Peak Financial Management, Inc. SCHB Holdings History
Peak Financial Management, Inc.'s Schwab U.S. Broad Market ETF Holding Summary
As of 2024-12-31, Peak Financial Management, Inc. held 433,472.00 shares of Schwab U.S. Broad Market ETF(SCHB), totaling $9.84 Mil. This investment constitutes 2.95% of their stock portfolio, and Peak Financial Management, Inc. now holds 0.03% of the outstanding Schwab U.S. Broad Market ETF(SCHB) stock.
The initial trade took place in 2018Q2. And since then Peak Financial Management, Inc. has made 19 purchases of SCHB, at an average price of $28.02, for a total of 470,268.00 shares. In addition, there have been 8 sales at an average price of $39.25 for 36,796.00 shares. Based on historical transaction data and SCHB's current price of $21.21, Peak Financial Management, Inc.'s estimated gain on his SCHB holdings is $-2.54 Mil, reflecting a -19.25% gain to date.
Peak Financial Management, Inc. SCHB ($21.21) Holding Chart
Peak Financial Management, Inc. SCHB ($21.21) Quarterly Buys and Sells
| Period | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Avrg. Price |
|---|---|---|---|---|
| Shares Bought | 0 | Average Price $-/Share | ||
| Shares Sold | 0 | Average Price $-/Share | ||
| Current Price $0.00 | Total Estimated Gain 0 % | |||
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