SCHWAB STRATEGIC TR

Ticker: SCHX CUSIP: 808524201 Class: ETF

Keystone Wealth Services, LLC's Holding History (CIK: 0001866189)

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

Q4 2025
Shares 37,218 Value ($000) $1,002 Avg Close Range
Q3 2025
Shares 34,465 Value ($000) $908 Avg Close Range
Q2 2025
Shares 34,944 Value ($000) $854 Avg Close Range
Q1 2025
Shares 34,900 Value ($000) $771 Avg Close Range
Q4 2024
Shares 34,854 Value ($000) $808 Avg Close Range
Q3 2024
Shares 11,602 Value ($000) $787 Avg Close Range
Q2 2024
Shares 11,571 Value ($000) $743 Avg Close Range
Q1 2024
Shares 11,523 Value ($000) $715 Avg Close Range
Q4 2023
Shares 11,598 Value ($000) $654 Avg Close Range
Q3 2023
Shares 11,778 Value ($000) $596 Avg Close Range
Q2 2023
Shares 12,259 Value ($000) $642 Avg Close Range
Q1 2023
Shares 12,335 Value ($000) $597 Avg Close Range
Q4 2022
Shares 12,979 Value ($000) $586 Avg Close Range
Q3 2022
Shares 12,957 Value ($000) $549 Avg Close Range
Q2 2022
Shares 13,121 Value ($000) $586 Avg Close Range
Q1 2022
Shares 23,071 Value ($000) $1,242 Avg Close Range
Q4 2021
Shares 12,433 Value ($000) $1,415 Avg Close Range