Peak Asset Management, LLC Schwab Strategic U.S. Mid Cap Transaction History

Peak Asset Management, LLC

  • $500 Million
  • Q2 2024

A detailed history of Peak Asset Management, LLC transactions in Schwab Strategic U.S. Mid Cap stock. As of the latest transaction made, Peak Asset Management, LLC holds 3,049 shares of SCHM stock, worth $253,249. This represents 0.05% of its overall portfolio holdings.

Number of Shares
3,049
Previous 3,049 -0.0%
Holding current value
$253,249
Previous $248,000 4.44%
% of portfolio
0.05%
Previous 0.05%

Shares

20 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2024

May 10, 2024
SELL
$72.89 - $81.43 $126,537 - $141,362
-1,736 Reduced 36.28%
3,049 $248,000
Q3 2023

Nov 14, 2023
SELL
$66.75 - $73.98 $867 - $961
-13 Reduced 0.27%
4,785 $323,000
Q2 2023

Aug 11, 2023
BUY
$65.29 - $71.03 $16,975 - $18,467
260 Added 5.73%
4,798 $340,000
Q4 2022

Jan 30, 2023
BUY
$61.05 - $69.94 $4,639 - $5,315
76 Added 1.7%
4,538 $297,000
Q1 2022

May 12, 2022
SELL
$70.66 - $80.89 $52,995 - $60,667
-750 Reduced 14.39%
4,462 $338,000
Q4 2021

Feb 14, 2022
SELL
$76.01 - $83.39 $3,268 - $3,585
-43 Reduced 0.82%
5,212 $419,000
Q3 2021

Nov 12, 2021
SELL
$74.65 - $80.95 $7,091 - $7,690
-95 Reduced 1.78%
5,255 $403,000
Q3 2020

Nov 13, 2020
SELL
$51.99 - $58.83 $28,074 - $31,768
-540 Reduced 9.17%
5,350 $297,000
Q2 2020

Aug 14, 2020
SELL
$39.01 - $57.03 $464,140 - $678,542
-11,898 Reduced 66.89%
5,890 $310,000
Q1 2020

May 13, 2020
SELL
$35.83 - $62.24 $134,541 - $233,711
-3,755 Reduced 17.43%
17,788 $750,000
Q4 2019

Feb 14, 2020
SELL
$54.56 - $60.24 $11,403 - $12,590
-209 Reduced 0.96%
21,543 $1.3 Million
Q3 2019

Nov 12, 2019
SELL
$56.23 - $57.59 $109,254 - $111,897
-1,943 Reduced 8.2%
21,752 $1.23 Million
Q2 2019

Aug 15, 2019
BUY
N/A
1,641 Added 7.44%
23,695 $1.35 Million
Q1 2019

May 08, 2019
SELL
N/A
-705 Reduced 3.1%
22,054 $1.22 Million
Q4 2018

Feb 15, 2019
BUY
N/A
5,433 Added 31.36%
22,759 $1.09 Million
Q3 2018

Nov 09, 2018
BUY
N/A
2,370 Added 15.85%
17,326 $1 Million
Q2 2018

Aug 14, 2018
BUY
N/A
4,679 Added 45.53%
14,956 $821,000
Q1 2018

May 14, 2018
BUY
N/A
2,852 Added 38.41%
10,277 $543,000
Q4 2017

Feb 13, 2018
BUY
N/A
3,215 Added 76.37%
7,425 $396,000
Q3 2017

Nov 13, 2017
BUY
N/A
4,210
4,210 $211,000

Others Institutions Holding SCHM

# of Institutions
912
Shares Held
94.8M
Call Options Held
6.2K
Put Options Held
3K
View Full List

About SCHWAB STRATEGIC U.S. MID-CAP

SCHM Quotes by TradingView
  • Ticker SCHM
  • Sector ETFs
  • Industry ETFs
More about SCHM
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