SCHWAB STRATEGIC TR

Ticker: SCHX CUSIP: 808524201 Class: ETF

CM WEALTH ADVISORS LLC's Holding History (CIK: 0001764581)

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

Q4 2025
Shares 32,538 Value ($000) $876 Avg Close — Range —
Q3 2025
Shares 32,538 Value ($000) $857 Avg Close — Range —
Q2 2025
Shares 32,538 Value ($000) $795 Avg Close — Range —
Q1 2025
Shares 32,124 Value ($000) $709 Avg Close — Range —
Q4 2024
Shares 32,124 Value ($000) $745 Avg Close — Range —
Q3 2024
Shares 10,708 Value ($000) $727 Avg Close — Range —
Q2 2024
Shares 10,708 Value ($000) $690 Avg Close — Range —
Q1 2024
Shares 11,239 Value ($000) $689 Avg Close — Range —
Q4 2023
Shares 10,708 Value ($000) $604 Avg Close — Range —
Q3 2023
Shares 10,708 Value ($000) $568 Avg Close — Range —
Q2 2023
Shares 11,233 Value ($000) $607 Avg Close — Range —
Q1 2023
Shares 11,231 Value ($000) $1 Avg Close — Range —
Q4 2022
Shares 10,708 Value ($000) $483 Avg Close — Range —
Q3 2022
Shares 10,708 Value ($000) $453 Avg Close — Range —
Q2 2022
Shares 10,708 Value ($000) $478 Avg Close — Range —