SCHWAB STRATEGIC TR

Ticker: SCHX CUSIP: 808524201 Class: ETF

LEGACY FINANCIAL GROUP, INC.'s Holding History (CIK: 0001965579)

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

Q4 2025
Shares 245,696 Value ($000) $6,612 Avg Close — Range —
Q3 2025
Shares 247,863 Value ($000) $6,529 Avg Close — Range —
Q2 2025
Shares 257,657 Value ($000) $6,297 Avg Close — Range —
Q1 2025
Shares 263,806 Value ($000) $5,825 Avg Close — Range —
Q4 2024
Shares 273,021 Value ($000) $6,329 Avg Close — Range —
Q3 2024
Shares 275,260 Value ($000) $6,177 Avg Close — Range —
Q2 2024
Shares 94,897 Value ($000) $6,097 Avg Close — Range —
Q1 2024
Shares 97,812 Value ($000) $6,070 Avg Close — Range —
Q4 2023
Shares 104,163 Value ($000) $5,875 Avg Close — Range —
Q3 2023
Shares 106,734 Value ($000) $5,401 Avg Close — Range —
Q2 2023
Shares 113,202 Value ($000) $5,928 Avg Close — Range —
Q1 2023
Shares 116,930 Value ($000) $5,656 Avg Close — Range —
Q4 2022
Shares 119,358 Value ($000) $5,389 Avg Close — Range —