SCHWAB STRATEGIC TR

Ticker: SCHB CUSIP: 808524102 Class: ETF

BIP Wealth, LLC's Holding History (CIK: 0001590214)

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

Q4 2025
Shares 25,428 Value ($000) $667 Avg Close — Range —
Q3 2025
Shares 13,664 Value ($000) $351 Avg Close — Range —
Q2 2025
Shares 13,661 Value ($000) $326 Avg Close — Range —
Q1 2025
Shares 13,659 Value ($000) $294 Avg Close — Range —
Q4 2024
Shares 12,797 Value ($000) $290 Avg Close — Range —
Q3 2024
Shares 4,265 Value ($000) $284 Avg Close — Range —
Q2 2024
Shares 4,245 Value ($000) $267 Avg Close — Range —
Q1 2024
Shares 4,331 Value ($000) $264 Avg Close — Range —
Q4 2023
Shares 4,233 Value ($000) $236 Avg Close — Range —
Q3 2023
Shares 4,167 Value ($000) $208 Avg Close — Range —