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Disclosery

Peak Financial Management, Inc.: SCHB position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Peak Financial Management, Inc. on SCHB, newest first. How the timeline and the estimate are built.

Peak Financial Management, Inc. held 492,683 SCHB shares at 2026-06-30 per its 13F-HR filed 2026-07-20.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 492,683 shares
    Change vs previous 13F +24,135 shares

    3.28% of the 13F portfolio, value $14,268,108.

    13F-HR 0001669662-26-000003 filed by Peak Financial Management, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 468,548 shares
    Change vs previous 13F +1,149 shares

    2.99% of the 13F portfolio, value $11,760,580.

    13F-HR 0001669662-26-000002 filed by Peak Financial Management, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 467,399 shares
    Change vs previous 13F +9,032 shares

    3.16% of the 13F portfolio, value $12,259,877.

    13F-HR 0001669662-26-000001 filed by Peak Financial Management, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F 458,367 shares
    Change vs previous 13F +5,074 shares

    3.12% of the 13F portfolio, value $11,784,629.

    13F-HR 0001085146-25-005858 filed by Peak Financial Management, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-06-30
    13F 453,293 shares
    Change vs previous 13F +14,292 shares

    3.07% of the 13F portfolio, value $10,801,974.

    13F-HR 0001085146-25-004089 filed by Peak Financial Management, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-03-31
    13F 439,001 shares
    Change vs previous 13F +5,529 shares

    2.83% of the 13F portfolio, value $9,451,712.

    13F-HR 0001085146-25-002989 filed by Peak Financial Management, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2024-12-31
    13F 433,472 shares
    Change vs previous 13F +293,274 shares

    2.95% of the 13F portfolio, value $9,839,832.

    13F-HR 0001085146-25-000390 filed by Peak Financial Management, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2024-09-30
    13F 140,198 shares
    Change vs previous 13F not available

    2.74% of the 13F portfolio, value $9,325,999.

    13F-HR 0001085146-24-004909 filed by Peak Financial Management, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).