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

Peak Retirement Planning, Inc.

  • $355 Billion
  • Q3 2025

A detailed history of Peak Retirement Planning, Inc. transactions in Schwab Strategic Tr Us Dividen stock. As of the latest transaction made, Peak Retirement Planning, Inc. holds 14,548 shares of SCHD stock, worth $396,287. This represents 0.11% of its overall portfolio holdings.

Number of Shares
14,548
Previous 8,682 67.57%
Holding current value
$396,287
Previous $230 Million 72.62%
% of portfolio
0.11%
Previous 0.09%

Shares

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

Nov 04, 2025
BUY
$26.38 - $27.95 $154,745 - $163,954
5,866 Added 67.57%
14,548 $397 Million
Q2 2025

Nov 04, 2025
BUY
$24.32 - $27.87 $211,146 - $241,967
8,682 New
8,682 $230 Million

Others Institutions Holding SCHD

# of Institutions
2,056
Shares Held
872M
Call Options Held
4.95M
Put Options Held
2.61M
View Full List

About SCHWAB STRATEGIC TR US DIVIDEN

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