SCHWAB STRATEGIC TR

Ticker: SCHB CUSIP: 808524102 Class: ETF

Spire Wealth Management's Holding History (CIK: 0001858740)

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

Q4 2025
Shares 9,706 Value ($000) $255 Avg Close — Range —
Q3 2025
Shares 9,343 Value ($000) $240 Avg Close — Range —
Q2 2025
Shares 9,333 Value ($000) $222 Avg Close — Range —
Q1 2025
Shares 26,471 Value ($000) $570 Avg Close — Range —
Q4 2024
Shares 29,627 Value ($000) $673 Avg Close — Range —
Q3 2024
Shares 9,307 Value ($000) $619 Avg Close — Range —
Q2 2024
Shares 9,619 Value ($000) $605 Avg Close — Range —
Q1 2024
Shares 14,156 Value ($000) $864 Avg Close — Range —
Q4 2023
Shares 14,151 Value ($000) $795 Avg Close — Range —
Q3 2023
Shares 14,612 Value ($000) $728 Avg Close — Range —
Q2 2023
Shares 14,482 Value ($000) $749 Avg Close — Range —
Q1 2023
Shares 14,478 Value ($000) $693 Avg Close — Range —
Q4 2022
Shares 4,893 Value ($000) $0 Avg Close — Range —
Q3 2022
Shares 4,892 Value ($000) $205 Avg Close — Range —
Q2 2022
Shares 10,770 Value ($000) $476 Avg Close — Range —
Q1 2022
Shares 16,878 Value ($000) $901 Avg Close — Range —
Q4 2021
Shares 11,022 Value ($000) $1,246 Avg Close — Range —
Q3 2021
Shares 14,253 Value ($000) $1,480 Avg Close — Range —
Q2 2021
Shares 13,798 Value ($000) $1,439 Avg Close — Range —
Q1 2021
Shares 15,173 Value ($000) $1,462 Avg Close — Range —