SCHWAB STRATEGIC TR

Ticker: SCHX CUSIP: 808524201 Class: ETF

RMR Wealth Builders's Holding History (CIK: 0001803848)

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

Q4 2025
Shares 165,014 Value ($000) $4,441 Avg Close — Range —
Q3 2025
Shares 164,656 Value ($000) $4,337 Avg Close — Range —
Q2 2025
Shares 167,965 Value ($000) $4,105 Avg Close — Range —
Q1 2025
Shares 154,826 Value ($000) $3,419 Avg Close — Range —
Q4 2024
Shares 150,851 Value ($000) $3,497 Avg Close — Range —
Q3 2024
Shares 9,382 Value ($000) $637 Avg Close — Range —
Q1 2022
Shares 4,429 Value ($000) $239 Avg Close — Range —
Q1 2021
Shares 873 Value ($000) $84 Avg Close — Range —