SCHWAB STRATEGIC TR

Ticker: SCHX CUSIP: 808524201 Class: ETF

Rothschild Wealth LLC's Holding History (CIK: 0001811345)

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

Q4 2025
Shares 236,402 Value ($000) $6,362 Avg Close — Range —
Q3 2025
Shares 44,942 Value ($000) $1,184 Avg Close — Range —
Q2 2025
Shares 44,977 Value ($000) $1,099 Avg Close — Range —
Q1 2025
Shares 45,791 Value ($000) $1,011 Avg Close — Range —
Q4 2024
Shares 44,603 Value ($000) $1,034 Avg Close — Range —
Q3 2024
Shares 4,081 Value ($000) $276 Avg Close — Range —
Q2 2024
Shares 16,483 Value ($000) $1,059 Avg Close — Range —