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

Peak Financial Management, Inc.

  • $330 Million
  • Q4 2024

A detailed history of Peak Financial Management, Inc. transactions in Schwab Strategic Tr Us Dividen stock. As of the latest transaction made, Peak Financial Management, Inc. holds 7,905 shares of SCHD stock, worth $218,019. This represents 0.07% of its overall portfolio holdings.

Number of Shares
7,905
Previous 2,635 200.0%
Holding current value
$218,019
Previous $222,000 3.15%
% of portfolio
0.07%
Previous 0.07%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Jan 21, 2025
BUY
$26.93 - $84.95 $141,921 - $447,686
5,270 Added 200.0%
7,905 $215,000
Q1 2024

Apr 22, 2024
BUY
$75.25 - $80.63 $198,283 - $212,460
2,635 New
2,635 $212,000

Others Institutions Holding SCHD

# of Institutions
1,955
Shares Held
850M
Call Options Held
4.82M
Put Options Held
2.73M
View Full List

About SCHWAB STRATEGIC TR US DIVIDEN

SCHD Quotes by TradingView
  • Ticker SCHD
  • Sector ETFs
  • Industry ETFs
More about SCHD
Track This Portfolio

Track Peak Financial Management, Inc. Portfolio

Follow Peak Financial Management, Inc. and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Peak Financial Management, Inc., based on Form 13F filings with the SEC.

News

Stay updated on Peak Financial Management, Inc. with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email