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

Peak Financial 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 		$4.34M Sell
169,078
-4,722
-3% -$127K 1.1% 24
2025
Q4 		$4.68M Sell
173,800
-7,679
-4% -$205K 1.21% 24
2025
Q3 		$4.78M Sell
181,479
-15,257
-8% -$387K 1.26% 25
2025
Q2 		$4.81M Sell
196,736
-4,043
-2% -$91.4K 1.37% 23
2025
Q1 		$4.43M Sell
200,779
-3,799
-2% -$88.4K 1.33% 23
2024
Q4 		$4.74M Sell
204,578
-5,635
-3% -$131K 1.42% 24
2024
Q3 		$4.75M Sell
210,213
-30
-0% -$654 1.4% 24
2024
Q2 		$4.5M Sell
210,243
-5,991
-3% -$124K 1.41% 25
2024
Q1 		$4.47M Sell
216,234
-4,218
-2% -$83K 1.42% 25
2023
Q4 		$4.14M Sell
220,452
-18,168
-8% -$319K 1.39% 25
2023
Q3 		$4.02M Sell
238,620
-612
-0.3% -$10.7K 1.46% 26
2023
Q2 		$4.18M Sell
239,232
-4,938
-2% -$81.5K 1.49% 27
2023
Q1 		$3.94M Sell
244,170
-780
-0.3% -$12.3K 1.46% 27
2022
Q4 		$3.69M Buy
244,950
+2,973
+1% +$45K 1.45% 28
2022
Q3 		$3.42M Buy
241,977
+579
+0.2% +$9.08K 1.42% 29
2022
Q2 		$3.59M Buy
241,398
+381
+0.2% +$6.17K 1.38% 27
2022
Q1 		$4.33M Sell
241,017
-5,607
-2% -$99.3K 1.45% 28
2021
Q4 		$4.68M Sell
246,624
-6,948
-3% -$128K 1.51% 27
2021
Q3 		$4.4M Buy
253,572
+3,012
+1% +$53.7K 1.49% 27
2021
Q2 		$4.34M Sell
250,560
-11,688
-4% -$197K 1.47% 27
2021
Q1 		$4.2M Buy
262,248
+1,224
+0.5% +$19.2K 1.52% 27
2020
Q4 		$3.96M Buy
261,024
+5,238
+2% +$75K 1.49% 27
2020
Q3 		$3.44M Buy
255,786
+3,228
+1% +$42.9K 1.48% 29
2020
Q2 		$3.12M Sell
252,558
-27,588
-10% -$322K 1.46% 28
2020
Q1 		$2.86M Buy
280,146
+5,622
+2% +$68.3K 1.46% 29
2019
Q4 		$3.51M Sell
274,524
-1,914
-0.7% -$23.5K 1.5% 26
2019
Q3 		$3.27M Sell
276,438
-624
-0.2% -$7.35K 1.45% 26
2019
Q2 		$3.24M Sell
277,062
-2,556
-0.9% -$29.4K 1.46% 26
2019
Q1 		$3.15M Buy
279,618
+3,618
+1% +$39.2K 1.45% 26
2018
Q4 		$2.75M Buy
276,000
+40,506
+17% +$435K 1.35% 28
2018
Q3 		$2.73M Buy
235,494
+12,132
+5% +$138K 1.23% 24
2018
Q2 		$2.42M Buy
223,362
+86,958
+64% +$938K 1.12% 26
2018
Q1 		$1.43M Sell
136,404
-414
-0.3% -$4.5K 0.68% 29
2017
Q4 		$1.45M Buy
136,818
+4,572
+3% +$47.4K 0.55% 28
2017
Q3 		$1.32M Sell
132,246
-438
-0.3% -$4.3K 0.51% 26
2017
Q2 		$1.28M Buy
132,684
+12
+0% +$114 0.5% 24
2017
Q1 		$1.24M Buy
132,672
+5,922
+5% +$54.7K 0.5% 24
2016
Q4 		$1.13M Buy
+126,750
New +$1.1M 0.49% 22

Other funds holding SCHX

US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
HSA
HBK Sorce Advisory Erie, Pennsylvania $5.05B AUM 16.64% 1-Year Est. Return
MGIA
Moneta Group Investment Advisors St Louis, Missouri $13.3B AUM 18.65% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return
SFG
Sage Financial Group W. Conshohocken, Pennsylvania $1.54B AUM 16.9% 1-Year Est. Return
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $57.3B AUM 18.32% 1-Year Est. Return
Cerity Partners
Cerity Partners New York $70.8B AUM 21.68% 1-Year Est. Return

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

Peak Financial Management reduced its Schwab US Large- Cap ETF (SCHX) stake by 2.7% in Q1 2026, selling an estimated $127K and leaving 169,078 shares worth $4.34M. The position accounts for 1.1% of the portfolio, ranked #24.

Peak Financial Management first reported a position in SCHX in Q4 2016 and has held it in 38 quarters since. The position peaked at $4.81M in Q2 2025. 1,534 funds tracked by Wall St. Rank hold SCHX as of Q1 2026.

  • Peak Financial Management held 169,078 shares of Schwab US Large- Cap ETF worth $4.34M as of Q1 2026.
  • Peak Financial Management sold 4,722 Schwab US Large- Cap ETF shares in Q1 2026, an estimated $127K.
  • Schwab US Large- Cap ETF made up 1.1% of Peak Financial Management's portfolio in Q1 2026, its #24 holding.
  • Peak Financial Management first reported a position in Schwab US Large- Cap ETF in Q4 2016 and has held it in 38 quarters since.
  • Peak Financial Management's Schwab US Large- Cap ETF position peaked at $4.81M in Q2 2025.
  • 1,534 funds tracked by Wall St. Rank held Schwab US Large- Cap ETF as of Q1 2026.

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