SCHWAB STRATEGIC TR

Ticker: SCHX CUSIP: 808524201 Class: ETF

Modern Wealth Management, LLC's Holding History (CIK: 0002001900)

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

Q4 2025
Shares 2,000,358 Value ($000) $53,830 Avg Close — Range —
Q3 2025
Shares 1,815,186 Value ($000) $47,812 Avg Close — Range —
Q2 2025
Shares 55,354 Value ($000) $1,353 Avg Close — Range —
Q1 2025
Shares 56,880 Value ($000) $1,256 Avg Close — Range —