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Disclosery

Peak Financial Management, Inc.: SCHP position timeline

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

Peak Financial Management, Inc. held 367,655 SCHP 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 367,655 shares
    Change vs previous 13F +16,129 shares

    2.24% of the 13F portfolio, value $9,742,879.

    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 351,526 shares
    Change vs previous 13F +19,702 shares

    2.37% of the 13F portfolio, value $9,354,114.

    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 331,824 shares
    Change vs previous 13F +10,638 shares

    2.27% of the 13F portfolio, value $8,790,032.

    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 321,186 shares
    Change vs previous 13F -29,490 shares

    2.29% of the 13F portfolio, value $8,655,967.

    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 350,676 shares
    Change vs previous 13F -137,530 shares

    2.66% of the 13F portfolio, value $9,356,049.

    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 488,206 shares
    Change vs previous 13F +15,973 shares

    3.93% of the 13F portfolio, value $13,127,861.

    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 472,233 shares
    Change vs previous 13F +239,714 shares

    3.65% of the 13F portfolio, value $12,197,790.

    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 232,519 shares
    Change vs previous 13F not available

    3.66% of the 13F portfolio, value $12,470,038.

    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).