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Disclosery

Peak Financial Management, Inc.: SCHX position timeline

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

Peak Financial Management, Inc. held 168,838 SCHX 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 168,838 shares
    Change vs previous 13F -240 shares

    1.14% of the 13F portfolio, value $4,968,914.

    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 169,078 shares
    Change vs previous 13F -4,722 shares

    1.1% of the 13F portfolio, value $4,335,162.

    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 173,800 shares
    Change vs previous 13F -7,679 shares

    1.21% of the 13F portfolio, value $4,676,980.

    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 181,479 shares
    Change vs previous 13F -15,257 shares

    1.26% of the 13F portfolio, value $4,780,164.

    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 196,736 shares
    Change vs previous 13F -4,043 shares

    1.37% of the 13F portfolio, value $4,808,242.

    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 200,779 shares
    Change vs previous 13F -3,799 shares

    1.33% of the 13F portfolio, value $4,433,203.

    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 204,578 shares
    Change vs previous 13F +134,507 shares

    1.42% of the 13F portfolio, value $4,742,130.

    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 70,071 shares
    Change vs previous 13F not available

    1.4% of the 13F portfolio, value $4,754,351.

    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).