SCHWAB STRATEGIC TR

Ticker: SCHX CUSIP: 808524201 Class: ETF

Badgley Phelps Wealth Managers, LLC's Holding History (CIK: 0001895362)

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

Q4 2025
Shares 58,060 Value ($000) $1,562 Avg Close — Range —
Q3 2025
Shares 58,820 Value ($000) $1,549 Avg Close — Range —
Q2 2025
Shares 59,285 Value ($000) $1,449 Avg Close — Range —
Q1 2025
Shares 59,661 Value ($000) $1,317 Avg Close — Range —
Q4 2024
Shares 59,515 Value ($000) $1,380 Avg Close — Range —
Q3 2024
Shares 22,224 Value ($000) $1,508 Avg Close — Range —
Q2 2024
Shares 23,542 Value ($000) $1,517 Avg Close — Range —
Q1 2024
Shares 23,892 Value ($000) $1,483 Avg Close — Range —
Q4 2023
Shares 26,442 Value ($000) $1,491 Avg Close — Range —
Q3 2023
Shares 26,194 Value ($000) $1,325 Avg Close — Range —
Q2 2023
Shares 21,488 Value ($000) $1,125 Avg Close — Range —
Q1 2023
Shares 22,467 Value ($000) $1,087 Avg Close — Range —
Q4 2022
Shares 20,850 Value ($000) $941 Avg Close — Range —
Q3 2022
Shares 21,450 Value ($000) $908 Avg Close — Range —
Q2 2022
Shares 22,861 Value ($000) $1,021 Avg Close — Range —
Q1 2022
Shares 18,647 Value ($000) $1,004 Avg Close — Range —
Q4 2021
Shares 9,498 Value ($000) $1,081 Avg Close — Range —
Q3 2021
Shares 9,486 Value ($000) $987 Avg Close — Range —