SCHWAB STRATEGIC TR

Ticker: SCHX CUSIP: 808524201 Class: ETF

McGlone Suttner Wealth Management, Inc.'s Holding History (CIK: 0001964819)

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

Q4 2025
Shares 2,119,924 Value ($000) $57,047 Avg Close — Range —
Q3 2025
Shares 2,088,693 Value ($000) $55,016 Avg Close — Range —
Q2 2025
Shares 2,070,029 Value ($000) $50,592 Avg Close — Range —
Q1 2025
Shares 2,018,017 Value ($000) $44,558 Avg Close — Range —
Q4 2024
Shares 2,003,808 Value ($000) $46,448 Avg Close — Range —
Q3 2024
Shares 504,224 Value ($000) $34,212 Avg Close — Range —
Q2 2024
Shares 647,120 Value ($000) $36,498 Avg Close — Range —
Q1 2024
Shares 644,587 Value ($000) $40,003 Avg Close — Range —
Q4 2023
Shares 647,120 Value ($000) $36,498 Avg Close — Range —
Q3 2023
Shares 642,878 Value ($000) $32,530 Avg Close — Range —
Q2 2023
Shares 616,747 Value ($000) $32,299 Avg Close — Range —
Q1 2023
Shares 572,312 Value ($000) $27,682 Avg Close — Range —
Q4 2022
Shares 469,932 Value ($000) $21,217 Avg Close — Range —