PEAK FINANCIAL MANAGEMENT, INC. – Schwab U.S. Small-Cap ETF Transaction History
PEAK FINANCIAL MANAGEMENT, INC. portfolio value:
$224,000
portfolio value
PEAK FINANCIAL MANAGEMENT, INC. quarter portfolio value change:
-3.05%
quarter
Schwab U.S. Small-Cap ETF 13F transactions
| Quarter | Transaction type | Change | Relative change | Absolute change | Change value | Avg. price | Shares |
|---|---|---|---|---|---|---|---|
| Q3 2022 | share | Decrease | -3.27% | -200 shares | -15K | $37.8 | 5.92K |
| Q2 2022 | share | Increase | +0.38% | 23 shares | -50K | $38.99 | 6.12K |
| Q1 2022 | share | Increase | +3.27% | 193 shares | -13K | $47.36 | 6.09K |
| Q4 2021 | share | 0.00% | 0 shares | 6K | $102.53 | 2.95K | |
| Q3 2021 | share | Increase | +0.14% | 4 shares | -11K | $100.1 | 2.95K |
| Q2 2021 | share | Decrease | -3.31% | -101 shares | 3K | $103.88 | 2.94K |
| Q1 2021 | share | Decrease | -4.90% | -157 shares | 19K | $99.17 | 3.05K |
| Q4 2020 | share | Increase | 0.00% | 3.20K shares | 285K | $88.35 | 3.20K |
| Q2 2020 | share | Decrease | -100.00% | -4.80K shares | -248K | $64.37 | 0 |
| Q1 2020 | share | Decrease | -12.36% | -678 shares | -167K | $50.66 | 4.80K |
| Q4 2019 | share | Increase | +0.99% | 54 shares | 36K | $74.03 | 5.48K |
| Q3 2019 | share | Decrease | -1.59% | -88 shares | -15K | $67.9 | 5.43K |
| Q2 2019 | share | Increase | +19.98% | 919 shares | 72K | $69.35 | 5.51K |
| Q1 2019 | share | Increase | 0.00% | 4.59K shares | 322K | $67.61 | 4.59K |