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

Peak Financial Management, Inc.

  • $361 Million
  • Q4 2025

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 7,802 shares of SCHD stock, worth $212,526. This represents 0.06% of its overall portfolio holdings.

Number of Shares
7,802
Holding current value
$212,526
% of portfolio
0.06%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2025

Jan 22, 2026
BUY
$26.44 - $27.53 $206,284 - $214,789
7,802 New
7,802 $212,000
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
2,064
Shares Held
867M
Call Options Held
4.95M
Put Options Held
2.61M
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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