Peak Financial Management, Inc. Schwab Strategic Us Tips ETF Transaction History
Peak Financial Management, Inc.
- $308 Million
- Q2 2024
A detailed history of Peak Financial Management, Inc. transactions in Schwab Strategic Us Tips ETF stock. As of the latest transaction made, Peak Financial Management, Inc. holds 226,992 shares of SCHP stock, worth $12.2 Million. This represents 3.83% of its overall portfolio holdings.
Number of Shares
226,992
Previous 234,881
3.36%
Holding current value
$12.2 Million
Previous $12.3 Million
3.64%
% of portfolio
3.83%
Previous 4.04%
Shares
28 transactions
Others Institutions Holding SCHP
# of Institutions
698Shares Held
171MCall Options Held
66.2KPut Options Held
2.7K-
Charles Schwab Investment Management Inc San Francisco, CA21MShares$1.13 Billion0.21% of portfolio
-
Empower Advisory Group, LLC Greenwood Village, CO16.9MShares$906 Million3.27% of portfolio
-
Quadratic Capital Management LLC10.1MShares$544 Million96.39% of portfolio
-
Jpmorgan Chase & CO New York, NY8.51MShares$457 Million0.04% of portfolio
-
Personal Capital Advisors Corp8.42MShares$452 Million2.12% of portfolio