Peak Financial Management, Inc. Schwab Strategic Tr Intl Eqty Transaction History
Peak Financial Management, Inc.
- $303 Million
- Q1 2024
A detailed history of Peak Financial Management, Inc. transactions in Schwab Strategic Tr Intl Eqty stock. As of the latest transaction made, Peak Financial Management, Inc. holds 87,775 shares of SCHF stock, worth $3.38 Million. This represents 1.13% of its overall portfolio holdings.
Number of Shares
87,775
Previous 90,965
3.51%
Holding current value
$3.38 Million
Previous $3.36 Million
1.84%
% of portfolio
1.13%
Previous 1.13%
Shares
28 transactions
Others Institutions Holding SCHF
# of Institutions
1,164Shares Held
821MCall Options Held
55.1KPut Options Held
13.3K-
Northwestern Mutual Wealth Management CO141MShares$5.43 Billion5.65% of portfolio
-
Empower Advisory Group, LLC Greenwood Village, CO79.4MShares$3.06 Billion11.59% of portfolio
-
Financial Engines Advisors L.L.C. Santa Clara, CA77MShares$2.97 Billion6.78% of portfolio
-
Charles Schwab Investment Advisory, Inc. San Francisco, CA76.3MShares$2.94 Billion4.09% of portfolio
-
Personal Capital Advisors Corp71.3MShares$2.75 Billion11.16% of portfolio