SCHWAB STRATEGIC TR

Ticker: SCHX CUSIP: 808524201 Class: ETF

WealthShield Partners, LLC's Holding History (CIK: 0001729303)

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

Q4 2025
Shares 110,022 Value ($000) $2,966 Avg Close Range
Q3 2025
Shares 110,980 Value ($000) $2,923 Avg Close Range
Q2 2025
Shares 111,557 Value ($000) $2,726 Avg Close Range
Q1 2025
Shares 118,866 Value ($000) $2,625 Avg Close Range
Q4 2024
Shares 118,438 Value ($000) $2,745 Avg Close Range
Q3 2024
Shares 40,160 Value ($000) $2,725 Avg Close Range
Q2 2024
Shares 40,104 Value ($000) $2,585 Avg Close Range
Q1 2024
Shares 39,021 Value ($000) $2,422 Avg Close Range
Q4 2023
Shares 37,507 Value ($000) $2,115 Avg Close Range
Q3 2023
Shares 37,466 Value ($000) $1,896 Avg Close Range
Q2 2023
Shares 37,117 Value ($000) $1,944 Avg Close Range
Q1 2023
Shares 34,963 Value ($000) $1,691 Avg Close Range
Q4 2022
Shares 33,556 Value ($000) $1,515 Avg Close Range
Q3 2022
Shares 27,852 Value ($000) $1,180 Avg Close Range
Q2 2022
Shares 26,753 Value ($000) $1,195 Avg Close Range
Q1 2022
Shares 25,549 Value ($000) $1,376 Avg Close Range
Q2 2021
Shares 6,707 Value ($000) $697 Avg Close Range
Q1 2021
Shares 5,912 Value ($000) $568 Avg Close Range
Q4 2020
Shares 7,536 Value ($000) $685 Avg Close Range
Q3 2020
Shares 24 Value ($000) $2 Avg Close Range