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Peak Retirement Planning’s Schwab US Broad Market ETF SCHB Stock Holding History

Peak Retirement Planning’s Portfolio SCHB Stock Details SCHB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q4 		– Sell
-11,099
Closed -$285K – 153
2025
Q3 		$285K Buy
11,099
+32
+0.3% +$792 0.08% 112
2025
Q2 		$264K Buy
+11,067
New +$244K 0.11% 108

Other funds holding SCHB

Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return
R
Rebalance Palo Alto, California $1.91B AUM 16.23% 1-Year Est. Return
AF
Align Financial Hermantown, Minnesota $202M AUM
SCM
SCS Capital Management Boston, Massachusetts $10.6B AUM 19.73% 1-Year Est. Return
SG
Strid Group Newtown Square, Pennsylvania $901M AUM 21.04% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return
EK
Evensky & Katz Coral Gables, Florida $1.94B AUM 22.01% 1-Year Est. Return
HCM
Hengehold Capital Management Cincinnati, Ohio $1.29B AUM 17.41% 1-Year Est. Return
HDIM
Hanson & Doremus Investment Management Burlington, Vermont $983M AUM 34.23% 1-Year Est. Return

Peak Retirement Planning's SCHB Position: Q4 2025 in Review

Peak Retirement Planning sold out of Schwab US Broad Market ETF (SCHB) in Q4 2025, closing a stake of 11,099 shares — an estimated $285K sold.

Peak Retirement Planning first reported a position in SCHB in Q2 2025 and held it in 2 quarters. The position peaked at $285K in Q3 2025. 1,313 funds tracked by Wall St. Rank hold SCHB as of Q4 2025.

  • Peak Retirement Planning reported no remaining Schwab US Broad Market ETF position as of Q4 2025 after selling out during the quarter.
  • Peak Retirement Planning sold 11,099 Schwab US Broad Market ETF shares in Q4 2025, an estimated $285K.
  • Peak Retirement Planning first reported a position in Schwab US Broad Market ETF in Q2 2025 and held it in 2 quarters.
  • Peak Retirement Planning's Schwab US Broad Market ETF position peaked at $285K in Q3 2025.
  • 1,313 funds tracked by Wall St. Rank held Schwab US Broad Market ETF as of Q4 2025.

Based on Peak Retirement Planning's 13F filing for Q4 2025, filed 10 Feb 2026.