SCHWAB STRATEGIC TR

Ticker: SCHB CUSIP: 808524102 Class: ETF

GeoWealth Management, LLC's Holding History (CIK: 0001593387)

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

Q4 2025
Shares 116,770 Value ($000) $3,063 Avg Close — Range —
Q3 2025
Shares 100,043 Value ($000) $2,572 Avg Close — Range —
Q2 2025
Shares 99,655 Value ($000) $2,375 Avg Close — Range —
Q1 2025
Shares 86,140 Value ($000) $1,855 Avg Close — Range —
Q4 2024
Shares 95,565 Value ($000) $2,169 Avg Close — Range —
Q3 2024
Shares 5,178 Value ($000) $344 Avg Close — Range —
Q1 2024
Shares 15,962 Value ($000) $975 Avg Close — Range —
Q4 2023
Shares 6,200 Value ($000) $0 Avg Close — Range —