Peak Financial Management, Inc. SCHX Holdings History
Peak Financial Management, Inc.'s Schwab U.S. Large-Cap ETF Holding Summary
As of 2025-03-31, Peak Financial Management, Inc. held 200,779.00 shares of Schwab U.S. Large-Cap ETF(SCHX), totaling $4.43 Mil. This investment constitutes 1.33% of their stock portfolio, and Peak Financial Management, Inc. now holds 0.01% of the outstanding Schwab U.S. Large-Cap ETF(SCHX) stock.
The initial trade took place in 2018Q2. And since then Peak Financial Management, Inc. has made 14 purchases of SCHX, at an average price of $26.60, for a total of 235,132.00 shares. In addition, there have been 14 sales at an average price of $43.85 for 34,353.00 shares. Based on historical transaction data and SCHX's current price of $24.86, Peak Financial Management, Inc.'s estimated gain on his SCHX holdings is $243,145.38, reflecting a 3.89% gain to date.
Peak Financial Management, Inc. SCHX ($24.86) Holding Chart
Peak Financial Management, Inc. SCHX ($24.86) 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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