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

Peak Financial Management, Inc.

  • $338 Million
  • Q2 2025

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 453,293 shares of SCHB stock, worth $11.1 Million. This represents 3.19% of its overall portfolio holdings.

Number of Shares
453,293
Previous 439,001 3.26%
Holding current value
$11.1 Million
Previous $9.45 Million 14.28%
% of portfolio
3.19%
Previous 2.86%

Shares

33 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Jul 23, 2025
BUY
$19.1 - $23.83 $272,977 - $340,578
14,292 Added 3.26%
453,293 $10.8 Million
Q1 2025

May 12, 2025
BUY
$21.23 - $23.75 $117,380 - $131,313
5,529 Added 1.28%
439,001 $9.45 Million
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
1,341
Shares Held
494M
Call Options Held
350K
Put Options Held
28.3K
View Full List

About SCHWAB STRATEGIC TR US BROAD M

SCHB Quotes by TradingView
  • Ticker SCHB
  • Sector ETFs
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More about SCHB
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