SCHWAB STRATEGIC TR

Ticker: SCHX CUSIP: 808524201 Class: ETF

Carmel Capital Partners, LLC's Holding History (CIK: 0001900481)

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

Q4 2025
Shares 19,703 Value ($000) $530 Avg Close — Range —
Q3 2025
Shares 19,360 Value ($000) $510 Avg Close — Range —
Q2 2025
Shares 18,010 Value ($000) $440 Avg Close — Range —
Q1 2025
Shares 18,010 Value ($000) $398 Avg Close — Range —
Q4 2024
Shares 18,030 Value ($000) $418 Avg Close — Range —
Q3 2024
Shares 6,010 Value ($000) $408 Avg Close — Range —
Q2 2024
Shares 5,860 Value ($000) $377 Avg Close — Range —
Q1 2024
Shares 5,860 Value ($000) $364 Avg Close — Range —
Q4 2023
Shares 5,960 Value ($000) $336 Avg Close — Range —
Q3 2023
Shares 5,960 Value ($000) $302 Avg Close — Range —
Q2 2023
Shares 7,585 Value ($000) $397 Avg Close — Range —
Q1 2023
Shares 7,277 Value ($000) $352 Avg Close — Range —
Q4 2022
Shares 7,277 Value ($000) $329 Avg Close — Range —