SCHWAB STRATEGIC TR

Ticker: SCHX CUSIP: 808524201 Class: ETF

BIP Wealth, LLC's Holding History (CIK: 0001590214)

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

Q4 2025
Shares 15,172 Value ($000) $408 Avg Close — Range —
Q3 2025
Shares 12,914 Value ($000) $340 Avg Close — Range —
Q2 2025
Shares 12,873 Value ($000) $315 Avg Close — Range —
Q1 2025
Shares 15,060 Value ($000) $333 Avg Close — Range —
Q4 2024
Shares 15,060 Value ($000) $349 Avg Close — Range —