SCHWAB STRATEGIC TR

Ticker: SCHX CUSIP: 808524201 Class: ETF

LIBERTY WEALTH MANAGEMENT LLC's Holding History (CIK: 0001769302)

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

Q4 2025
Shares 18,271 Value ($000) $491 Avg Close — Range —
Q4 2024
Shares 15,873 Value ($000) $396 Avg Close — Range —
Q1 2023
Shares 95,570 Value ($000) $4,518 Avg Close — Range —
Q3 2021
Shares 3,594 Value ($000) $374 Avg Close — Range —
Q2 2021
Shares 11 Value ($000) $1 Avg Close — Range —
Q2 2020
Shares 134 Value ($000) $10 Avg Close — Range —