Peak Financial Management, Inc. Schwab Strategic Tr Us Broad M Transaction History

Peak Financial Management, Inc.

$330 Million
Q4 2024

A detailed history of Peak Financial Management, Inc. transactions in Schwab Strategic Tr Us Broad M stock. As of the latest transaction made, Peak Financial Management, Inc. holds 433,472 shares of SCHB stock, worth $9.25 Million. This represents 2.98% of its overall portfolio holdings.

Number of Shares

433,472

Previous 140,198 209.19%

Holding current value

$9.25 Million

Previous $9.33 Million 5.51%

% of portfolio

2.98%

Previous 2.77%

31 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 21, 2025	BUY	$22.01 - $66.82 $6.45 Million - $19.6 Million	293,274 Added 209.19%	433,472 $9.84 Million
Q3 2024 Oct 15, 2024	BUY	$59.93 - $66.52 $234,206 - $259,960	3,908 Added 2.87%	140,198 $9.33 Million
Q2 2024 Jul 22, 2024	BUY	$57.57 - $63.3 $262,288 - $288,394	4,556 Added 3.46%	136,290 $8.57 Million
Q1 2024 Apr 22, 2024	BUY	$54.61 - $61.05 $154,164 - $172,344	2,823 Added 2.19%	131,734 $8.04 Million
Q4 2023 Jan 18, 2024	BUY	$47.61 - $55.91 $137,307 - $161,244	2,884 Added 2.29%	128,911 $7.18 Million
Q3 2023 Oct 24, 2023	BUY	$49.59 - $53.57 $1.06 Million - $1.14 Million	21,339 Added 20.38%	126,027 $6.28 Million
Q2 2023 Jul 26, 2023	SELL	$47.08 - $51.7 $23,257 - $25,539	-494 Reduced 0.47%	104,688 $5.41 Million
Q1 2023 Apr 24, 2023	BUY	$44.47 - $49.23 $25,525 - $28,258	574 Added 0.55%	105,182 $5.03 Million
Q4 2022 Jan 27, 2023	BUY	$41.94 - $47.81 $139,114 - $158,585	3,317 Added 3.27%	104,608 $4.69 Million
Q3 2022 Oct 28, 2022	BUY	$41.99 - $50.63 $68,989 - $83,185	1,643 Added 1.65%	101,291 $4.25 Million
Q2 2022 Jul 29, 2022	SELL	$42.93 - $53.98 $51,601 - $64,883	-1,202 Reduced 1.19%	99,648 $4.4 Million
Q1 2022 Apr 20, 2022	BUY	$49.15 - $56.85 $2.36 Million - $2.73 Million	47,974 Added 90.73%	100,850 $5.38 Million
Q4 2021 Jan 27, 2022	SELL	$51.87 - $56.86 $52,025 - $57,030	-1,003 Reduced 1.86%	52,876 $5.98 Million
Q3 2021 Oct 19, 2021	SELL	$51.32 - $54.83 $38,541 - $41,177	-751 Reduced 1.37%	53,879 $5.6 Million
Q2 2021 Aug 04, 2021	SELL	$48.92 - $52.14 $12,523 - $13,347	-256 Reduced 0.47%	54,630 $5.7 Million
Q1 2021 Apr 29, 2021	BUY	$44.89 - $48.81 $35,642 - $38,755	794 Added 1.47%	54,886 $5.31 Million
Q4 2020 Jan 26, 2021	BUY	$39.03 - $45.5 $136,058 - $158,613	3,486 Added 6.89%	54,092 $4.92 Million
Q3 2020 Oct 19, 2020	BUY	$36.93 - $42.52 $32,830 - $37,800	889 Added 1.79%	50,606 $4.03 Million
Q2 2020 Aug 06, 2020	SELL	$28.84 - $38.49 $199,861 - $266,735	-6,930 Reduced 12.23%	49,717 $3.65 Million
Q1 2020 Apr 29, 2020	SELL	$26.18 - $40.44 $150,980 - $233,217	-5,767 Reduced 9.24%	56,647 $3.42 Million
Q4 2019 Jan 31, 2020	BUY	$34.47 - $38.58 $5,411 - $6,057	157 Added 0.25%	62,414 $4.8 Million
Q3 2019 Oct 29, 2019	BUY	$35.32 - $36.13 $44,821 - $45,848	1,269 Added 2.08%	62,257 $4.42 Million
Q2 2019 Aug 01, 2019	SELL	N/A	-392 Reduced 0.64%	60,988 $4.3 Million
Q1 2019 May 01, 2019	BUY	N/A	549 Added 0.9%	61,380 $4.18 Million
Q4 2018 Jan 30, 2019	BUY	N/A	9,660 Added 18.88%	60,831 $3.65 Million
Q3 2018 Nov 06, 2018	BUY	N/A	2,000 Added 4.07%	51,171 $3.6 Million
Q2 2018 Jul 19, 2018	BUY	N/A	8,329 Added 20.39%	49,171 $3.25 Million
Q1 2018 May 08, 2018	SELL	N/A	-37,654 Reduced 47.97%	40,842 $2.61 Million
Q4 2017 Feb 08, 2018	BUY	N/A	4,441 Added 6.0%	78,496 $5.07 Million
Q3 2017 Oct 30, 2017	SELL	N/A	-1,405 Reduced 1.86%	74,055 $4.51 Million
Q2 2017 Aug 14, 2017	BUY	N/A	75,460	75,460 $4.41 Million

Others Institutions Holding SCHB

# of Institutions

1,270

Shares Held

478M

Call Options Held

365K

Put Options Held

32.6K

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About SCHWAB STRATEGIC TR US BROAD M

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Peak Financial Management, Inc. Schwab Strategic Tr Us Broad M Transaction History