Peak Financial Management, Inc. Schwab Strategic Tr Us Broad M Transaction History
Peak Financial Management, Inc.
- $303 Million
- Q1 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 131,734 shares of SCHB stock, worth $8.35 Million. This represents 2.65% of its overall portfolio holdings.
Number of Shares
131,734
Previous 128,911
2.19%
Holding current value
$8.35 Million
Previous $7.18 Million
12.07%
% of portfolio
2.65%
Previous 2.41%
Shares
28 transactions
Others Institutions Holding SCHB
# of Institutions
1,122Shares Held
160MCall Options Held
230KPut Options Held
29.7K-
Wealthfront Advisers LLC21.9MShares$1.39 Billion4.68% of portfolio
-
Betterment LLC New York, NY6.32MShares$400 Million1.04% of portfolio
-
Scs Capital Management LLC Boston, MA4.02MShares$255 Million5.24% of portfolio
-
Rebalance, LLC Palo Alto, CA3.6MShares$228 Million18.06% of portfolio
-
Evensky & Katz LLC3.4MShares$215 Million14.63% of portfolio