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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Quarterly reported holdings in Schwab U S Broad Market ETF by Peak Financial Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 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 |