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

Peak Financial Management, Inc.

$330 Million
Q4 2024

A detailed history of Peak Financial Management, Inc. transactions in Schwab Strategic Tr Intl Eqty stock. As of the latest transaction made, Peak Financial Management, Inc. holds 171,939 shares of SCHF stock, worth $3.39 Million. This represents 0.96% of its overall portfolio holdings.

Number of Shares

171,939

Previous 86,577 98.6%

Holding current value

$3.39 Million

Previous $3.56 Million 10.67%

% of portfolio

0.96%

Previous 1.06%

31 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 21, 2025	BUY	$18.41 - $40.87 $1.57 Million - $3.49 Million	85,362 Added 98.6%	171,939 $3.18 Million
Q3 2024 Oct 15, 2024	SELL	$36.98 - $41.55 $25,146 - $28,253	-680 Reduced 0.78%	86,577 $3.56 Million
Q2 2024 Jul 22, 2024	SELL	$37.19 - $39.82 $19,264 - $20,626	-518 Reduced 0.59%	87,257 $3.35 Million
Q1 2024 Apr 22, 2024	SELL	$35.71 - $39.11 $113,914 - $124,760	-3,190 Reduced 3.51%	87,775 $3.42 Million
Q4 2023 Jan 18, 2024	SELL	$32.37 - $37.01 $1.22 Million - $1.4 Million	-37,717 Reduced 29.31%	90,965 $3.36 Million
Q3 2023 Oct 24, 2023	SELL	$33.82 - $36.71 $11.3 Million - $12.2 Million	-333,319 Reduced 72.15%	128,682 $4.37 Million
Q2 2023 Jul 26, 2023	SELL	$34.48 - $36.54 $28,721 - $30,437	-833 Reduced 0.18%	462,001 $16.5 Million
Q1 2023 Apr 24, 2023	BUY	$32.42 - $35.44 $222,044 - $242,728	6,849 Added 1.5%	462,834 $16.1 Million
Q4 2022 Jan 27, 2023	SELL	$28.0 - $33.87 $96,292 - $116,478	-3,439 Reduced 0.75%	455,985 $14.7 Million
Q3 2022 Oct 28, 2022	SELL	$28.01 - $33.61 $121,927 - $146,304	-4,353 Reduced 0.94%	459,424 $12.9 Million
Q2 2022 Jul 29, 2022	BUY	$31.13 - $37.19 $81,653 - $97,549	2,623 Added 0.57%	463,777 $14.6 Million
Q1 2022 Apr 20, 2022	BUY	$33.67 - $39.47 $93,838 - $110,002	2,787 Added 0.61%	461,154 $16.9 Million
Q4 2021 Jan 27, 2022	SELL	$37.77 - $40.6 $349,108 - $375,265	-9,243 Reduced 1.98%	458,367 $17.8 Million
Q3 2021 Oct 19, 2021	BUY	$38.35 - $40.79 $38,810 - $41,279	1,012 Added 0.22%	467,610 $18.1 Million
Q2 2021 Aug 04, 2021	BUY	$38.15 - $40.84 $83,434 - $89,317	2,187 Added 0.47%	466,598 $18.4 Million
Q1 2021 Apr 29, 2021	BUY	$35.74 - $38.15 $58,363 - $62,298	1,633 Added 0.35%	464,411 $17.5 Million
Q4 2020 Jan 26, 2021	BUY	$30.32 - $36.26 $306,717 - $366,806	10,116 Added 2.23%	462,778 $16.7 Million
Q3 2020 Oct 19, 2020	BUY	$29.85 - $32.42 $188,860 - $205,121	6,327 Added 1.42%	452,662 $14.2 Million
Q2 2020 Aug 06, 2020	SELL	$24.62 - $31.42 $962,691 - $1.23 Million	-39,102 Reduced 8.06%	446,335 $13.3 Million
Q1 2020 Apr 29, 2020	BUY	$22.3 - $34.12 $2.46 Million - $3.77 Million	110,532 Added 29.48%	485,437 $12.5 Million
Q4 2019 Jan 31, 2020	SELL	$30.95 - $33.72 $172,546 - $187,989	-5,575 Reduced 1.47%	374,905 $12.6 Million
Q3 2019 Oct 29, 2019	SELL	$31.56 - $32.18 $168,782 - $172,098	-5,348 Reduced 1.39%	380,480 $12.1 Million
Q2 2019 Aug 01, 2019	SELL	N/A	-8,410 Reduced 2.13%	385,828 $12.4 Million
Q1 2019 May 01, 2019	BUY	N/A	1,909 Added 0.49%	394,238 $12.3 Million
Q4 2018 Jan 30, 2019	SELL	N/A	-44,650 Reduced 10.22%	392,329 $11.1 Million
Q3 2018 Nov 06, 2018	BUY	N/A	12,150 Added 2.86%	436,979 $14.7 Million
Q2 2018 Jul 19, 2018	BUY	N/A	9,470 Added 2.28%	424,829 $14 Million
Q1 2018 May 08, 2018	SELL	N/A	-134,090 Reduced 24.4%	415,359 $14 Million
Q4 2017 Feb 08, 2018	BUY	N/A	4,755 Added 0.87%	549,449 $18.7 Million
Q3 2017 Oct 30, 2017	BUY	N/A	1,303 Added 0.24%	544,694 $18.2 Million
Q2 2017 Aug 14, 2017	BUY	N/A	543,391	543,391 $17.3 Million

Others Institutions Holding SCHF

# of Institutions

1,381

Shares Held

1.51B

Call Options Held

38.7K

Put Options Held

12.1K

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