Peak Financial Management, Inc. Schwab Strategic Tr Us Small C Transaction History

Peak Financial Management, Inc.

  • $330 Million
  • Q1 2025

A detailed history of Peak Financial Management, Inc. transactions in Schwab Strategic Tr Us Small C stock. As of the latest transaction made, Peak Financial Management, Inc. holds 8,637 shares of SCHA stock, worth $210,224. This represents 0.06% of its overall portfolio holdings.

Number of Shares
8,637
Previous 8,579 0.68%
Holding current value
$210,224
Previous $221,000 8.6%
% of portfolio
0.06%
Previous 0.07%

Shares

23 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

May 12, 2025
BUY
$23.16 - $27.04 $1,343 - $1,568
58 Added 0.68%
8,637 $202,000
Q4 2024

Jan 21, 2025
BUY
$25.33 - $51.16 $106,436 - $214,974
4,202 Added 96.0%
8,579 $221,000
Q3 2024

Oct 15, 2024
BUY
$46.9 - $51.96 $2,345 - $2,598
50 Added 1.16%
4,377 $225,000
Q2 2024

Jul 22, 2024
BUY
$45.24 - $49.04 $723 - $784
16 Added 0.37%
4,327 $205,000
Q1 2024

Apr 22, 2024
SELL
$44.84 - $49.24 $7,219 - $7,927
-161 Reduced 3.6%
4,311 $212,000
Q4 2023

Jan 18, 2024
SELL
$38.13 - $48.02 $44,078 - $55,511
-1,156 Reduced 20.54%
4,472 $211,000
Q3 2023

Oct 24, 2023
SELL
$40.85 - $46.1 $40,850 - $46,100
-1,000 Reduced 15.09%
5,628 $233,000
Q2 2023

Jul 26, 2023
BUY
$39.91 - $43.82 $17,001 - $18,667
426 Added 6.87%
6,628 $290,000
Q1 2023

Apr 24, 2023
BUY
$39.82 - $46.36 $13,140 - $15,298
330 Added 5.62%
6,202 $260,000
Q4 2022

Jan 27, 2023
SELL
$38.25 - $43.54 $1,912 - $2,177
-50 Reduced 0.84%
5,872 $237,000
Q3 2022

Oct 28, 2022
SELL
$37.65 - $45.9 $7,530 - $9,180
-200 Reduced 3.27%
5,922 $224,000
Q2 2022

Jul 29, 2022
BUY
$37.88 - $48.01 $871 - $1,104
23 Added 0.38%
6,122 $239,000
Q1 2022

Apr 20, 2022
BUY
$44.42 - $51.73 $139,745 - $162,742
3,146 Added 106.54%
6,099 $289,000
Q3 2021

Oct 19, 2021
BUY
$48.3 - $52.49 $193 - $209
4 Added 0.14%
2,953 $296,000
Q2 2021

Aug 04, 2021
SELL
$48.39 - $52.91 $4,887 - $5,343
-101 Reduced 3.31%
2,949 $307,000
Q1 2021

Apr 29, 2021
SELL
$43.89 - $52.63 $6,890 - $8,262
-157 Reduced 4.9%
3,050 $304,000
Q4 2020

Jan 26, 2021
BUY
$34.66 - $45.17 $111,154 - $144,860
3,207 New
3,207 $285,000
Q2 2020

Aug 06, 2020
SELL
$23.59 - $35.22 $113,373 - $169,267
-4,806 Closed
0 $0
Q1 2020

Apr 29, 2020
SELL
$22.29 - $38.7 $15,112 - $26,238
-678 Reduced 12.36%
4,806 $248,000
Q4 2019

Jan 31, 2020
BUY
$33.63 - $38.03 $1,816 - $2,053
54 Added 0.99%
5,484 $415,000
Q3 2019

Oct 29, 2019
SELL
$34.78 - $36.12 $3,060 - $3,178
-88 Reduced 1.59%
5,430 $379,000
Q2 2019

Aug 01, 2019
BUY
N/A
919 Added 19.98%
5,518 $394,000
Q1 2019

May 01, 2019
BUY
N/A
4,599 New
4,599 $322,000

Others Institutions Holding SCHA

# of Institutions
1,256
Shares Held
245M
Call Options Held
58.5K
Put Options Held
4.8K
View Full List

About SCHWAB STRATEGIC TR US SMALL-C

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