SCHWAB STRATEGIC TR

Ticker: SCHX CUSIP: 808524201 Class: ETF

UP STRATEGIC WEALTH INVESTMENT ADVISORS LLC's Holding History (CIK: 0002011649)

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

Q4 2025
Shares 718,663 Value ($000) $19,576 Avg Close — Range —
Q3 2025
Shares 679,208 Value ($000) $17,897 Avg Close — Range —
Q2 2025
Shares 644,696 Value ($000) $15,756 Avg Close — Range —
Q1 2025
Shares 564,364 Value ($000) $12,461 Avg Close — Range —
Q4 2024
Shares 405,095 Value ($000) $9,390 Avg Close — Range —
Q3 2024
Shares 134,909 Value ($000) $9,154 Avg Close — Range —
Q2 2024
Shares 129,522 Value ($000) $8,322 Avg Close — Range —
Q1 2024
Shares 115,316 Value ($000) $7,156 Avg Close — Range —
Q4 2023
Shares 106,177 Value ($000) $5,988 Avg Close — Range —