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 $221,577. This represents 0.07% of its overall portfolio holdings.

Number of Shares
7,905
Previous 2,635 200.0%
Holding current value
$221,577
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
1,949
Shares Held
833M
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
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