SCHWAB STRATEGIC TR

Ticker: SCHX CUSIP: 808524201 Class: ETF

SteelPeak Wealth, LLC's Holding History (CIK: 0001801868)

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

Q3 2025
Shares 9,573 Value ($000) $252 Avg Close — Range —
Q2 2025
Shares 9,339 Value ($000) $228 Avg Close — Range —
Q1 2025
Shares 9,738 Value ($000) $215 Avg Close — Range —
Q1 2022
Shares 3,836 Value ($000) $207 Avg Close — Range —
Q4 2021
Shares 2,368 Value ($000) $270 Avg Close — Range —
Q3 2021
Shares 3,293 Value ($000) $343 Avg Close — Range —
Q2 2021
Shares 2,479 Value ($000) $258 Avg Close — Range —
Q1 2021
Shares 2,479 Value ($000) $238 Avg Close — Range —
Q4 2020
Shares 3,006 Value ($000) $273 Avg Close — Range —
Q4 2019
Shares 4,546 Value ($000) $349 Avg Close — Range —