Peak Financial Management, Inc. Schwab Strategic U.S. Mid Cap Transaction History

Peak Financial Management, Inc.

$359 Million
Q3 2025

A detailed history of Peak Financial Management, Inc. transactions in Schwab Strategic U.S. Mid Cap stock. As of the latest transaction made, Peak Financial Management, Inc. holds 387,714 shares of SCHM stock, worth $11.3 Million. This represents 3.2% of its overall portfolio holdings.

Number of Shares

387,714

Previous 384,713 0.78%

Holding current value

$11.3 Million

Previous $10.8 Million 6.49%

% of portfolio

3.2%

Previous 3.19%

28 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Oct 09, 2025	BUY	$28.15 - $30.13 $84,478 - $90,420	3,001 Added 0.78%	387,714 $11.5 Million
Q2 2025 Jul 23, 2025	BUY	$22.92 - $28.05 $269,837 - $330,232	11,773 Added 3.16%	384,713 $10.8 Million
Q1 2025 May 12, 2025	BUY	$25.58 - $29.24 $95,541 - $109,211	3,735 Added 1.01%	372,940 $9.77 Million
Q4 2024 Jan 21, 2025	BUY	$27.54 - $83.04 $6.75 Million - $20.4 Million	245,075 Added 197.43%	369,205 $10.2 Million
Q3 2024 Oct 15, 2024	BUY	$75.47 - $83.18 $81,205 - $89,501	1,076 Added 0.87%	124,130 $10.3 Million
Q2 2024 Jul 22, 2024	BUY	$75.69 - $81.19 $53,966 - $57,888	713 Added 0.58%	123,054 $9.58 Million
Q1 2024 Apr 22, 2024	SELL	$72.89 - $81.43 $25,948 - $28,989	-356 Reduced 0.29%	122,341 $9.96 Million
Q4 2023 Jan 18, 2024	SELL	$63.01 - $75.95 $116,694 - $140,659	-1,852 Reduced 1.49%	122,697 $9.24 Million
Q3 2023 Oct 24, 2023	BUY	$66.75 - $73.98 $133,833 - $148,329	2,005 Added 1.64%	124,549 $8.43 Million
Q2 2023 Jul 26, 2023	SELL	$65.29 - $71.03 $3,852 - $4,190	-59 Reduced 0.05%	122,544 $8.7 Million
Q1 2023 Apr 24, 2023	BUY	$64.24 - $73.9 $17,152 - $19,731	267 Added 0.22%	122,603 $8.32 Million
Q4 2022 Jan 27, 2023	SELL	$61.05 - $69.94 $20,451 - $23,429	-335 Reduced 0.27%	122,336 $8.03 Million
Q3 2022 Oct 28, 2022	SELL	$60.5 - $72.51 $200,255 - $240,008	-3,310 Reduced 2.63%	122,671 $7.43 Million
Q2 2022 Jul 29, 2022	BUY	$60.91 - $76.4 $62,615 - $78,539	1,028 Added 0.82%	125,981 $7.9 Million
Q1 2022 Apr 20, 2022	SELL	$70.66 - $80.89 $41,406 - $47,401	-586 Reduced 0.47%	124,953 $9.48 Million
Q4 2021 Jan 27, 2022	SELL	$76.01 - $83.39 $235,174 - $258,008	-3,094 Reduced 2.41%	125,539 $10.1 Million
Q3 2021 Oct 19, 2021	BUY	$74.65 - $80.95 $95,701 - $103,777	1,282 Added 1.01%	128,633 $9.86 Million
Q2 2021 Aug 04, 2021	SELL	$74.64 - $79.12 $176,896 - $187,514	-2,370 Reduced 1.83%	127,351 $9.97 Million
Q1 2021 Apr 29, 2021	SELL	$67.07 - $76.85 $583,173 - $668,210	-8,695 Reduced 6.28%	129,721 $9.66 Million
Q4 2020 Jan 26, 2021	BUY	$55.93 - $68.45 $136,860 - $167,497	2,447 Added 1.8%	138,416 $9.44 Million
Q3 2020 Oct 19, 2020	BUY	$51.99 - $58.83 $22,823 - $25,826	439 Added 0.32%	135,969 $7.54 Million
Q2 2020 Aug 06, 2020	SELL	$39.01 - $57.03 $33,587 - $49,102	-861 Reduced 0.63%	135,530 $7.13 Million
Q1 2020 Apr 29, 2020	BUY	$35.83 - $62.24 $477,040 - $828,663	13,314 Added 10.82%	136,391 $5.75 Million
Q4 2019 Jan 31, 2020	BUY	$54.56 - $60.24 $4,910 - $5,421	90 Added 0.07%	123,077 $7.4 Million
Q3 2019 Oct 29, 2019	BUY	$56.23 - $57.59 $123,930 - $126,928	2,204 Added 1.82%	122,987 $6.95 Million
Q2 2019 Aug 01, 2019	BUY	N/A	4,942 Added 4.27%	120,783 $6.9 Million
Q1 2019 May 01, 2019	BUY	N/A	108,721 Added 1526.98%	115,841 $6.42 Million
Q4 2018 Jan 30, 2019	BUY	N/A	7,120 New	7,120 $341,000

Others Institutions Holding SCHM

# of Institutions

1,061

Shares Held

281M

Call Options Held

8.7K

Put Options Held

View Full List

About SCHWAB STRATEGIC U.S. MID-CAP

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Peak Financial Management, Inc. Schwab Strategic U.S. Mid Cap Transaction History