SCHWAB STRATEGIC TR

Ticker: SCHD CUSIP: 808524797 Class: US DIVIDEND EQ

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

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

Q3 2025
Shares 29,107 Value ($000) $795 Avg Close — Range —
Q4 2024
Shares 9,744 Value ($000) $266 Avg Close — Range —
Q3 2024
Shares 26,951 Value ($000) $2,278 Avg Close — Range —
Q2 2024
Shares 35,791 Value ($000) $2,813 Avg Close — Range —
Q1 2024
Shares 38,844 Value ($000) $3,132 Avg Close — Range —
Q4 2023
Shares 95,232 Value ($000) $7,250 Avg Close — Range —
Q3 2023
Shares 105,844 Value ($000) $7,490 Avg Close — Range —
Q2 2023
Shares 104,645 Value ($000) $7,599 Avg Close — Range —