Peak Financial Management, Inc. SCHP Holdings History
Peak Financial Management, Inc.'s Schwab U.S. Tips ETF Holding Summary
As of 2025-03-31, Peak Financial Management, Inc. held 488,206.00 shares of Schwab U.S. Tips ETF(SCHP), totaling $13.13 Mil. This investment constitutes 3.93% of their stock portfolio, and Peak Financial Management, Inc. now holds 0.1% of the outstanding Schwab U.S. Tips ETF(SCHP) stock.
The initial trade took place in 2018Q2. And since then Peak Financial Management, Inc. has made 21 purchases of SCHP, at an average price of $41.94, for a total of 536,841.00 shares. In addition, there have been 7 sales at an average price of $53.32 for 48,635.00 shares. Based on historical transaction data and SCHP's current price of $26.57, Peak Financial Management, Inc.'s estimated gain on his SCHP holdings is $-6.95 Mil, reflecting a -30.86% gain to date.
Peak Financial Management, Inc. SCHP ($26.57) Holding Chart
Peak Financial Management, Inc. SCHP ($26.57) 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 % | |||
Top Ranked Articles
- 1
We'd love to learn more about your experiences on GuruFocus.com and how we can improve!
Take Survey
