SCHWAB STRATEGIC TR

Ticker: SCHB CUSIP: 808524102 Class: ETF

Waterford Advisors, LLC's Holding History (CIK: 0001960657)

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

Q4 2025
Shares 21,744 Value ($000) $570 Avg Close — Range —
Q3 2025
Shares 22,944 Value ($000) $590 Avg Close — Range —
Q2 2025
Shares 139,009 Value ($000) $547 Avg Close — Range —
Q1 2025
Shares 22,944 Value ($000) $494 Avg Close — Range —
Q4 2024
Shares 22,944 Value ($000) $521 Avg Close — Range —
Q3 2024
Shares 7,648 Value ($000) $509 Avg Close — Range —
Q2 2024
Shares 7,648 Value ($000) $481 Avg Close — Range —
Q1 2024
Shares 7,648 Value ($000) $467 Avg Close — Range —
Q4 2023
Shares 7,648 Value ($000) $426 Avg Close — Range —
Q3 2023
Shares 8,061 Value ($000) $402 Avg Close — Range —
Q2 2023
Shares 8,061 Value ($000) $0 Avg Close — Range —
Q1 2023
Shares 8,061 Value ($000) $0 Avg Close — Range —
Q4 2022
Shares 8,091 Value ($000) $0 Avg Close — Range —