SCHWAB STRATEGIC TR

Ticker: SCHB CUSIP: 808524102 Class: ETF

Lakeridge Wealth Management LLC's Holding History (CIK: 0002012028)

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

Q4 2025
Shares 18,636 Value ($000) $489 Avg Close — Range —
Q3 2025
Shares 18,621 Value ($000) $479 Avg Close — Range —
Q2 2025
Shares 18,672 Value ($000) $445 Avg Close — Range —
Q1 2025
Shares 20,402 Value ($000) $439 Avg Close — Range —
Q4 2024
Shares 20,691 Value ($000) $470 Avg Close — Range —
Q3 2024
Shares 6,897 Value ($000) $459 Avg Close — Range —
Q2 2024
Shares 6,913 Value ($000) $435 Avg Close — Range —
Q1 2024
Shares 7,480 Value ($000) $457 Avg Close — Range —
Q4 2023
Shares 7,612 Value ($000) $424 Avg Close — Range —