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Schwab U S Broad Market ETF shares owned by Peak Financial Management

Quarter-by-quarter ownership of Schwab U S Broad Market ETF (SCHB) shares owned by Peak Financial Management from 13F filings

Historical chart of Peak Financial Management investment in Schwab U S Broad Market ETF

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All positions including Schwab U S Broad Market ETF held by Peak Financial Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Schwab U S Broad Market ETF by Peak Financial Management

Quarter filed Position value Share count Share price at filing
2025-09-30 $12M 458k 25.71
2025-06-30 $11M 453k 23.83
2025-03-31 $9.5M 439k 21.53
2024-12-31 $9.8M 434k 22.70
2024-09-30 $9.3M 140k 66.52
2024-06-30 $8.6M 136k 62.87
2024-03-31 $8.0M 132k 61.05
2023-12-31 $7.2M 129k 55.67
2023-09-30 $6.3M 126k 49.85
2023-06-30 $5.4M 105k 51.70
2023-03-31 $5.0M 105k 47.85
2022-12-31 $4.7M 105k 44.81
2022-09-30 $4.3M 101k 41.99
2022-06-30 $4.4M 100k 44.19
2022-03-31 $5.4M 101k 53.39
2021-12-31 $6.0M 53k 113.02
2021-09-30 $5.6M 54k 103.86
2021-06-30 $5.7M 55k 104.27
2021-03-31 $5.3M 55k 96.71
2020-12-31 $4.9M 54k 90.99
2020-09-30 $4.0M 51k 79.63
2020-06-30 $3.7M 50k 73.48
2020-03-31 $3.4M 57k 60.43
2019-12-31 $4.8M 62k 76.87
2019-09-30 $4.4M 62k 71.01
2019-06-30 $4.3M 61k 70.54
2019-03-31 $4.2M 61k 68.05
2018-12-31 $3.6M 61k 59.94
2018-09-30 $3.6M 51k 70.39
2018-06-30 $3.2M 49k 65.99
2018-03-31 $2.6M 41k 63.78
2017-12-31 $5.1M 79k 64.53
2017-09-30 $4.5M 74k 60.91
2017-06-30 $4.4M 76k 58.45
2017-03-31 $4.2M 74k 57.06
2016-12-31 $3.6M 66k 54.18
2015-12-31 $336k 6.8k 49.09

More positions owned by Peak Financial Management

Vanguard Star Fds Vg Tl Intl Stk F (VXUS)
Vanguard Index Fds Total Stk Mkt (VTI)
Spdr Index Shs Fds Portfli Msci Gbl (SPGM)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)
J P Morgan Exchange Traded F Intl Bd Opp Etf (JPIB)
Vanguard Scottsdale Fds Int-term Corp (VCIT)
Abrdn Precious Metals Basket Physcl Precs Met (GLTR)
Spdr Index Shs Fds Portfolio Emg Mk (SPEM)
Schwab Strategic Tr Us Brd Mkt Etf (SCHB)
Ishares Tr Core Us Aggbd Et (AGG)
Schwab Strategic Tr Us Mid-cap Etf (SCHM)
Etfis Ser Tr I Virtus Newfleet (NFLT)
Ishares Tr 0-5yr Hi Yl Cp (SHYG)
Invesco Exchange Traded Fd T S&p500 Pur Val (RPV)

View all positions for Peak Financial Management

Top funds holding Schwab U S Broad Market ETF

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Evergreen Advisors
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View all funds holding Schwab U S Broad Market ETF