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

Peak Financial Management, Inc.

  • $303 Million
  • Q1 2024

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 72,078 shares of SCHX stock, worth $4.67 Million. This represents 1.47% of its overall portfolio holdings.

Number of Shares
72,078
Previous 73,484 1.91%
Holding current value
$4.67 Million
Previous $4.14 Million 7.94%
% of portfolio
1.47%
Previous 1.39%

Shares

28 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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
$44.01 - $48.16 $43,613 - $47,726
991 Added 1.23%
81,650 $3.69 Million
Q3 2022

Oct 28, 2022
BUY
N/A
193 Added 0.24%
80,659 $3.42 Million
Q2 2022

Jul 29, 2022
BUY
N/A
127 Added 0.16%
80,466 $3.59 Million
Q1 2022

Apr 20, 2022
BUY
N/A
39,235 Added 95.45%
80,339 $4.33 Million
Q4 2021

Jan 27, 2022
SELL
N/A
-1,158 Reduced 2.74%
41,104 $4.68 Million
Q3 2021

Oct 19, 2021
BUY
N/A
502 Added 1.2%
42,262 $4.4 Million
Q2 2021

Aug 04, 2021
SELL
N/A
-1,948 Reduced 4.46%
41,760 $4.34 Million
Q1 2021

Apr 29, 2021
BUY
N/A
204 Added 0.47%
43,708 $4.2 Million
Q4 2020

Jan 26, 2021
BUY
N/A
873 Added 2.05%
43,504 $3.96 Million
Q3 2020

Oct 19, 2020
BUY
N/A
538 Added 1.28%
42,631 $3.44 Million
Q2 2020

Aug 06, 2020
SELL
N/A
-4,598 Reduced 9.85%
42,093 $3.12 Million
Q1 2020

Apr 29, 2020
BUY
N/A
937 Added 2.05%
46,691 $2.86 Million
Q4 2019

Jan 31, 2020
SELL
N/A
-319 Reduced 0.69%
45,754 $3.51 Million
Q3 2019

Oct 29, 2019
SELL
N/A
-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
1,258
Shares Held
426M
Call Options Held
40.4K
Put Options Held
1.4K
View Full List

About SCHWAB STRATEGIC TR US LARGE-C

SCHX Quotes by TradingView
  • Ticker SCHX
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More about SCHX
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