Peak Financial Management, Inc. Schwab Strategic Us Tips ETF Transaction History

Peak Financial Management, Inc.

$330 Million
Q4 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 472,233 shares of SCHP stock, worth $12.6 Million. This represents 3.69% of its overall portfolio holdings.

Number of Shares

472,233

Previous 232,519 103.09%

Holding current value

$12.6 Million

Previous $12.5 Million 2.18%

% of portfolio

3.69%

Previous 3.71%

30 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 21, 2025	BUY	$25.74 - $53.78 $6.17 Million - $12.9 Million	239,714 Added 103.09%	472,233 $12.2 Million
Q3 2024 Oct 15, 2024	BUY	$51.58 - $53.79 $285,082 - $297,297	5,527 Added 2.43%	232,519 $12.5 Million
Q2 2024 Jul 22, 2024	SELL	$51.1 - $52.24 $403,127 - $412,121	-7,889 Reduced 3.36%	226,992 $11.8 Million
Q1 2024 Apr 22, 2024	BUY	$51.32 - $52.45 $198,659 - $203,033	3,871 Added 1.68%	234,881 $12.3 Million
Q4 2023 Jan 18, 2024	SELL	$49.69 - $52.46 $711,163 - $750,807	-14,312 Reduced 5.83%	231,010 $12.1 Million
Q3 2023 Oct 24, 2023	BUY	$50.37 - $52.48 $1.09 Million - $1.13 Million	21,568 Added 9.64%	245,322 $12.4 Million
Q2 2023 Jul 26, 2023	BUY	$52.18 - $54.02 $147,982 - $153,200	2,836 Added 1.28%	223,754 $11.7 Million
Q1 2023 Apr 24, 2023	BUY	$51.68 - $53.62 $168,218 - $174,533	3,255 Added 1.5%	220,918 $11.8 Million
Q4 2022 Jan 27, 2023	SELL	$51.47 - $53.83 $139,998 - $146,417	-2,720 Reduced 1.23%	217,663 $11.3 Million
Q3 2022 Oct 28, 2022	SELL	$51.8 - $57.88 $7,977 - $8,913	-154 Reduced 0.07%	220,383 $11.4 Million
Q2 2022 Jul 29, 2022	BUY	$55.59 - $60.15 $275,893 - $298,524	4,963 Added 2.3%	220,537 $12.3 Million
Q1 2022 Apr 20, 2022	BUY	$59.94 - $62.99 $789,110 - $829,263	13,165 Added 6.5%	215,574 $13.1 Million
Q4 2021 Jan 27, 2022	BUY	$62.25 - $63.89 $228,146 - $234,156	3,665 Added 1.84%	202,409 $12.7 Million
Q3 2021 Oct 19, 2021	BUY	$62.25 - $63.89 $414,771 - $425,699	6,663 Added 3.47%	198,744 $12.4 Million
Q2 2021 Aug 04, 2021	BUY	$61.03 - $62.53 $653,631 - $669,696	10,710 Added 5.91%	192,081 $12 Million
Q1 2021 Apr 29, 2021	BUY	$60.52 - $62.31 $1.27 Million - $1.31 Million	21,050 Added 13.13%	181,371 $11.1 Million
Q4 2020 Jan 26, 2021	BUY	$60.73 - $62.08 $626,369 - $640,293	10,314 Added 6.88%	160,321 $9.95 Million
Q3 2020 Oct 19, 2020	BUY	$60.05 - $61.93 $539,969 - $556,874	8,992 Added 6.38%	150,007 $9.25 Million
Q2 2020 Aug 06, 2020	SELL	$57.69 - $60.12 $494,287 - $515,108	-8,568 Reduced 5.73%	141,015 $8.46 Million
Q1 2020 Apr 29, 2020	BUY	$53.09 - $59.55 $3,450 - $3,870	65 Added 0.04%	149,583 $8.6 Million
Q4 2019 Jan 31, 2020	BUY	$56.32 - $57.23 $212,720 - $216,157	3,777 Added 2.59%	149,518 $8.47 Million
Q3 2019 Oct 29, 2019	BUY	$56.24 - $57.07 $245,093 - $248,711	4,358 Added 3.08%	145,741 $8.27 Million
Q2 2019 Aug 01, 2019	BUY	N/A	3,598 Added 2.61%	141,383 $7.96 Million
Q1 2019 May 01, 2019	SELL	N/A	-4,080 Reduced 2.88%	137,785 $7.58 Million
Q4 2018 Jan 30, 2019	SELL	N/A	-10,912 Reduced 7.14%	141,865 $7.55 Million
Q3 2018 Nov 06, 2018	BUY	N/A	6,842 Added 4.69%	152,777 $8.24 Million
Q2 2018 Jul 19, 2018	BUY	N/A	6,310 Added 4.52%	145,935 $8.01 Million
Q1 2018 May 08, 2018	BUY	N/A	20,195 Added 16.91%	139,625 $7.66 Million
Q4 2017 Feb 08, 2018	BUY	N/A	70,835 Added 145.77%	119,430 $6.62 Million
Q3 2017 Oct 30, 2017	BUY	N/A	48,595	48,595 $2.69 Million

Others Institutions Holding SCHP

# of Institutions

721

Shares Held

308M

Call Options Held

110K

Put Options Held

View Full List

About SCHWAB STRATEGIC US TIPS ETF

Ticker SCHP
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Peak Financial Management, Inc. Schwab Strategic Us Tips ETF Transaction History