SCHWAB STRATEGIC TR

Ticker: SCHX CUSIP: 808524201 Class: ETF

MBL Wealth, LLC's Holding History (CIK: 0001845785)

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

Q4 2025
Shares 288,900 Value ($000) $7,774 Avg Close — Range —
Q3 2025
Shares 288,845 Value ($000) $7,608 Avg Close — Range —
Q2 2025
Shares 285,400 Value ($000) $6,975 Avg Close — Range —
Q1 2025
Shares 285,400 Value ($000) $6,302 Avg Close — Range —
Q4 2024
Shares 285,850 Value ($000) $6,626 Avg Close — Range —
Q3 2024
Shares 95,230 Value ($000) $6,461 Avg Close — Range —
Q2 2024
Shares 97,230 Value ($000) $6,247 Avg Close — Range —
Q1 2024
Shares 100,630 Value ($000) $6,245 Avg Close — Range —
Q4 2023
Shares 98,130 Value ($000) $5,535 Avg Close — Range —
Q3 2023
Shares 101,130 Value ($000) $5,117 Avg Close — Range —
Q2 2023
Shares 103,166 Value ($000) $5,403 Avg Close — Range —
Q1 2023
Shares 104,466 Value ($000) $5,053 Avg Close — Range —
Q4 2022
Shares 113,008 Value ($000) $5 Avg Close — Range —
Q3 2022
Shares 104,593 Value ($000) $4 Avg Close — Range —
Q2 2022
Shares 58,130 Value ($000) $3 Avg Close — Range —
Q1 2022
Shares 32,530 Value ($000) $1,752 Avg Close — Range —
Q3 2021
Shares 24,090 Value ($000) $2,506 Avg Close — Range —
Q1 2021
Shares 25,465 Value ($000) $2,445 Avg Close — Range —
Q4 2020
Shares 25,290 Value ($000) $2,300 Avg Close — Range —