SCHWAB STRATEGIC TR

Ticker: SCHB CUSIP: 808524102 Class: ETF

Regent Peak Wealth Advisors LLC's Holding History (CIK: 0001803329)

Note: Option positions (PUT/CALL) are excluded.

Q4 2025
Shares 77,261 Value ($000) $2,027 Avg Close — Range —
Q3 2025
Shares 77,259 Value ($000) $1,986 Avg Close — Range —
Q1 2025
Shares 85,936 Value ($000) $1,850 Avg Close — Range —
Q4 2024
Shares 87,936 Value ($000) $1,996 Avg Close — Range —
Q3 2024
Shares 27,538 Value ($000) $1,832 Avg Close — Range —
Q2 2024
Shares 27,538 Value ($000) $1,731 Avg Close — Range —
Q1 2024
Shares 27,898 Value ($000) $1,703 Avg Close — Range —
Q4 2023
Shares 29,150 Value ($000) $1,623 Avg Close — Range —
Q3 2023
Shares 29,538 Value ($000) $1,472 Avg Close — Range —
Q2 2023
Shares 29,538 Value ($000) $1,527 Avg Close — Range —
Q1 2023
Shares 29,744 Value ($000) $1,423 Avg Close — Range —
Q4 2022
Shares 28,163 Value ($000) $1,262 Avg Close — Range —
Q3 2022
Shares 14,095 Value ($000) $591 Avg Close — Range —
Q2 2022
Shares 12,176 Value ($000) $538 Avg Close — Range —
Q1 2022
Shares 4,600 Value ($000) $246 Avg Close — Range —
Q4 2021
Shares 2,290 Value ($000) $259 Avg Close — Range —
Q3 2021
Shares 3,657 Value ($000) $380 Avg Close — Range —
Q2 2021
Shares 2,290 Value ($000) $243 Avg Close — Range —
Q4 2020
Shares 699 Value ($000) $64 Avg Close — Range —