SCHWAB STRATEGIC TR

Ticker: SCHX CUSIP: 808524201 Class: ETF

KINGSWOOD WEALTH ADVISORS, LLC's Holding History (CIK: 0001987855)

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

Q4 2025
Shares 23,064 Value ($000) $621 Avg Close — Range —
Q3 2025
Shares 25,412 Value ($000) $669 Avg Close — Range —
Q2 2025
Shares 21,726 Value ($000) $531 Avg Close — Range —
Q1 2025
Shares 21,124 Value ($000) $466 Avg Close — Range —
Q4 2024
Shares 27,164 Value ($000) $630 Avg Close — Range —
Q3 2024
Shares 7,362 Value ($000) $499 Avg Close — Range —
Q2 2024
Shares 5,989 Value ($000) $385 Avg Close — Range —
Q1 2024
Shares 5,033 Value ($000) $312 Avg Close — Range —
Q3 2023
Shares 8,374 Value ($000) $424 Avg Close — Range —