SCHWAB STRATEGIC TR

Ticker: SCHX CUSIP: 808524201 Class: ETF

Wealth Group Ltd's Holding History (CIK: 0002010748)

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

Q4 2025
Shares 131,666 Value ($000) $3,543 Avg Close — Range —
Q3 2025
Shares 131,124 Value ($000) $3,454 Avg Close — Range —
Q2 2025
Shares 131,390 Value ($000) $3,211 Avg Close — Range —
Q1 2025
Shares 116,133 Value ($000) $2,564 Avg Close — Range —
Q4 2024
Shares 117,263 Value ($000) $2,718 Avg Close — Range —
Q3 2024
Shares 39,335 Value ($000) $2,669 Avg Close — Range —
Q2 2024
Shares 39,576 Value ($000) $2,543 Avg Close — Range —
Q1 2024
Shares 39,578 Value ($000) $2,317 Avg Close — Range —
Q4 2023
Shares 39,578 Value ($000) $2,317 Avg Close — Range —