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Disclosery

Peak Financial Management, Inc.: SCHZ position timeline

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

Peak Financial Management, Inc. held 423,666 SCHZ 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 423,666 shares
    Change vs previous 13F +30,286 shares

    2.25% of the 13F portfolio, value $9,799,396.

    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 393,380 shares
    Change vs previous 13F +40,002 shares

    2.32% of the 13F portfolio, value $9,134,284.

    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 353,378 shares
    Change vs previous 13F +14,589 shares

    2.13% of the 13F portfolio, value $8,258,448.

    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 338,789 shares
    Change vs previous 13F +14,736 shares

    2.1% of the 13F portfolio, value $7,951,389.

    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 324,053 shares
    Change vs previous 13F +23,634 shares

    2.14% of the 13F portfolio, value $7,531,002.

    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 300,419 shares
    Change vs previous 13F +24,471 shares

    2.08% of the 13F portfolio, value $6,957,707.

    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 275,948 shares
    Change vs previous 13F +150,728 shares

    1.88% of the 13F portfolio, value $6,264,029.

    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 125,220 shares
    Change vs previous 13F not available

    1.75% of the 13F portfolio, value $5,950,483.

    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).