SCHWAB STRATEGIC TR

Ticker: SCHX CUSIP: 808524201 Class: ETF

Peak Financial Management, Inc.'s Holding History (CIK: 0001669662)

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

Q4 2025
Shares 173,800 Value ($000) $4,677 Avg Close — Range —
Q3 2025
Shares 181,479 Value ($000) $4,780 Avg Close — Range —
Q2 2025
Shares 196,736 Value ($000) $4,808 Avg Close — Range —
Q1 2025
Shares 200,779 Value ($000) $4,433 Avg Close — Range —
Q4 2024
Shares 204,578 Value ($000) $4,742 Avg Close — Range —
Q3 2024
Shares 70,071 Value ($000) $4,754 Avg Close — Range —
Q2 2024
Shares 70,081 Value ($000) $4,503 Avg Close — Range —
Q1 2024
Shares 72,078 Value ($000) $4,473 Avg Close — Range —
Q4 2023
Shares 73,484 Value ($000) $4,145 Avg Close — Range —
Q3 2023
Shares 79,540 Value ($000) $4,025 Avg Close — Range —
Q2 2023
Shares 79,744 Value ($000) $4,176 Avg Close — Range —
Q1 2023
Shares 81,390 Value ($000) $3,937 Avg Close — Range —
Q4 2022
Shares 81,650 Value ($000) $3,687 Avg Close — Range —
Q3 2022
Shares 80,659 Value ($000) $3,416 Avg Close — Range —
Q2 2022
Shares 80,466 Value ($000) $3,594 Avg Close — Range —
Q1 2022
Shares 80,339 Value ($000) $4,326 Avg Close — Range —
Q4 2021
Shares 41,104 Value ($000) $4,678 Avg Close — Range —
Q3 2021
Shares 42,262 Value ($000) $4,397 Avg Close — Range —
Q2 2021
Shares 41,760 Value ($000) $4,342 Avg Close — Range —
Q1 2021
Shares 43,708 Value ($000) $4,197 Avg Close — Range —
Q4 2020
Shares 43,504 Value ($000) $3,957 Avg Close — Range —
Q3 2020
Shares 42,631 Value ($000) $3,437 Avg Close — Range —
Q2 2020
Shares 42,093 Value ($000) $3,119 Avg Close — Range —
Q1 2020
Shares 46,691 Value ($000) $2,860 Avg Close — Range —
Q4 2019
Shares 45,754 Value ($000) $3,514 Avg Close — Range —
Q3 2019
Shares 46,073 Value ($000) $3,268 Avg Close — Range —
Q2 2019
Shares 46,177 Value ($000) $3,241 Avg Close — Range —
Q1 2019
Shares 46,603 Value ($000) $3,151 Avg Close — Range —
Q4 2018
Shares 46,000 Value ($000) $2,746 Avg Close — Range —
Q3 2018
Shares 39,249 Value ($000) $2,730 Avg Close — Range —
Q2 2018
Shares 37,227 Value ($000) $2,419 Avg Close — Range —
Q1 2018
Shares 22,734 Value ($000) $1,434 Avg Close — Range —
Q4 2017
Shares 22,803 Value ($000) $1,454 Avg Close — Range —
Q3 2017
Shares 22,041 Value ($000) $1,323 Avg Close — Range —
Q2 2017
Shares 22,114 Value ($000) $1,278 Avg Close — Range —
Q1 2017
Shares 22,112 Value ($000) $1,244 Avg Close — Range —
Q4 2016
Shares 21,125 Value ($000) $1,125 Avg Close — Range —