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

Peak Financial Management, Inc. currently holds 468.5K shares with a market value of $11.8M. It started holding SCHB on 2024-09-30. At its peak, it held 468.5K shares on 2026-03-31. Its highest holding value was $12.3M on 2025-12-31. 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 10.2K. In the recent year, Peak Financial Management, Inc. has increased its shares by 29.5K.