SCHWAB STRATEGIC TR

Ticker: SCHX CUSIP: 808524201 Class: ETF

Spire Wealth Management's Holding History (CIK: 0001858740)

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

Q4 2025
Shares 33,515 Value ($000) $902 Avg Close — Range —
Q3 2025
Shares 30,587 Value ($000) $806 Avg Close — Range —
Q2 2025
Shares 30,575 Value ($000) $747 Avg Close — Range —
Q1 2025
Shares 51,245 Value ($000) $1,131 Avg Close — Range —
Q4 2024
Shares 37,586 Value ($000) $871 Avg Close — Range —
Q3 2024
Shares 11,972 Value ($000) $812 Avg Close — Range —
Q2 2024
Shares 12,952 Value ($000) $832 Avg Close — Range —
Q1 2024
Shares 34,610 Value ($000) $2,148 Avg Close — Range —
Q4 2023
Shares 32,785 Value ($000) $1,875 Avg Close — Range —
Q3 2023
Shares 35,044 Value ($000) $1,773 Avg Close — Range —
Q2 2023
Shares 36,392 Value ($000) $1,906 Avg Close — Range —
Q1 2023
Shares 38,029 Value ($000) $1,839 Avg Close — Range —
Q4 2022
Shares 5,372 Value ($000) $0 Avg Close — Range —
Q3 2022
Shares 5,344 Value ($000) $226 Avg Close — Range —
Q2 2022
Shares 18,272 Value ($000) $816 Avg Close — Range —
Q1 2022
Shares 77,443 Value ($000) $4,170 Avg Close — Range —
Q4 2021
Shares 30,146 Value ($000) $3,431 Avg Close — Range —
Q3 2021
Shares 32,275 Value ($000) $3,358 Avg Close — Range —
Q2 2021
Shares 34,595 Value ($000) $3,597 Avg Close — Range —
Q1 2021
Shares 94,829 Value ($000) $9,106 Avg Close — Range —