SCHWAB STRATEGIC TR

Ticker: SCHX CUSIP: 808524201 Class: ETF

Westshore Wealth, LLC's Holding History (CIK: 0001806366)

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

Q4 2025
Shares 13,953 Value ($000) $375 Avg Close — Range —
Q3 2025
Shares 13,911 Value ($000) $366 Avg Close — Range —
Q2 2025
Shares 14,782 Value ($000) $361 Avg Close — Range —
Q1 2025
Shares 14,739 Value ($000) $325 Avg Close — Range —
Q4 2024
Shares 14,693 Value ($000) $341 Avg Close — Range —
Q3 2024
Shares 4,882 Value ($000) $331 Avg Close — Range —
Q2 2024
Shares 4,852 Value ($000) $312 Avg Close — Range —
Q1 2024
Shares 4,852 Value ($000) $301 Avg Close — Range —
Q4 2023
Shares 4,836 Value ($000) $273 Avg Close — Range —
Q3 2023
Shares 4,816 Value ($000) $244 Avg Close — Range —
Q2 2023
Shares 4,798 Value ($000) $251 Avg Close — Range —
Q1 2023
Shares 4,781 Value ($000) $231 Avg Close — Range —
Q4 2022
Shares 4,762 Value ($000) $215 Avg Close — Range —
Q3 2022
Shares 4,741 Value ($000) $201 Avg Close — Range —
Q2 2022
Shares 4,721 Value ($000) $211 Avg Close — Range —
Q1 2022
Shares 4,702 Value ($000) $253 Avg Close — Range —
Q4 2021
Shares 2,344 Value ($000) $267 Avg Close — Range —