SCHWAB STRATEGIC TR

Ticker: SCHX CUSIP: 808524201 Class: ETF

GeoWealth Management, LLC's Holding History (CIK: 0001593387)

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

Q4 2025
Shares 11,042 Value ($000) $297 Avg Close — Range —
Q3 2025
Shares 11,817 Value ($000) $311 Avg Close — Range —
Q2 2025
Shares 10,546 Value ($000) $258 Avg Close — Range —
Q1 2025
Shares 13,986 Value ($000) $309 Avg Close — Range —
Q4 2024
Shares 9,656 Value ($000) $224 Avg Close — Range —
Q3 2024
Shares 7 Value ($000) $0 Avg Close — Range —
Q1 2024
Shares 14,518 Value ($000) $901 Avg Close — Range —
Q3 2023
Shares 15,283 Value ($000) $1 Avg Close — Range —
Q3 2019
Shares 14,238 Value ($000) $1,010 Avg Close — Range —