PEAK FINANCIAL MANAGEMENT, INC. – Schwab U.S. TIPS ETF Transaction History
PEAK FINANCIAL MANAGEMENT, INC. portfolio value:
$11.41M
portfolio value
PEAK FINANCIAL MANAGEMENT, INC. quarter portfolio value change:
-7.17%
quarter
Schwab U.S. TIPS ETF 13F transactions
| Quarter | Transaction type | Change | Relative change | Absolute change | Change value | Avg. price | Shares |
|---|---|---|---|---|---|---|---|
| Q3 2022 | share | Decrease | -0.07% | -154 shares | -890K | $51.8 | 220.38K |
| Q2 2022 | share | Increase | +2.30% | 4.96K shares | -781K | $55.8 | 220.53K |
| Q1 2022 | share | Increase | +6.50% | 13.16K shares | 357K | $60.71 | 215.57K |
| Q4 2021 | share | Increase | +1.84% | 3.66K shares | 293K | $62.99 | 202.40K |
| Q3 2021 | share | Increase | +3.47% | 6.66K shares | 430K | $61.98 | 198.74K |
| Q2 2021 | share | Increase | +5.91% | 10.71K shares | 914K | $60.85 | 192.08K |
| Q1 2021 | share | Increase | +13.13% | 21.05K shares | 1.14M | $59.02 | 181.37K |
| Q4 2020 | share | Increase | +6.88% | 10.31K shares | 708K | $59.91 | 160.32K |
| Q3 2020 | share | Increase | +6.38% | 8.99K shares | 781K | $58.91 | 150.00K |
| Q2 2020 | share | Decrease | -5.73% | -8.56K shares | -139K | $57.27 | 141.01K |
| Q1 2020 | share | Increase | +0.04% | 65 shares | 136K | $54.88 | 149.58K |
| Q4 2019 | share | Increase | +2.59% | 3.77K shares | 195K | $54.04 | 149.51K |
| Q3 2019 | share | Increase | +3.08% | 4.35K shares | 311K | $53.67 | 145.74K |
| Q2 2019 | share | Increase | +2.61% | 3.59K shares | 383K | $52.86 | 141.38K |
| Q1 2019 | share | Decrease | -2.88% | -4.08K shares | 24K | $51.43 | 137.78K |
| Q4 2018 | share | Decrease | -7.14% | -10.91K shares | -690K | $49.8 | 141.86K |
| Q3 2018 | share | Increase | +4.69% | 6.84K shares | 231K | $50.23 | 152.77K |
| Q2 2018 | share | Increase | +4.52% | 6.31K shares | 350K | $50.64 | 145.93K |
| Q1 2018 | share | Increase | +16.91% | 20.19K shares | 1.04M | $50.2 | 139.62K |
| Q4 2017 | share | Increase | +145.77% | 70.83K shares | 3.93M | $50.7 | 119.43K |
| Q3 2017 | share | Increase | 0.00% | 48.59K shares | 2.68M | $50.02 | 48.59K |