Peak Financial Management, Inc. Schwab Strategic Tr Intl Eqty Transaction History
Peak Financial Management, Inc.
- $359 Million
- Q3 2025
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 169,740 shares of SCHF stock, worth $4.06 Million. This represents 1.1% of its overall portfolio holdings.
Number of Shares
169,740
Previous 170,810
0.63%
Holding current value
$4.06 Million
Previous $3.77 Million
4.69%
% of portfolio
1.1%
Previous 1.12%
Shares
34 transactions
Others Institutions Holding SCHF
# of Institutions
1,564Shares Held
1.5BCall Options Held
154KPut Options Held
0-
Northwestern Mutual Wealth Management CO286MShares$6.83 Billion4.51% of portfolio
-
Empower Advisory Group, LLC Greenwood Village, CO186MShares$4.46 Billion12.09% of portfolio
-
Financial Engines Advisors L.L.C. Santa Clara, CA157MShares$3.76 Billion7.01% of portfolio
-
Wealthfront Advisers LLC110MShares$2.63 Billion6.16% of portfolio
-
Personal Capital Advisors Corp71.3MShares$1.71 Billion11.16% of portfolio