SCHWAB STRATEGIC TR

Ticker: SCHB CUSIP: 808524102 Class: ETF

Thrive Wealth Management, LLC's Holding History (CIK: 0001847610)

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

Q4 2025
Shares 143,272 Value ($000) $3,758 Avg Close — Range —
Q3 2025
Shares 127,295 Value ($000) $3,273 Avg Close — Range —
Q2 2025
Shares 121,310 Value ($000) $2,891 Avg Close — Range —
Q1 2025
Shares 103,320 Value ($000) $2,224 Avg Close — Range —
Q4 2024
Shares 84,125 Value ($000) $1,910 Avg Close — Range —
Q3 2024
Shares 26,730 Value ($000) $1,778 Avg Close — Range —
Q2 2024
Shares 25,903 Value ($000) $1,629 Avg Close — Range —
Q1 2024
Shares 21,669 Value ($000) $1,323 Avg Close — Range —
Q4 2023
Shares 18,430 Value ($000) $1,026 Avg Close — Range —
Q3 2023
Shares 16,918 Value ($000) $843 Avg Close — Range —
Q2 2023
Shares 15,032 Value ($000) $777 Avg Close — Range —
Q1 2023
Shares 15,427 Value ($000) $738 Avg Close — Range —
Q4 2022
Shares 15,469 Value ($000) $693 Avg Close — Range —
Q3 2022
Shares 16,755 Value ($000) $704 Avg Close — Range —
Q2 2022
Shares 14,849 Value ($000) $656 Avg Close — Range —
Q1 2022
Shares 10,733 Value ($000) $573 Avg Close — Range —
Q4 2021
Shares 4,214 Value ($000) $476 Avg Close — Range —