Peak Financial Management, Inc. Schwab Strategic Tr Intl Small Transaction History
Peak Financial Management, Inc.
- $361 Million
- Q4 2025
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 15,105 shares of SCHC stock, worth $680,329. This represents 0.19% of its overall portfolio holdings.
Number of Shares
15,105
Previous 15,455
2.26%
Holding current value
$680,329
Previous $703,000
3.27%
% of portfolio
0.19%
Previous 0.2%
Shares
35 transactions
Others Institutions Holding SCHC
# of Institutions
518Shares Held
45.1MCall Options Held
0Put Options Held
0-
Tiaa Trust, National Association Charlotte, NC3.63MShares$163 Million0.41% of portfolio
-
Savant Capital, LLC2.4MShares$108 Million0.61% of portfolio
-
Sage View Advisory Group, LLC Newport Beach, CA1.92MShares$86.3 Million3.01% of portfolio
-
Tiaa, Fsb St. Louis, MO1.68MShares$75.6 Million0.21% of portfolio
-
Mc Adam, LLC1.45MShares$65.2 Million3.31% of portfolio