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

Peak Financial Management, Inc.

  • $303 Million
  • Q1 2024

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 122,341 shares of SCHM stock, worth $9.46 Million. This represents 3.28% of its overall portfolio holdings.

Number of Shares
122,341
Previous 122,697 0.29%
Holding current value
$9.46 Million
Previous $9.24 Million 7.8%
% of portfolio
3.28%
Previous 3.1%

Shares

22 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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
$64.3 - $69.94 $21,540 - $23,429
-335 Reduced 0.27%
122,336 $8.03 Million
Q3 2022

Oct 28, 2022
SELL
N/A
-3,310 Reduced 2.63%
122,671 $7.43 Million
Q2 2022

Jul 29, 2022
BUY
N/A
1,028 Added 0.82%
125,981 $7.9 Million
Q1 2022

Apr 20, 2022
SELL
N/A
-586 Reduced 0.47%
124,953 $9.48 Million
Q4 2021

Jan 27, 2022
SELL
N/A
-3,094 Reduced 2.41%
125,539 $10.1 Million
Q3 2021

Oct 19, 2021
BUY
N/A
1,282 Added 1.01%
128,633 $9.86 Million
Q2 2021

Aug 04, 2021
SELL
N/A
-2,370 Reduced 1.83%
127,351 $9.97 Million
Q1 2021

Apr 29, 2021
SELL
N/A
-8,695 Reduced 6.28%
129,721 $9.66 Million
Q4 2020

Jan 26, 2021
BUY
N/A
2,447 Added 1.8%
138,416 $9.44 Million
Q3 2020

Oct 19, 2020
BUY
N/A
439 Added 0.32%
135,969 $7.54 Million
Q2 2020

Aug 06, 2020
SELL
N/A
-861 Reduced 0.63%
135,530 $7.13 Million
Q1 2020

Apr 29, 2020
BUY
N/A
13,314 Added 10.82%
136,391 $5.75 Million
Q4 2019

Jan 31, 2020
BUY
N/A
90 Added 0.07%
123,077 $7.4 Million
Q3 2019

Oct 29, 2019
BUY
N/A
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
902
Shares Held
96M
Call Options Held
8K
Put Options Held
600
View Full List

About SCHWAB STRATEGIC U.S. MID-CAP

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