SCHWAB STRATEGIC TR

Ticker: SCHE CUSIP: 808524706 Class: EMRG MKTEQ ETF

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

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

Q4 2025
Shares 89,637 Value ($000) $2,936 Avg Close — Range —
Q3 2025
Shares 92,267 Value ($000) $3,079 Avg Close — Range —
Q2 2025
Shares 98,063 Value ($000) $2,956 Avg Close — Range —
Q1 2025
Shares 100,632 Value ($000) $2,774 Avg Close — Range —
Q4 2024
Shares 108,874 Value ($000) $2,899 Avg Close — Range —
Q3 2024
Shares 98,959 Value ($000) $2,888 Avg Close — Range —
Q2 2024
Shares 99,253 Value ($000) $2,640 Avg Close — Range —
Q1 2024
Shares 102,884 Value ($000) $2,598 Avg Close — Range —
Q4 2023
Shares 114,486 Value ($000) $2,838 Avg Close — Range —
Q3 2023
Shares 126,644 Value ($000) $3,032 Avg Close — Range —
Q2 2023
Shares 132,082 Value ($000) $3,253 Avg Close — Range —
Q1 2023
Shares 150,250 Value ($000) $3,684 Avg Close — Range —
Q4 2022
Shares 236,522 Value ($000) $5,598 Avg Close — Range —
Q3 2022
Shares 10,107 Value ($000) $226 Avg Close — Range —
Q2 2022
Shares 15,155 Value ($000) $385 Avg Close — Range —
Q1 2022
Shares 78,410 Value ($000) $2,177 Avg Close — Range —
Q4 2021
Shares 106,687 Value ($000) $3,160 Avg Close — Range —