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Disclosery

Peak Financial Management, Inc.: SCHF position timeline

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

Peak Financial Management, Inc. held 163,833 SCHF 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 163,833 shares
    Change vs previous 13F -682 shares

    1.04% of the 13F portfolio, value $4,538,174.

    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 164,515 shares
    Change vs previous 13F -1,970 shares

    1.03% of the 13F portfolio, value $4,071,746.

    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 166,485 shares
    Change vs previous 13F -3,255 shares

    1.03% of the 13F portfolio, value $4,002,299.

    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 169,740 shares
    Change vs previous 13F -1,070 shares

    1.04% of the 13F portfolio, value $3,951,547.

    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 170,810 shares
    Change vs previous 13F -659 shares

    1.07% of the 13F portfolio, value $3,774,901.

    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 171,469 shares
    Change vs previous 13F -470 shares

    1.02% of the 13F portfolio, value $3,391,657.

    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 171,939 shares
    Change vs previous 13F +85,362 shares

    0.95% of the 13F portfolio, value $3,180,872.

    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 86,577 shares
    Change vs previous 13F not available

    1.05% of the 13F portfolio, value $3,560,046.

    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).