SCHA β€” SCHWAB STRATEGIC TR

Ownership history in Peak Capital Management LLC  Β·  9 quarters on record

AI Ownership Summary

Peak Capital Management LLC reported SCHWAB STRATEGIC TR (SCHA) in 9 quarterly 13F filings .

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings. Older history is available after unlock; the visible window still shows the most recent pattern.

What this SCHA ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Peak Capital Management LLC's position in SCHWAB STRATEGIC TR, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
β€”

See the most recent quarter where the fund disclosed this position.

High-water mark
Peak Conviction
β€”

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
9 quarters

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

How Peak Capital Management LLC held SCHA β€” position size vs. price
% of Fund (quarterly)    SCHA price (quarter-end, indexed to 100)
πŸ“‹ Quarterly Holdings History 0 quarters  β–Ύ
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
9 older quarters hidden  β€”  Sign in free or upgrade to Premium to see full history

FAQ About Peak Capital Management LLC and SCHA

These are the practical questions this page is built to answer before you even open the full history table.

How long has Peak Capital Management LLC reported owning SCHA?

Peak Capital Management LLC reported SCHA across 0 quarterly 13F filings.

What was the largest reported SCHA position in Peak Capital Management LLC's portfolio?

This page shows the quarter-by-quarter portfolio weight history for SCHA in Peak Capital Management LLC.

What is the latest reported SCHA position on this page?

The most recent filing on this page is 2019 Q4, when Peak Capital Management LLC reported 3,813 shares, equal to 0.23% of portfolio, with an estimated market value of $288K.

What does the chart on this SCHA ownership page compare?

The chart compares Peak Capital Management LLC's quarterly SCHA portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

← Back to Peak Capital Management LLC Holdings