Peak Financial Management, Inc. Schwab Strategic Tr Intl Small Transaction History

Peak Financial Management, Inc.

$330 Million
Q4 2024

A detailed history of Peak Financial Management, Inc. transactions in Schwab Strategic Tr Intl Small stock. As of the latest transaction made, Peak Financial Management, Inc. holds 19,218 shares of SCHC stock, worth $672,437. This represents 0.2% of its overall portfolio holdings.

Number of Shares

19,218

Previous 19,233 0.08%

Holding current value

$672,437

Previous $741,000 11.07%

% of portfolio

0.2%

Previous 0.22%

31 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 21, 2025	SELL	$33.93 - $38.37 $508 - $575	-15 Reduced 0.08%	19,218 $659,000
Q3 2024 Oct 15, 2024	SELL	$34.48 - $38.87 $28,066 - $31,640	-814 Reduced 4.06%	19,233 $741,000
Q2 2024 Jul 22, 2024	SELL	$34.12 - $36.71 $1,910 - $2,055	-56 Reduced 0.28%	20,047 $713,000
Q1 2024 Apr 22, 2024	SELL	$33.2 - $35.86 $37,682 - $40,701	-1,135 Reduced 5.34%	20,103 $719,000
Q4 2023 Jan 18, 2024	SELL	$30.0 - $35.05 $897,390 - $1.05 Million	-29,913 Reduced 58.48%	21,238 $740,000
Q3 2023 Oct 24, 2023	SELL	$32.0 - $35.51 $5.12 Million - $5.69 Million	-160,120 Reduced 75.79%	51,151 $1.65 Million
Q2 2023 Jul 26, 2023	BUY	$32.67 - $34.58 $21,856 - $23,134	669 Added 0.32%	211,271 $7.13 Million
Q1 2023 Apr 24, 2023	BUY	$31.54 - $34.93 $68,504 - $75,867	2,172 Added 1.04%	210,602 $7.1 Million
Q4 2022 Jan 27, 2023	SELL	$27.31 - $32.98 $68,957 - $83,274	-2,525 Reduced 1.2%	208,430 $6.56 Million
Q3 2022 Oct 28, 2022	BUY	$27.46 - $34.27 $203,451 - $253,906	7,409 Added 3.64%	210,955 $5.85 Million
Q2 2022 Jul 29, 2022	BUY	$31.0 - $38.49 $35,309 - $43,840	1,139 Added 0.56%	203,546 $6.36 Million
Q1 2022 Apr 20, 2022	BUY	$34.89 - $41.24 $86,806 - $102,605	2,488 Added 1.24%	202,407 $7.69 Million
Q4 2021 Jan 27, 2022	SELL	$39.06 - $43.63 $25,349 - $28,315	-649 Reduced 0.32%	199,919 $8.18 Million
Q3 2021 Oct 19, 2021	BUY	$40.41 - $44.08 $1,737 - $1,895	43 Added 0.02%	200,568 $8.33 Million
Q2 2021 Aug 04, 2021	SELL	$40.16 - $43.04 $92,809 - $99,465	-2,311 Reduced 1.14%	200,525 $8.34 Million
Q1 2021 Apr 29, 2021	SELL	$37.4 - $40.42 $144,962 - $156,667	-3,876 Reduced 1.88%	202,836 $8 Million
Q4 2020 Jan 26, 2021	BUY	$31.39 - $37.85 $177,949 - $214,571	5,669 Added 2.82%	206,712 $7.78 Million
Q3 2020 Oct 19, 2020	SELL	$29.72 - $33.44 $22,200 - $24,979	-747 Reduced 0.37%	201,043 $6.54 Million
Q2 2020 Aug 06, 2020	SELL	$23.02 - $31.17 $219,979 - $297,860	-9,556 Reduced 4.52%	201,790 $5.97 Million
Q1 2020 Apr 29, 2020	BUY	$20.7 - $34.9 $235,917 - $397,755	11,397 Added 5.7%	211,346 $5.16 Million
Q4 2019 Jan 31, 2020	SELL	$31.2 - $34.65 $4,305 - $4,781	-138 Reduced 0.07%	199,949 $6.93 Million
Q3 2019 Oct 29, 2019	BUY	$31.72 - $32.37 $6,566 - $6,700	207 Added 0.1%	200,087 $6.36 Million
Q2 2019 Aug 01, 2019	SELL	N/A	-2,905 Reduced 1.43%	199,880 $6.52 Million
Q1 2019 May 01, 2019	BUY	N/A	3,690 Added 1.85%	202,785 $6.54 Million
Q4 2018 Jan 30, 2019	SELL	N/A	-2,674 Reduced 1.33%	199,095 $5.79 Million
Q3 2018 Nov 06, 2018	SELL	N/A	-1,245 Reduced 0.61%	201,769 $7.2 Million
Q2 2018 Jul 19, 2018	BUY	N/A	1,961 Added 0.98%	203,014 $7.32 Million
Q1 2018 May 08, 2018	SELL	N/A	-67,034 Reduced 25.0%	201,053 $7.34 Million
Q4 2017 Feb 08, 2018	BUY	N/A	2,789 Added 1.05%	268,087 $9.82 Million
Q3 2017 Oct 30, 2017	BUY	N/A	5,229 Added 2.01%	265,298 $9.5 Million
Q2 2017 Aug 14, 2017	BUY	N/A	260,069	260,069 $8.75 Million

Others Institutions Holding SCHC

# of Institutions

426

Shares Held

45.7M

Call Options Held

Put Options Held

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Peak Financial Management, Inc. Schwab Strategic Tr Intl Small Transaction History