SCHWAB STRATEGIC TR

Ticker: SCHF CUSIP: 808524805 Class: ETF

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

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

Q4 2025
Shares 166,485 Value ($000) $4,002 Avg Close — Range —
Q3 2025
Shares 169,740 Value ($000) $3,952 Avg Close — Range —
Q2 2025
Shares 170,810 Value ($000) $3,775 Avg Close — Range —
Q1 2025
Shares 171,469 Value ($000) $3,392 Avg Close — Range —
Q4 2024
Shares 171,939 Value ($000) $3,181 Avg Close — Range —
Q3 2024
Shares 86,577 Value ($000) $3,560 Avg Close — Range —
Q2 2024
Shares 87,257 Value ($000) $3,352 Avg Close — Range —
Q1 2024
Shares 87,775 Value ($000) $3,425 Avg Close — Range —
Q4 2023
Shares 90,965 Value ($000) $3,362 Avg Close — Range —
Q3 2023
Shares 128,682 Value ($000) $4,370 Avg Close — Range —
Q2 2023
Shares 462,001 Value ($000) $16,470 Avg Close — Range —
Q1 2023
Shares 462,834 Value ($000) $16,107 Avg Close — Range —
Q4 2022
Shares 455,985 Value ($000) $14,687 Avg Close — Range —
Q3 2022
Shares 459,424 Value ($000) $12,924 Avg Close — Range —
Q2 2022
Shares 463,777 Value ($000) $14,586 Avg Close — Range —
Q1 2022
Shares 461,154 Value ($000) $16,934 Avg Close — Range —
Q4 2021
Shares 458,367 Value ($000) $17,817 Avg Close — Range —
Q3 2021
Shares 467,610 Value ($000) $18,096 Avg Close — Range —
Q2 2021
Shares 466,598 Value ($000) $18,407 Avg Close — Range —
Q1 2021
Shares 464,411 Value ($000) $17,471 Avg Close — Range —
Q4 2020
Shares 462,778 Value ($000) $16,665 Avg Close — Range —
Q3 2020
Shares 452,662 Value ($000) $14,214 Avg Close — Range —
Q2 2020
Shares 446,335 Value ($000) $13,278 Avg Close — Range —
Q1 2020
Shares 485,437 Value ($000) $12,544 Avg Close — Range —
Q4 2019
Shares 374,905 Value ($000) $12,608 Avg Close — Range —
Q3 2019
Shares 380,480 Value ($000) $12,122 Avg Close — Range —
Q2 2019
Shares 385,828 Value ($000) $12,381 Avg Close — Range —
Q1 2019
Shares 394,238 Value ($000) $12,344 Avg Close — Range —
Q4 2018
Shares 392,329 Value ($000) $11,123 Avg Close — Range —
Q3 2018
Shares 436,979 Value ($000) $14,652 Avg Close — Range —
Q2 2018
Shares 424,829 Value ($000) $14,041 Avg Close — Range —
Q1 2018
Shares 415,359 Value ($000) $14,002 Avg Close — Range —
Q4 2017
Shares 549,449 Value ($000) $18,720 Avg Close — Range —
Q3 2017
Shares 544,694 Value ($000) $18,231 Avg Close — Range —
Q2 2017
Shares 543,391 Value ($000) $17,269 Avg Close — Range —
Q1 2017
Shares 538,521 Value ($000) $16,086 Avg Close — Range —
Q4 2016
Shares 25,896 Value ($000) $717 Avg Close — Range —