Peak Retirement Planning, Inc. Schwab Strategic Tr Us Broad M Transaction History

Peak Retirement Planning, Inc.

  • $355 Billion
  • Q3 2025

A detailed history of Peak Retirement Planning, Inc. transactions in Schwab Strategic Tr Us Broad M stock. As of the latest transaction made, Peak Retirement Planning, Inc. holds 11,099 shares of SCHB stock, worth $286,576. This represents 0.08% of its overall portfolio holdings.

Number of Shares
11,099
Previous 11,067 0.29%
Holding current value
$286,576
Previous $264 Million 8.2%
% of portfolio
0.08%
Previous 0.11%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Nov 04, 2025
BUY
$23.82 - $25.84 $762 - $826
32 Added 0.29%
11,099 $285 Million
Q2 2025

Nov 04, 2025
BUY
$19.1 - $23.83 $211,379 - $263,726
11,067 New
11,067 $264 Million

Others Institutions Holding SCHB

# of Institutions
1,376
Shares Held
499M
Call Options Held
299K
Put Options Held
22.8K
View Full List

About SCHWAB STRATEGIC TR US BROAD M

SCHB Quotes by TradingView
  • Ticker SCHB
  • Sector ETFs
  • Industry ETFs
More about SCHB
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