SCHWAB STRATEGIC TR

Ticker: SCHB CUSIP: 808524102 Class: ETF

KINGSWOOD WEALTH ADVISORS, LLC's Holding History (CIK: 0001987855)

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

Q4 2025
Shares 72,016 Value ($000) $1,889 Avg Close — Range —
Q3 2025
Shares 70,637 Value ($000) $1,816 Avg Close — Range —
Q2 2025
Shares 75,530 Value ($000) $1,800 Avg Close — Range —
Q1 2025
Shares 75,253 Value ($000) $1,620 Avg Close — Range —
Q4 2024
Shares 101,035 Value ($000) $2,294 Avg Close — Range —
Q3 2024
Shares 24,413 Value ($000) $1,624 Avg Close — Range —
Q2 2024
Shares 19,375 Value ($000) $1,218 Avg Close — Range —
Q1 2024
Shares 19,969 Value ($000) $1,219 Avg Close — Range —
Q4 2023
Shares 17,828 Value ($000) $992 Avg Close — Range —
Q3 2023
Shares 13,954 Value ($000) $696 Avg Close — Range —