SCHWAB STRATEGIC TR

Ticker: SCHX CUSIP: 808524201 Class: ETF

BlackDiamond Wealth Management Inc.'s Holding History (CIK: 0001903059)

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

Q4 2025
Shares 26,014 Value ($000) $712 Avg Close — Range —
Q3 2025
Shares 25,376 Value ($000) $668 Avg Close — Range —
Q2 2025
Shares 26,168 Value ($000) $640 Avg Close — Range —
Q1 2025
Shares 26,979 Value ($000) $602 Avg Close — Range —
Q4 2024
Shares 29,213 Value ($000) $677 Avg Close — Range —
Q3 2024
Shares 27,317 Value ($000) $646 Avg Close — Range —
Q2 2024
Shares 9,371 Value ($000) $588 Avg Close — Range —
Q1 2024
Shares 9,642 Value ($000) $598 Avg Close — Range —
Q4 2023
Shares 6,663 Value ($000) $389 Avg Close — Range —
Q2 2023
Shares 12,167 Value ($000) $656 Avg Close — Range —
Q1 2023
Shares 5,851 Value ($000) $280 Avg Close — Range —
Q4 2022
Shares 14,914 Value ($000) $688 Avg Close — Range —
Q3 2022
Shares 5,263 Value ($000) $240 Avg Close — Range —
Q2 2022
Shares 7,339 Value ($000) $344 Avg Close — Range —