SCHWAB STRATEGIC TR

Ticker: SCHB CUSIP: 808524102 Class: ETF

Cypress Point Wealth Management, LLC's Holding History (CIK: 0001825611)

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

Q4 2025
Shares 137,572 Value ($000) $3,609 Avg Close — Range —
Q3 2025
Shares 150,524 Value ($000) $3,870 Avg Close — Range —
Q2 2025
Shares 163,152 Value ($000) $3,888 Avg Close — Range —
Q1 2025
Shares 162,462 Value ($000) $3,498 Avg Close — Range —
Q4 2024
Shares 172,411 Value ($000) $3,914 Avg Close — Range —
Q3 2024
Shares 66,119 Value ($000) $4,398 Avg Close — Range —
Q2 2024
Shares 67,174 Value ($000) $4,223 Avg Close — Range —
Q1 2024
Shares 68,571 Value ($000) $4,186 Avg Close — Range —
Q4 2023
Shares 56,691 Value ($000) $3,156 Avg Close — Range —
Q3 2023
Shares 46,110 Value ($000) $2,299 Avg Close — Range —
Q2 2023
Shares 7,098 Value ($000) $367 Avg Close — Range —
Q1 2023
Shares 7,095 Value ($000) $340 Avg Close — Range —
Q4 2022
Shares 6,593 Value ($000) $295 Avg Close — Range —
Q1 2022
Shares 4,086 Value ($000) $218 Avg Close — Range —
Q4 2021
Shares 3,443 Value ($000) $389 Avg Close — Range —
Q3 2021
Shares 3,942 Value ($000) $409 Avg Close — Range —
Q2 2021
Shares 22,564 Value ($000) $2,353 Avg Close — Range —
Q1 2021
Shares 32,041 Value ($000) $3,099 Avg Close — Range —
Q4 2020
Shares 32,069 Value ($000) $2,918 Avg Close — Range —