SCHWAB STRATEGIC TR

Ticker: SCHA CUSIP: 808524607 Class: US SML CAP ETF

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

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

Q4 2025
Shares 11,789 Value ($000) $336 Avg Close Range
Q3 2025
Shares 11,079 Value ($000) $309 Avg Close Range
Q2 2025
Shares 9,884 Value ($000) $250 Avg Close Range
Q1 2025
Shares 8,637 Value ($000) $202 Avg Close Range
Q4 2024
Shares 8,579 Value ($000) $222 Avg Close Range
Q3 2024
Shares 4,377 Value ($000) $225 Avg Close Range
Q2 2024
Shares 4,327 Value ($000) $205 Avg Close Range
Q1 2024
Shares 4,311 Value ($000) $212 Avg Close Range
Q4 2023
Shares 4,472 Value ($000) $211 Avg Close Range
Q3 2023
Shares 5,628 Value ($000) $233 Avg Close Range
Q2 2023
Shares 6,628 Value ($000) $290 Avg Close Range
Q1 2023
Shares 6,202 Value ($000) $260 Avg Close Range
Q4 2022
Shares 5,872 Value ($000) $238 Avg Close Range
Q3 2022
Shares 5,922 Value ($000) $224 Avg Close Range
Q2 2022
Shares 6,122 Value ($000) $239 Avg Close Range
Q1 2022
Shares 6,099 Value ($000) $289 Avg Close Range
Q4 2021
Shares 2,953 Value ($000) $302 Avg Close Range
Q3 2021
Shares 2,953 Value ($000) $296 Avg Close Range
Q2 2021
Shares 2,949 Value ($000) $307 Avg Close Range
Q1 2021
Shares 3,050 Value ($000) $304 Avg Close Range
Q4 2020
Shares 3,207 Value ($000) $285 Avg Close Range
Q1 2020
Shares 4,806 Value ($000) $248 Avg Close Range
Q4 2019
Shares 5,484 Value ($000) $415 Avg Close Range
Q3 2019
Shares 5,430 Value ($000) $379 Avg Close Range
Q2 2019
Shares 5,518 Value ($000) $394 Avg Close Range
Q1 2019
Shares 4,599 Value ($000) $322 Avg Close Range