Peak Financial Management, Inc. Schwab Us Aggregate Bond ETF Transaction History
Peak Financial Management, Inc.
- $303 Million
- Q1 2024
A detailed history of Peak Financial Management, Inc. transactions in Schwab Us Aggregate Bond ETF stock. As of the latest transaction made, Peak Financial Management, Inc. holds 106,897 shares of SCHZ stock, worth $4.84 Million. This represents 1.62% of its overall portfolio holdings.
Number of Shares
106,897
Previous 101,002
5.84%
Holding current value
$4.84 Million
Previous $4.71 Million
4.44%
% of portfolio
1.62%
Previous 1.58%
Shares
28 transactions
Others Institutions Holding SCHZ
# of Institutions
603Shares Held
105MCall Options Held
600Put Options Held
3.6K-
Charles Schwab Investment Management Inc San Francisco, CA32.2MShares$1.46 Billion0.34% of portfolio
-
Jpmorgan Chase & CO New York, NY4.48MShares$203 Million0.02% of portfolio
-
Avantax Planning Partners, Inc.3.59MShares$163 Million5.38% of portfolio
-
Capital Management Associates, Inc Minneapolis, MN3.45MShares$156 Million0.05% of portfolio
-
Ameriprise Financial Inc Minneapolis, MN2.56MShares$116 Million0.03% of portfolio