SCHWAB STRATEGIC TR

Ticker: SCHB CUSIP: 808524102 Class: ETF

Socha Financial Group, LLC's Holding History (CIK: 0001967966)

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

Q4 2025
Shares 799,561 Value ($000) $20,972 Avg Close — Range —
Q3 2025
Shares 908,756 Value ($000) $23,364 Avg Close — Range —
Q2 2025
Shares 931,488 Value ($000) $22,197 Avg Close — Range —
Q1 2025
Shares 3,203,113 Value ($000) $68,963 Avg Close — Range —
Q4 2024
Shares 3,100,980 Value ($000) $70,392 Avg Close — Range —
Q3 2024
Shares 1,032,598 Value ($000) $68,688 Avg Close — Range —
Q2 2024
Shares 1,011,590 Value ($000) $63,599 Avg Close — Range —
Q1 2024
Shares 992,599 Value ($000) $60,598 Avg Close — Range —
Q4 2023
Shares 990,003 Value ($000) $55,113 Avg Close — Range —
Q3 2023
Shares 995,743 Value ($000) $49,638 Avg Close — Range —
Q2 2023
Shares 949,349 Value ($000) $49,081 Avg Close — Range —
Q1 2023
Shares 906,165 Value ($000) $43,360 Avg Close — Range —
Q4 2022
Shares 899,955 Value ($000) $40,327 Avg Close — Range —
Q3 2022
Shares 877,671 Value ($000) $36,853 Avg Close — Range —
Q2 2022
Shares 866,893 Value ($000) $38,308 Avg Close — Range —
Q1 2022
Shares 872,523 Value ($000) $46,584 Avg Close — Range —
Q4 2021
Shares 437,907 Value ($000) $49,488 Avg Close — Range —