SCHWAB STRATEGIC TR

Ticker: SCHX CUSIP: 808524201 Class: ETF

Bernardo Wealth Planning LLC's Holding History (CIK: 0001765595)

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

Q4 2025
Shares 32,015 Value ($000) $862 Avg Close — Range —
Q3 2025
Shares 31,725 Value ($000) $836 Avg Close — Range —
Q2 2025
Shares 31,661 Value ($000) $1 Avg Close — Range —