Peak Retirement Planning, Inc.: SCHD position timeline

Peak Retirement Planning, Inc. held 11,317 SCHD shares at 2026-06-30 per its 13F-HR filed 2026-08-10.

the latest 13F is the newest step

1. period ended2026-06-30

   13F 11,317 shares

   Change vs previous 13F +480 shares

   0.06% of the 13F portfolio, value $358,848.

   13F-HR 0002056697-26-000003 filed by Peak Retirement Planning, Inc.
   Filed 2026-08-10 (acceptance time not in the bulk data set), ingested 2026-10-06 09:57:27 UTC

   Acceptance time not in the bulk data set (spec §4.2).

2. period ended2026-03-31

   13F 10,837 shares

   Change vs previous 13F +83 shares

   0.07% of the 13F portfolio, value $332,465.

   13F-HR 0002056697-26-000002 filed by Peak Retirement Planning, Inc.
   Filed 2026-05-11 (acceptance time not in the bulk data set), ingested 2026-10-06 09:58:43 UTC

   Acceptance time not in the bulk data set (spec §4.2).

3. period ended2025-12-31

   13F 10,754 shares

   Change vs previous 13F -3,794 shares

   0.07% of the 13F portfolio, value $294,971.

   13F-HR 0002056697-26-000001 filed by Peak Retirement Planning, Inc.
   Filed 2026-02-10 (acceptance time not in the bulk data set), ingested 2026-10-07 03:01:36 UTC

   Acceptance time not in the bulk data set (spec §4.2).

4. period ended2025-09-30

   13F 14,548 shares

   Change vs previous 13F +5,866 shares

   0.11% of the 13F portfolio, value $397,160.

   13F-HR 0002056697-25-000006 filed by Peak Retirement Planning, Inc.
   Filed 2025-11-04 (acceptance time not in the bulk data set), ingested 2026-10-07 03:02:25 UTC

   Acceptance time not in the bulk data set (spec §4.2).

5. period ended2025-06-30

   13F 8,682 shares

   Change vs previous 13F not available

   0.09% of the 13F portfolio, value $230,082.

   13F-HR 0002056697-25-000005 filed by Peak Retirement Planning, Inc.
   Filed 2025-11-04 (acceptance time not in the bulk data set), ingested 2026-10-07 03:02:25 UTC

   Acceptance time not in the bulk data set (spec §4.2).