Peak Retirement Planning, Inc.'s ownership history for SCHD

Peak Retirement Planning, Inc. currently holds 14.5K shares with a market value of $397.2K. It started holding SCHD on 2025-06-30. At its peak, it held 14.5K shares on 2025-09-30. Its highest holding value was $397.2K on 2025-09-30. At its lowest, it held 8.7K shares on 2025-06-30, with a value of $230.1K on 2025-06-30.