SCHWAB STRATEGIC TR

Ticker: SCHC CUSIP: 808524888 Class: ETF

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

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

Q4 2025
Shares 15,105 Value ($000) $688 Avg Close — Range —
Q3 2025
Shares 15,455 Value ($000) $703 Avg Close — Range —
Q2 2025
Shares 17,399 Value ($000) $741 Avg Close — Range —
Q1 2025
Shares 18,593 Value ($000) $667 Avg Close — Range —
Q4 2024
Shares 19,218 Value ($000) $660 Avg Close — Range —
Q3 2024
Shares 19,233 Value ($000) $741 Avg Close — Range —
Q2 2024
Shares 20,047 Value ($000) $713 Avg Close — Range —
Q1 2024
Shares 20,103 Value ($000) $720 Avg Close — Range —
Q4 2023
Shares 21,238 Value ($000) $741 Avg Close — Range —
Q3 2023
Shares 51,151 Value ($000) $1,650 Avg Close — Range —
Q2 2023
Shares 211,271 Value ($000) $7,135 Avg Close — Range —
Q1 2023
Shares 210,602 Value ($000) $7,099 Avg Close — Range —
Q4 2022
Shares 208,430 Value ($000) $6,559 Avg Close — Range —
Q3 2022
Shares 210,955 Value ($000) $5,854 Avg Close — Range —
Q2 2022
Shares 203,546 Value ($000) $6,357 Avg Close — Range —
Q1 2022
Shares 202,407 Value ($000) $7,685 Avg Close — Range —
Q4 2021
Shares 199,919 Value ($000) $8,183 Avg Close — Range —
Q3 2021
Shares 200,568 Value ($000) $8,328 Avg Close — Range —
Q2 2021
Shares 200,525 Value ($000) $8,342 Avg Close — Range —
Q1 2021
Shares 202,836 Value ($000) $7,996 Avg Close — Range —
Q4 2020
Shares 206,712 Value ($000) $7,783 Avg Close — Range —
Q3 2020
Shares 201,043 Value ($000) $6,540 Avg Close — Range —
Q2 2020
Shares 201,790 Value ($000) $5,967 Avg Close — Range —
Q1 2020
Shares 211,346 Value ($000) $5,157 Avg Close — Range —
Q4 2019
Shares 199,949 Value ($000) $6,928 Avg Close — Range —
Q3 2019
Shares 200,087 Value ($000) $6,363 Avg Close — Range —
Q2 2019
Shares 199,880 Value ($000) $6,524 Avg Close — Range —
Q1 2019
Shares 202,785 Value ($000) $6,540 Avg Close — Range —
Q4 2018
Shares 199,095 Value ($000) $5,794 Avg Close — Range —
Q3 2018
Shares 201,769 Value ($000) $7,195 Avg Close — Range —
Q2 2018
Shares 203,014 Value ($000) $7,323 Avg Close — Range —
Q1 2018
Shares 201,053 Value ($000) $7,340 Avg Close — Range —
Q4 2017
Shares 268,087 Value ($000) $9,820 Avg Close — Range —
Q3 2017
Shares 265,298 Value ($000) $9,503 Avg Close — Range —
Q2 2017
Shares 260,069 Value ($000) $8,746 Avg Close — Range —
Q1 2017
Shares 258,386 Value ($000) $8,095 Avg Close — Range —
Q4 2016
Shares 244,336 Value ($000) $7,110 Avg Close — Range —