PEAK FINANCIAL MANAGEMENT, INC. – Schwab U.S. Mid-Cap ETF Transaction History
PEAK FINANCIAL MANAGEMENT, INC. portfolio value:
$7.42M
portfolio value
PEAK FINANCIAL MANAGEMENT, INC. quarter portfolio value change:
-3.51%
quarter
Schwab U.S. Mid-Cap ETF 13F transactions
| Quarter | Transaction type | Change | Relative change | Absolute change | Change value | Avg. price | Shares |
|---|---|---|---|---|---|---|---|
| Q3 2022 | share | Decrease | -2.63% | -3.31K shares | -478K | $60.53 | 122.67K |
| Q2 2022 | share | Increase | +0.82% | 1.02K shares | -1.57M | $62.73 | 125.98K |
| Q1 2022 | share | Decrease | -0.47% | -586 shares | -618K | $75.86 | 124.95K |
| Q4 2021 | share | Decrease | -2.41% | -3.09K shares | 236K | $80.5 | 125.53K |
| Q3 2021 | share | Increase | +1.01% | 1.28K shares | -107K | $76.66 | 128.63K |
| Q2 2021 | share | Decrease | -1.83% | -2.37K shares | 313K | $77.99 | 127.35K |
| Q1 2021 | share | Decrease | -6.28% | -8.69K shares | 218K | $73.97 | 129.72K |
| Q4 2020 | share | Increase | +1.80% | 2.44K shares | 1.89M | $67.69 | 138.41K |
| Q3 2020 | share | Increase | +0.32% | 439 shares | 412K | $54.81 | 135.96K |
| Q2 2020 | share | Decrease | -0.63% | -861 shares | 1.38M | $51.79 | 135.53K |
| Q1 2020 | share | Increase | +10.82% | 13.31K shares | -1.65M | $41.36 | 136.39K |
| Q4 2019 | share | Increase | +0.07% | 90 shares | 449K | $58.73 | 123.07K |
| Q3 2019 | share | Increase | +1.82% | 2.20K shares | 59K | $54.92 | 122.98K |
| Q2 2019 | share | Increase | +4.27% | 4.94K shares | 479K | $55.23 | 120.78K |
| Q1 2019 | share | Increase | +1526.98% | 108.72K shares | 6.07M | $53.4 | 115.84K |
| Q4 2018 | share | Increase | 0.00% | 7.12K shares | 341K | $46.07 | 7.12K |