Peak Financial Management, Inc. Schwab Us Aggregate Bond ETF Transaction History

Peak Financial Management, Inc.

  • $361 Million
  • Q4 2025

A detailed history of Peak Financial Management, Inc. transactions in Schwab Us Aggregate Bond ETF stock. As of the latest transaction made, Peak Financial Management, Inc. holds 353,378 shares of SCHZ stock, worth $8.27 Million. This represents 2.29% of its overall portfolio holdings.

Number of Shares
353,378
Previous 338,789 4.31%
Holding current value
$8.27 Million
Previous $7.95 Million 4.0%
% of portfolio
2.29%
Previous 2.22%

Shares

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

Jan 22, 2026
BUY
$23.37 - $23.7 $340,944 - $345,759
14,589 Added 4.31%
353,378 $8.27 Million
Q3 2025

Oct 09, 2025
BUY
$22.9 - $23.58 $337,454 - $347,474
14,736 Added 4.55%
338,789 $7.95 Million
Q2 2025

Jul 23, 2025
BUY
$22.68 - $23.28 $536,019 - $550,199
23,634 Added 7.87%
324,053 $7.53 Million
Q1 2025

May 12, 2025
BUY
$22.46 - $23.26 $549,618 - $569,195
24,471 Added 8.87%
300,419 $6.96 Million
Q4 2024

Jan 21, 2025
BUY
$22.63 - $47.53 $3.41 Million - $7.16 Million
150,728 Added 120.37%
275,948 $6.26 Million
Q3 2024

Oct 15, 2024
BUY
$45.2 - $47.87 $317,710 - $336,478
7,029 Added 5.95%
125,220 $5.95 Million
Q2 2024

Jul 22, 2024
BUY
$44.66 - $45.99 $504,390 - $519,411
11,294 Added 10.57%
118,191 $5.39 Million
Q1 2024

Apr 22, 2024
BUY
$45.44 - $46.67 $267,868 - $275,119
5,895 Added 5.84%
106,897 $4.92 Million
Q4 2023

Jan 18, 2024
SELL
$43.09 - $46.83 $442,706 - $481,131
-10,274 Reduced 9.23%
101,002 $4.71 Million
Q3 2023

Oct 24, 2023
BUY
$44.14 - $46.33 $1.24 Million - $1.31 Million
28,187 Added 33.92%
111,276 $4.92 Million
Q2 2023

Jul 26, 2023
BUY
$45.86 - $47.33 $116,988 - $120,738
2,551 Added 3.17%
83,089 $3.84 Million
Q1 2023

Apr 24, 2023
BUY
$45.33 - $47.44 $129,598 - $135,630
2,859 Added 3.68%
80,538 $3.78 Million
Q4 2022

Jan 27, 2023
BUY
$44.04 - $47.03 $28,670 - $30,616
651 Added 0.85%
77,679 $3.55 Million
Q3 2022

Oct 28, 2022
BUY
$44.98 - $49.09 $123,829 - $135,144
2,753 Added 3.71%
77,028 $3.49 Million
Q2 2022

Jul 29, 2022
SELL
$46.62 - $50.36 $3,589 - $3,877
-77 Reduced 0.1%
74,275 $3.56 Million
Q1 2022

Apr 20, 2022
SELL
$50.05 - $53.52 $105,255 - $112,552
-2,103 Reduced 2.75%
74,352 $3.76 Million
Q4 2021

Jan 27, 2022
SELL
$53.63 - $54.52 $237,259 - $241,196
-4,424 Reduced 5.47%
76,455 $4.12 Million
Q3 2021

Oct 19, 2021
BUY
$54.26 - $55.17 $294,740 - $299,683
5,432 Added 7.2%
80,879 $4.39 Million
Q2 2021

Aug 04, 2021
BUY
$53.9 - $54.6 $226,811 - $229,756
4,208 Added 5.91%
75,447 $4.12 Million
Q1 2021

Apr 29, 2021
BUY
$53.75 - $55.97 $264,020 - $274,924
4,912 Added 7.41%
71,239 $3.84 Million
Q4 2020

Jan 26, 2021
BUY
$55.56 - $56.23 $248,464 - $251,460
4,472 Added 7.23%
66,327 $3.72 Million
Q3 2020

Oct 19, 2020
BUY
$56.07 - $56.92 $211,552 - $214,759
3,773 Added 6.5%
61,855 $3.47 Million
Q2 2020

Aug 06, 2020
SELL
$54.35 - $56.24 $515,020 - $532,930
-9,476 Reduced 14.03%
58,082 $3.27 Million
Q1 2020

Apr 29, 2020
BUY
$50.33 - $56.09 $130,556 - $145,497
2,594 Added 3.99%
67,558 $3.67 Million
Q4 2019

Jan 31, 2020
BUY
$53.21 - $54.14 $87,743 - $89,276
1,649 Added 2.6%
64,964 $3.47 Million
Q3 2019

Oct 29, 2019
SELL
$53.15 - $53.86 $15,147 - $15,350
-285 Reduced 0.45%
63,315 $3.41 Million
Q2 2019

Aug 01, 2019
BUY
N/A
525 Added 0.83%
63,600 $3.37 Million
Q1 2019

May 01, 2019
SELL
N/A
-2,000 Reduced 3.07%
63,075 $3.27 Million
Q4 2018

Jan 30, 2019
BUY
N/A
2,959 Added 4.76%
65,075 $3.29 Million
Q3 2018

Nov 06, 2018
BUY
N/A
6,166 Added 11.02%
62,116 $3.12 Million
Q2 2018

Jul 19, 2018
BUY
N/A
17,080 Added 43.94%
55,950 $2.83 Million
Q1 2018

May 08, 2018
BUY
N/A
26,825 Added 222.71%
38,870 $1.98 Million
Q4 2017

Feb 08, 2018
BUY
N/A
3,900 Added 47.88%
12,045 $627,000
Q3 2017

Oct 30, 2017
BUY
N/A
15 Added 0.18%
8,145 $426,000
Q2 2017

Aug 14, 2017
BUY
N/A
8,130
8,130 $425,000

Others Institutions Holding SCHZ

# of Institutions
717
Shares Held
176M
Call Options Held
0
Put Options Held
0
View Full List

About SCHWAB US AGGREGATE BOND ETF

SCHZ Quotes by TradingView
  • Ticker SCHZ
  • Sector ETFs
  • Industry ETFs
More about SCHZ
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