Skip to main content

Peak Asset Management, LLC

SEC CIK
0001632512
Latest filing
Aug 13, 2026

SCHW holding history

Schwab Charles Corp in every 13F filed by Peak Asset Management, LLC, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

SCHW overviewAll 13F holders of SCHWFull Q2 2026 holdings

Shares (Q2 2026)
14,563
Value
$1.34M
% of portfolio
0.2%
Quarters held
1
Since Q2 2026
Holdings of SCHW by Peak Asset Management, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 202614,563$1.34M0.2%+14,563NewHolders