SCHWAB STRATEGIC TR

Ticker: SCHB CUSIP: 808524102 Class: ETF

Marshall & Sterling Wealth Advisors Inc.'s Holding History (CIK: 0002056315)

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

Q4 2025
Shares 3,222 Value ($000) $85 Avg Close — Range —
Q3 2025
Shares 3,221 Value ($000) $83 Avg Close — Range —
Q2 2025
Shares 3,258 Value ($000) $78 Avg Close — Range —
Q1 2025
Shares 3,255 Value ($000) $70 Avg Close — Range —
Q4 2024
Shares 3,253 Value ($000) $74 Avg Close — Range —