SCHWAB STRATEGIC TR

Ticker: SCHX CUSIP: 808524201 Class: ETF

IAG Wealth Partners, LLC's Holding History (CIK: 0001827261)

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

Q4 2025
Shares 9,141 Value ($000) $246 Avg Close Range
Q3 2025
Shares 10,856 Value ($000) $286 Avg Close Range
Q2 2025
Shares 10,856 Value ($000) $265 Avg Close Range
Q1 2025
Shares 10,856 Value ($000) $240 Avg Close Range
Q4 2024
Shares 18,408 Value ($000) $427 Avg Close Range
Q3 2024
Shares 6,988 Value ($000) $474 Avg Close Range
Q2 2024
Shares 6,988 Value ($000) $449 Avg Close Range
Q1 2024
Shares 8,785 Value ($000) $545 Avg Close Range
Q4 2023
Shares 8,148 Value ($000) $460 Avg Close Range
Q3 2023
Shares 8,148 Value ($000) $412 Avg Close Range
Q2 2023
Shares 10,094 Value ($000) $529 Avg Close Range
Q1 2023
Shares 9,648 Value ($000) $467 Avg Close Range
Q4 2022
Shares 4,014 Value ($000) $181 Avg Close Range
Q3 2022
Shares 2,900 Value ($000) $123 Avg Close Range
Q2 2022
Shares 2,900 Value ($000) $130 Avg Close Range
Q1 2022
Shares 2,900 Value ($000) $156 Avg Close Range
Q4 2021
Shares 1,129 Value ($000) $129 Avg Close Range
Q3 2021
Shares 1,216 Value ($000) $127 Avg Close Range
Q2 2021
Shares 1,216 Value ($000) $127 Avg Close Range
Q1 2021
Shares 1,216 Value ($000) $117 Avg Close Range
Q4 2020
Shares 1,216 Value ($000) $111 Avg Close Range
Q3 2020
Shares 1,216 Value ($000) $99 Avg Close Range
Q2 2020
Shares 1,216 Value ($000) $91 Avg Close Range
Q1 2020
Shares 1,216 Value ($000) $75 Avg Close Range
Q4 2019
Shares 1,216 Value ($000) $94 Avg Close Range