SCHWAB STRATEGIC TR

Ticker: SCHD CUSIP: 808524797 Class: US DIVIDEND EQ

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

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

Q4 2025
Shares 7,802 Value ($000) $214 Avg Close — Range —
Q2 2025
Shares 7,905 Value ($000) $209 Avg Close — Range —
Q1 2025
Shares 7,905 Value ($000) $221 Avg Close — Range —
Q4 2024
Shares 7,905 Value ($000) $216 Avg Close — Range —
Q3 2024
Shares 2,635 Value ($000) $223 Avg Close — Range —
Q2 2024
Shares 2,635 Value ($000) $205 Avg Close — Range —
Q1 2024
Shares 2,635 Value ($000) $212 Avg Close — Range —