Peak Financial Management, Inc. Schwab Strategic Tr Us Large C Transaction History

Peak Financial Management, Inc.

$338 Million
Q2 2025

A detailed history of Peak Financial Management, Inc. transactions in Schwab Strategic Tr Us Large C stock. As of the latest transaction made, Peak Financial Management, Inc. holds 196,736 shares of SCHX stock, worth $4.93 Million. This represents 1.42% of its overall portfolio holdings.

Number of Shares

196,736

Previous 200,779 2.01%

Holding current value

$4.93 Million

Previous $4.43 Million 8.46%

% of portfolio

1.42%

Previous 1.34%

33 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Jul 23, 2025	SELL	$19.6 - $24.44 $79,242 - $98,810	-4,043 Reduced 2.01%	196,736 $4.81 Million
Q1 2025 May 12, 2025	SELL	$21.75 - $24.28 $82,628 - $92,239	-3,799 Reduced 1.86%	200,779 $4.43 Million
Q4 2024 Jan 21, 2025	BUY	$22.4 - $68.28 $3.01 Million - $9.18 Million	134,507 Added 191.96%	204,578 $4.74 Million
Q3 2024 Oct 15, 2024	SELL	$61.11 - $67.85 $611 - $678	-10 Reduced 0.01%	70,071 $4.75 Million
Q2 2024 Jul 22, 2024	SELL	$58.7 - $64.78 $117,223 - $129,365	-1,997 Reduced 2.77%	70,081 $4.5 Million
Q1 2024 Apr 22, 2024	SELL	$55.41 - $62.08 $77,906 - $87,284	-1,406 Reduced 1.91%	72,078 $4.47 Million
Q4 2023 Jan 18, 2024	SELL	$48.47 - $56.6 $293,534 - $342,769	-6,056 Reduced 7.61%	73,484 $4.14 Million
Q3 2023 Oct 24, 2023	SELL	$50.36 - $54.21 $10,273 - $11,058	-204 Reduced 0.26%	79,540 $4.02 Million
Q2 2023 Jul 26, 2023	SELL	$47.67 - $52.37 $78,464 - $86,201	-1,646 Reduced 2.02%	79,744 $4.18 Million
Q1 2023 Apr 24, 2023	SELL	$44.78 - $49.41 $11,642 - $12,846	-260 Reduced 0.32%	81,390 $3.94 Million
Q4 2022 Jan 27, 2023	BUY	$42.25 - $48.16 $41,869 - $47,726	991 Added 1.23%	81,650 $3.69 Million
Q3 2022 Oct 28, 2022	BUY	$42.35 - $51.01 $8,173 - $9,844	193 Added 0.24%	80,659 $3.42 Million
Q2 2022 Jul 29, 2022	BUY	$43.35 - $54.51 $5,505 - $6,922	127 Added 0.16%	80,466 $3.59 Million
Q1 2022 Apr 20, 2022	BUY	$49.51 - $57.27 $1.94 Million - $2.25 Million	39,235 Added 95.45%	80,339 $4.33 Million
Q4 2021 Jan 27, 2022	SELL	$51.9 - $57.29 $60,100 - $66,341	-1,158 Reduced 2.74%	41,104 $4.68 Million
Q3 2021 Oct 19, 2021	BUY	$51.52 - $54.94 $25,863 - $27,579	502 Added 1.2%	42,262 $4.4 Million
Q2 2021 Aug 04, 2021	SELL	$48.62 - $52.01 $94,711 - $101,315	-1,948 Reduced 4.46%	41,760 $4.34 Million
Q1 2021 Apr 29, 2021	BUY	$44.9 - $48.34 $9,159 - $9,861	204 Added 0.47%	43,708 $4.2 Million
Q4 2020 Jan 26, 2021	BUY	$39.35 - $45.48 $34,352 - $39,704	873 Added 2.05%	43,504 $3.96 Million
Q3 2020 Oct 19, 2020	BUY	$37.26 - $43.03 $20,045 - $23,150	538 Added 1.28%	42,631 $3.44 Million
Q2 2020 Aug 06, 2020	SELL	$29.25 - $38.76 $134,491 - $178,218	-4,598 Reduced 9.85%	42,093 $3.12 Million
Q1 2020 Apr 29, 2020	BUY	$26.61 - $40.52 $24,933 - $37,967	937 Added 2.05%	46,691 $2.86 Million
Q4 2019 Jan 31, 2020	SELL	$34.42 - $38.54 $10,979 - $12,294	-319 Reduced 0.69%	45,754 $3.51 Million
Q3 2019 Oct 29, 2019	SELL	$35.28 - $36.01 $3,669 - $3,745	-104 Reduced 0.23%	46,073 $3.27 Million
Q2 2019 Aug 01, 2019	SELL	N/A	-426 Reduced 0.91%	46,177 $3.24 Million
Q1 2019 May 01, 2019	BUY	N/A	603 Added 1.31%	46,603 $3.15 Million
Q4 2018 Jan 30, 2019	BUY	N/A	6,751 Added 17.2%	46,000 $2.75 Million
Q3 2018 Nov 06, 2018	BUY	N/A	2,022 Added 5.43%	39,249 $2.73 Million
Q2 2018 Jul 19, 2018	BUY	N/A	14,493 Added 63.75%	37,227 $2.42 Million
Q1 2018 May 08, 2018	SELL	N/A	-69 Reduced 0.3%	22,734 $1.43 Million
Q4 2017 Feb 08, 2018	BUY	N/A	762 Added 3.46%	22,803 $1.45 Million
Q3 2017 Oct 30, 2017	SELL	N/A	-73 Reduced 0.33%	22,041 $1.32 Million
Q2 2017 Aug 14, 2017	BUY	N/A	22,114	22,114 $1.28 Million

Others Institutions Holding SCHX

# of Institutions

1,537

Shares Held

1.13B

Call Options Held

53.9K

Put Options Held

5.4K

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About SCHWAB STRATEGIC TR US LARGE-C

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Peak Financial Management, Inc. Schwab Strategic Tr Us Large C Transaction History