363,957 +62,490	+21%	+$1.06M	4.18%	8
2017 Q2	$5.04M	Buy	+301,467	New	+$5.01M	2.82%	9

Other funds holding SCHV

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 Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Mather Group Chicago, Illinois $11.5B AUM 18.82% 1-Year Est. Return

Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return

Gainplan Bloomfield Hills, Michigan $254M AUM 25.62% 1-Year Est. Return

SEI Investments Oaks, Pennsylvania $113B AUM 34.64% 1-Year Est. Return

UCFA

United Capital Financial Advisors Irving, Texas $18.2B AUM 22.02% 1-Year Est. Return

LTFS

Ladenburg Thalmann Financial Services Miami, Florida $15.9B AUM 25.16% 1-Year Est. Return

Peak Capital Management's SCHV Position: Q2 2019 in Review

Peak Capital Management sold out of Schwab US Large-Cap Value ETF (SCHV) in Q2 2019, closing a stake of 374,355 shares — an estimated $6.83M sold.

Peak Capital Management first reported a position in SCHV in Q2 2017 and held it in 8 quarters. The position peaked at $9.6M in Q4 2018. 416 funds tracked by Wall St. Rank hold SCHV as of Q2 2019.

Peak Capital Management reported no remaining Schwab US Large-Cap Value ETF position as of Q2 2019 after selling out during the quarter.
Peak Capital Management sold 374,355 Schwab US Large-Cap Value ETF shares in Q2 2019, an estimated $6.83M.
Peak Capital Management first reported a position in Schwab US Large-Cap Value ETF in Q2 2017 and held it in 8 quarters.
Peak Capital Management's Schwab US Large-Cap Value ETF position peaked at $9.6M in Q4 2018.
416 funds tracked by Wall St. Rank held Schwab US Large-Cap Value ETF as of Q2 2019.

Based on Peak Capital Management's 13F filing for Q2 2019, filed 22 Aug 2019.