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

Peak Financial Management, Inc.

  • $330 Million
  • Q4 2024

Shares

26 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2023

Oct 24, 2023
SELL
$23.83 - $26.11 $949,005 - $1.04 Million
-39,824 Reduced 82.42%
8,492 $203,000
Q2 2023

Jul 26, 2023
SELL
$23.66 - $25.54 $131,762 - $142,232
-5,569 Reduced 10.33%
48,316 $1.19 Million
Q1 2023

Apr 24, 2023
BUY
$23.32 - $26.39 $47,456 - $53,703
2,035 Added 3.92%
53,885 $1.32 Million
Q4 2022

Jan 27, 2023
BUY
$21.59 - $24.95 $57,429 - $66,367
2,660 Added 5.41%
51,850 $1.23 Million
Q3 2022

Oct 28, 2022
SELL
$22.4 - $25.83 $47,667 - $54,966
-2,128 Reduced 4.15%
49,190 $1.1 Million
Q2 2022

Jul 29, 2022
BUY
$24.51 - $28.87 $81,030 - $95,444
3,306 Added 6.89%
51,318 $1.3 Million
Q1 2022

Apr 20, 2022
SELL
$25.61 - $30.82 $15,186 - $18,276
-593 Reduced 1.22%
48,012 $1.33 Million
Q4 2021

Jan 27, 2022
BUY
$28.68 - $31.96 $191,467 - $213,364
6,676 Added 15.92%
48,605 $1.44 Million
Q3 2021

Oct 19, 2021
BUY
$29.81 - $32.7 $57,026 - $62,555
1,913 Added 4.78%
41,929 $1.28 Million
Q2 2021

Aug 04, 2021
BUY
$31.06 - $33.61 $36,495 - $39,491
1,175 Added 3.03%
40,016 $1.32 Million
Q1 2021

Apr 29, 2021
BUY
$30.78 - $34.63 $14,435 - $16,241
469 Added 1.22%
38,841 $1.23 Million
Q4 2020

Jan 26, 2021
BUY
$26.72 - $30.68 $82,858 - $95,138
3,101 Added 8.79%
38,372 $1.18 Million
Q3 2020

Oct 19, 2020
BUY
$24.69 - $27.71 $48,515 - $54,450
1,965 Added 5.9%
35,271 $944,000
Q2 2020

Aug 06, 2020
SELL
$19.87 - $25.05 $29,844 - $37,625
-1,502 Reduced 4.32%
33,306 $811,000
Q1 2020

Apr 29, 2020
BUY
$18.68 - $28.22 $196,476 - $296,817
10,518 Added 43.3%
34,808 $720,000
Q4 2019

Jan 31, 2020
SELL
$24.83 - $27.51 $3,277 - $3,631
-132 Reduced 0.54%
24,290 $665,000
Q3 2019

Oct 29, 2019
BUY
$25.08 - $25.94 $58,235 - $60,232
2,322 Added 10.51%
24,422 $614,000
Q2 2019

Aug 01, 2019
BUY
N/A
250 Added 1.14%
22,100 $580,000
Q1 2019

May 01, 2019
BUY
N/A
1,570 Added 7.74%
21,850 $568,000
Q4 2018

Jan 30, 2019
BUY
N/A
730 Added 3.73%
20,280 $477,000
Q3 2018

Nov 06, 2018
BUY
N/A
2,935 Added 17.66%
19,550 $503,000
Q2 2018

Jul 19, 2018
BUY
N/A
7,085 Added 74.34%
16,615 $430,000
Q1 2018

May 08, 2018
SELL
N/A
-5,940 Reduced 38.4%
9,530 $274,000
Q4 2017

Feb 08, 2018
BUY
N/A
2,555 Added 19.78%
15,470 $432,000
Q3 2017

Oct 30, 2017
BUY
N/A
150 Added 1.18%
12,915 $348,000
Q2 2017

Aug 14, 2017
BUY
N/A
12,765
12,765 $317,000

Others Institutions Holding SCHE

# of Institutions
821
Shares Held
142M
Call Options Held
24.8K
Put Options Held
200
View Full List

About SCHWAB STRATEGIC TR US EMERGIN

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