SCHWAB STRATEGIC TR

Ticker: SCHB CUSIP: 808524102 Class: ETF

DIVERSIFY WEALTH MANAGEMENT, LLC's Holding History (CIK: 0002030780)

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

Q4 2025
Shares 39,344 Value ($000) $1,054 Avg Close — Range —
Q3 2025
Shares 39,670 Value ($000) $1,043 Avg Close — Range —
Q2 2025
Shares 39,311 Value ($000) $974 Avg Close — Range —
Q1 2025
Shares 41,860 Value ($000) $894 Avg Close — Range —
Q4 2024
Shares 46,216 Value ($000) $1,040 Avg Close — Range —
Q3 2024
Shares 50,950 Value ($000) $1,138 Avg Close — Range —
Q2 2024
Shares 19,558 Value ($000) $1,172 Avg Close — Range —