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

Peak Financial Management, Inc. currently holds 7.8K shares with a market value of $239.4K. It started holding SCHD on 2024-09-30. At its peak, it held 7.9K shares on 2024-12-31. Its highest holding value was $239.4K on 2026-03-31. At its lowest, it held 2.6K shares on 2024-09-30, with a value of $209.5K on 2025-06-30. In the recent 180 days, Peak Financial Management, Inc. has decreased its shares by 103. In the recent year, Peak Financial Management, Inc. has decreased its shares by 103.