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Peak Financial Management’s Schwab US Broad Market ETF SCHB Stock Holding History

Peak Financial Management’s Portfolio SCHB Stock Details SCHB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$11.8M Buy
468,548
+1,149
+0.2% +$30.1K 2.99% 13
2025
Q4 		$12.3M Buy
467,399
+9,032
+2% +$235K 3.16% 9
2025
Q3 		$11.8M Buy
458,367
+5,074
+1% +$126K 3.12% 10
2025
Q2 		$10.8M Buy
453,293
+14,292
+3% +$315K 3.07% 10
2025
Q1 		$9.45M Buy
439,001
+5,529
+1% +$126K 2.83% 15
2024
Q4 		$9.84M Buy
433,472
+12,878
+3% +$294K 2.95% 11
2024
Q3 		$9.33M Buy
420,594
+11,724
+3% +$250K 2.74% 11
2024
Q2 		$8.57M Buy
408,870
+13,668
+3% +$277K 2.68% 13
2024
Q1 		$8.04M Buy
395,202
+8,469
+2% +$164K 2.55% 14
2023
Q4 		$7.18M Buy
386,733
+8,652
+2% +$149K 2.41% 17
2023
Q3 		$6.28M Buy
378,081
+64,017
+20% +$1.11M 2.29% 18
2023
Q2 		$5.41M Sell
314,064
-1,482
-0.5% -$24.2K 1.93% 22
2023
Q1 		$5.03M Buy
315,546
+1,722
+0.5% +$26.9K 1.87% 24
2022
Q4 		$4.69M Buy
313,824
+9,951
+3% +$150K 1.84% 24
2022
Q3 		$4.25M Buy
303,873
+4,929
+2% +$76.7K 1.77% 23
2022
Q2 		$4.4M Sell
298,944
-3,606
-1% -$57.9K 1.69% 26
2022
Q1 		$5.38M Sell
302,550
-14,706
-5% -$258K 1.8% 25
2021
Q4 		$5.98M Sell
317,256
-6,018
-2% -$111K 1.94% 23
2021
Q3 		$5.6M Sell
323,274
-4,506
-1% -$80.1K 1.9% 24
2021
Q2 		$5.7M Sell
327,780
-1,536
-0.5% -$26K 1.93% 24
2021
Q1 		$5.31M Buy
329,316
+4,764
+1% +$75.1K 1.92% 24
2020
Q4 		$4.92M Buy
324,552
+20,916
+7% +$298K 1.85% 24
2020
Q3 		$4.03M Buy
303,636
+5,334
+2% +$70.1K 1.74% 24
2020
Q2 		$3.65M Sell
298,302
-41,580
-12% -$479K 1.72% 24
2020
Q1 		$3.42M Sell
339,882
-34,602
-9% -$419K 1.75% 26
2019
Q4 		$4.8M Buy
374,484
+942
+0.3% +$11.6K 2.05% 21
2019
Q3 		$4.42M Buy
373,542
+7,614
+2% +$90K 1.96% 22
2019
Q2 		$4.3M Sell
365,928
-2,352
-0.6% -$27.2K 1.93% 22
2019
Q1 		$4.18M Buy
368,280
+3,294
+0.9% +$36K 1.92% 22
2018
Q4 		$3.65M Buy
364,986
+57,960
+19% +$627K 1.79% 22
2018
Q3 		$3.6M Buy
307,026
+12,000
+4% +$138K 1.62% 21
2018
Q2 		$3.25M Buy
295,026
+49,974
+20% +$546K 1.5% 22
2018
Q1 		$2.6M Sell
245,052
-225,924
-48% -$2.48M 1.24% 24
2017
Q4 		$5.07M Buy
470,976
+26,646
+6% +$279K 1.92% 22
2017
Q3 		$4.51M Sell
444,330
-8,430
-2% -$83.7K 1.74% 21
2017
Q2 		$4.41M Buy
452,760
+6,180
+1% +$59.7K 1.73% 20
2017
Q1 		$4.25M Buy
446,580
+48,714
+12% +$457K 1.72% 20
2016
Q4 		$3.59M Buy
+397,866
New +$3.51M 1.56% 20
2015
Q4 		$336K Buy
+41,070
New +$339K 0.15% 23

Other funds holding SCHB

Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return
R
Rebalance Palo Alto, California $1.91B AUM 16.23% 1-Year Est. Return
SCM
SCS Capital Management Boston, Massachusetts $9.44B AUM 18.1% 1-Year Est. Return
UBS AM
UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
SG
Strid Group Newtown Square, Pennsylvania $807M AUM 18.59% 1-Year Est. Return
EK
Evensky & Katz Coral Gables, Florida $1.76B AUM 18.21% 1-Year Est. Return
HCM
Hengehold Capital Management Cincinnati, Ohio $1.29B AUM 17.41% 1-Year Est. Return

Peak Financial Management's SCHB Position: Q1 2026 in Review

Peak Financial Management increased its Schwab US Broad Market ETF (SCHB) stake by 0.25% in Q1 2026, buying an estimated $30.1K and bringing the position to 468,548 shares worth $11.8M. The position accounts for 2.99% of the portfolio, ranked #13.

Peak Financial Management first reported a position in SCHB in Q4 2015 and has held it in 39 quarters since. The position peaked at $12.3M in Q4 2025. 1,307 funds tracked by Wall St. Rank hold SCHB as of Q1 2026.

  • Peak Financial Management held 468,548 shares of Schwab US Broad Market ETF worth $11.8M as of Q1 2026.
  • Peak Financial Management bought 1,149 Schwab US Broad Market ETF shares in Q1 2026, an estimated $30.1K.
  • Schwab US Broad Market ETF made up 2.99% of Peak Financial Management's portfolio in Q1 2026, its #13 holding.
  • Peak Financial Management first reported a position in Schwab US Broad Market ETF in Q4 2015 and has held it in 39 quarters since.
  • Peak Financial Management's Schwab US Broad Market ETF position peaked at $12.3M in Q4 2025.
  • 1,307 funds tracked by Wall St. Rank held Schwab US Broad Market ETF as of Q1 2026.

Based on Peak Financial Management's 13F filing for Q1 2026, filed 28 Apr 2026.