Peak Financial Management, Inc.'s ownership history for SCHB

Peak Financial Management, Inc. currently holds 458.4K shares with a market value of $11.8M. It started holding SCHB on 2024-09-30. At its peak, it held 458.4K shares on 2025-09-30. Its highest holding value was $11.8M on 2025-09-30. At its lowest, it held 140.2K shares on 2024-09-30, with a value of $9.3M on 2024-09-30. In the recent 180 days, Peak Financial Management, Inc. has increased its shares by 19.4K. In the recent year, Peak Financial Management, Inc. has increased its shares by 318.2K.