SCHWAB STRATEGIC TR

Ticker: SCHB CUSIP: 808524102 Class: ETF

Vestwell Advisors, LLC's Holding History (CIK: 0002081474)

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

Q4 2025
Shares 417,180 Value ($000) $10,943 Avg Close — Range —
Q3 2025
Shares 436,091 Value ($000) $11,212 Avg Close — Range —
Q2 2025
Shares 448,494 Value ($000) $10,688 Avg Close — Range —