SCHWAB STRATEGIC TR

Ticker: SCHX CUSIP: 808524201 Class: ETF

National Wealth Management Group, LLC's Holding History (CIK: 0001977723)

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

Q4 2025
Shares 35,504 Value ($000) $955 Avg Close — Range —
Q3 2025
Shares 36,073 Value ($000) $950 Avg Close — Range —
Q2 2025
Shares 30,197 Value ($000) $738 Avg Close — Range —
Q1 2025
Shares 22,046 Value ($000) $487 Avg Close — Range —
Q4 2024
Shares 17,896 Value ($000) $415 Avg Close — Range —
Q3 2024
Shares 4,405 Value ($000) $299 Avg Close — Range —