SCHWAB STRATEGIC TR

Ticker: SCHF CUSIP: 808524805 Class: ETF

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

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

Q4 2025
Shares 64,274 Value ($000) $1,545 Avg Close — Range —
Q3 2025
Shares 61,753 Value ($000) $1,438 Avg Close — Range —
Q2 2025
Shares 60,837 Value ($000) $1,344 Avg Close — Range —
Q1 2025
Shares 60,837 Value ($000) $1,203 Avg Close — Range —
Q4 2024
Shares 247,732 Value ($000) $4,583 Avg Close — Range —
Q3 2024
Shares 30,104 Value ($000) $1,238 Avg Close — Range —
Q4 2022
Shares 33,706 Value ($000) $1,086 Avg Close — Range —
Q2 2021
Shares 9,489 Value ($000) $374 Avg Close — Range —
Q1 2021
Shares 9,445 Value ($000) $355 Avg Close — Range —
Q4 2020
Shares 7,959 Value ($000) $287 Avg Close — Range —
Q3 2020
Shares 7,696 Value ($000) $242 Avg Close — Range —
Q2 2020
Shares 9,318 Value ($000) $277 Avg Close — Range —
Q1 2020
Shares 14,884 Value ($000) $385 Avg Close — Range —
Q4 2019
Shares 502,285 Value ($000) $16,892 Avg Close — Range —