SCHWAB STRATEGIC TR

Ticker: SCHH CUSIP: 808524847 Class: ETF

Cypress Point Wealth Management, LLC's Holding History (CIK: 0001825611)

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

Q4 2025
Shares 211,763 Value ($000) $4,424 Avg Close Range
Q3 2025
Shares 195,361 Value ($000) $4,214 Avg Close Range
Q2 2025
Shares 176,210 Value ($000) $3,729 Avg Close Range
Q1 2025
Shares 166,734 Value ($000) $3,586 Avg Close Range
Q4 2024
Shares 157,276 Value ($000) $3,312 Avg Close Range
Q3 2024
Shares 135,555 Value ($000) $3,141 Avg Close Range
Q2 2024
Shares 130,628 Value ($000) $2,609 Avg Close Range
Q1 2024
Shares 128,436 Value ($000) $2,607 Avg Close Range
Q4 2023
Shares 125,093 Value ($000) $2,591 Avg Close Range
Q3 2023
Shares 147,673 Value ($000) $2,621 Avg Close Range
Q2 2023
Shares 172,872 Value ($000) $3,376 Avg Close Range
Q1 2023
Shares 176,421 Value ($000) $3,440 Avg Close Range
Q4 2022
Shares 164,314 Value ($000) $3,170 Avg Close Range
Q3 2022
Shares 175,347 Value ($000) $3,277 Avg Close Range
Q2 2022
Shares 177,850 Value ($000) $3,751 Avg Close Range
Q1 2022
Shares 168,758 Value ($000) $4,200 Avg Close Range
Q4 2021
Shares 78,856 Value ($000) $4,155 Avg Close Range
Q3 2021
Shares 76,530 Value ($000) $3,496 Avg Close Range
Q2 2021
Shares 71,808 Value ($000) $3,288 Avg Close Range
Q1 2021
Shares 70,002 Value ($000) $2,876 Avg Close Range
Q4 2020
Shares 62,564 Value ($000) $2,376 Avg Close Range