SCHWAB STRATEGIC TR

Ticker: SCHX CUSIP: 808524201 Class: ETF

SHAKESPEARE WEALTH MANAGEMENT, INC.'s Holding History (CIK: 0001658509)

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

Q4 2025
Shares 11,830 Value ($000) $318 Avg Close — Range —
Q3 2025
Shares 11,829 Value ($000) $312 Avg Close — Range —
Q2 2025
Shares 16,694 Value ($000) $408 Avg Close — Range —