SCHWAB STRATEGIC TR

Ticker: SCHX CUSIP: 808524201 Class: ETF

Simplicity Wealth,LLC's Holding History (CIK: 0001913243)

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

Q4 2025
Shares 227,302 Value ($000) $6,117 Avg Close — Range —
Q3 2025
Shares 215,223 Value ($000) $5,669 Avg Close — Range —
Q2 2024
Shares 42,769 Value ($000) $2,748 Avg Close — Range —
Q1 2024
Shares 40,278 Value ($000) $2,500 Avg Close — Range —