SCHWAB STRATEGIC TR

Ticker: SCHB CUSIP: 808524102 Class: ETF

Naviter Wealth, LLC's Holding History (CIK: 0001855567)

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

Q4 2025
Shares 21,696 Value ($000) $569 Avg Close — Range —
Q3 2025
Shares 21,696 Value ($000) $558 Avg Close — Range —
Q2 2025
Shares 21,696 Value ($000) $517 Avg Close — Range —
Q1 2025
Shares 21,696 Value ($000) $467 Avg Close — Range —
Q4 2024
Shares 21,696 Value ($000) $492 Avg Close — Range —
Q3 2024
Shares 7,232 Value ($000) $481 Avg Close — Range —
Q2 2024
Shares 7,232 Value ($000) $456 Avg Close — Range —