SCHWAB STRATEGIC TR

Ticker: SCHB CUSIP: 808524102 Class: ETF

Westmount Partners, LLC's Holding History (CIK: 0002051491)

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

Q4 2025
Shares 32,834 Value ($000) $861 Avg Close — Range —
Q3 2025
Shares 32,802 Value ($000) $846 Avg Close — Range —
Q2 2025
Shares 33,315 Value ($000) $794 Avg Close — Range —
Q1 2025
Shares 34,071 Value ($000) $734 Avg Close — Range —
Q4 2024
Shares 33,975 Value ($000) $771 Avg Close — Range —
Q3 2024
Shares 11,299 Value ($000) $752 Avg Close — Range —
Q2 2024
Shares 11,260 Value ($000) $709 Avg Close — Range —
Q1 2024
Shares 11,135 Value ($000) $680 Avg Close — Range —
Q4 2023
Shares 10,623 Value ($000) $591 Avg Close — Range —
Q3 2023
Shares 10,190 Value ($000) $508 Avg Close — Range —
Q2 2023
Shares 10,078 Value ($000) $521 Avg Close — Range —
Q1 2023
Shares 9,804 Value ($000) $469 Avg Close — Range —
Q4 2022
Shares 9,779 Value ($000) $438 Avg Close — Range —