SCHWAB STRATEGIC TR

Ticker: SCHB CUSIP: 808524102 Class: ETF

Global Wealth Management, LLC's Holding History (CIK: 0002039738)

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

Q4 2025
Shares 878,601 Value ($000) $23,046 Avg Close — Range —
Q3 2025
Shares 954,007 Value ($000) $24,528 Avg Close — Range —
Q2 2025
Shares 997,934 Value ($000) $24,080 Avg Close — Range —
Q1 2025
Shares 1,050,807 Value ($000) $22,624 Avg Close — Range —
Q4 2024
Shares 1,058,243 Value ($000) $24,022 Avg Close — Range —
Q3 2024
Shares 352,617 Value ($000) $23,456 Avg Close — Range —