SCHWAB STRATEGIC TR

Ticker: SCHV CUSIP: 808524409 Class: US LCAP VA ETF

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

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

Q4 2025
Shares 275,642 Value ($000) $8,162 Avg Close — Range —
Q2 2025
Shares 182,496 Value ($000) $5,050 Avg Close — Range —
Q4 2024
Shares 206,775 Value ($000) $5,391 Avg Close — Range —
Q4 2023
Shares 19,921 Value ($000) $1,396 Avg Close — Range —
Q4 2020
Shares 3,579 Value ($000) $213 Avg Close — Range —
Q4 2019
Shares 3,356 Value ($000) $202 Avg Close — Range —