SCHWAB STRATEGIC TR

Ticker: SCHX CUSIP: 808524201 Class: ETF

Wedmont Private Capital's Holding History (CIK: 0001904274)

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

Q4 2025
Shares 128,614 Value ($000) $3,503 Avg Close Range
Q3 2025
Shares 146,963 Value ($000) $3,892 Avg Close Range
Q2 2025
Shares 112,700 Value ($000) $2,787 Avg Close Range
Q1 2025
Shares 112,167 Value ($000) $2,364 Avg Close Range
Q4 2024
Shares 30,815 Value ($000) $709 Avg Close Range
Q3 2024
Shares 10,268 Value ($000) $690 Avg Close Range
Q2 2024
Shares 47,620 Value ($000) $3,153 Avg Close Range
Q1 2024
Shares 47,161 Value ($000) $2,907 Avg Close Range
Q4 2023
Shares 46,442 Value ($000) $2,614 Avg Close Range
Q3 2023
Shares 9,796 Value ($000) $501 Avg Close Range