SCHWAB STRATEGIC TR

Ticker: SCHX CUSIP: 808524201 Class: ETF

Smallwood Wealth Investment Management, LLC's Holding History (CIK: 0001921304)

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

Q4 2025
Shares 2,174 Value ($000) $59 Avg Close — Range —
Q3 2025
Shares 2,180 Value ($000) $57 Avg Close — Range —
Q2 2025
Shares 1,859 Value ($000) $45 Avg Close — Range —
Q1 2025
Shares 1,859 Value ($000) $41 Avg Close — Range —