SCHWAB STRATEGIC TR

Ticker: SCHB CUSIP: 808524102 Class: ETF

Institute for Wealth Management, LLC.'s Holding History (CIK: 0001533954)

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

Q4 2019
Shares 796 Value ($000) $61 Avg Close — Range —
Q4 2017
Shares 36,484 Value ($000) $2,355 Avg Close — Range —
Q4 2013
Shares 1 Value ($000) $0 Avg Close — Range —
Q2 2013
Shares 21 Value ($000) $1 Avg Close — Range —