SCHWAB STRATEGIC TR

Ticker: SCHX CUSIP: 808524201 Class: ETF

Westmount Partners, LLC's Holding History (CIK: 0002051491)

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

Q4 2025
Shares 105,342 Value ($000) $2,835 Avg Close — Range —
Q3 2025
Shares 105,341 Value ($000) $2,785 Avg Close — Range —
Q2 2025
Shares 105,341 Value ($000) $2,575 Avg Close — Range —
Q1 2025
Shares 105,293 Value ($000) $2,325 Avg Close — Range —
Q4 2024
Shares 31,374 Value ($000) $727 Avg Close — Range —
Q3 2024
Shares 3,715 Value ($000) $252 Avg Close — Range —
Q2 2024
Shares 3,121 Value ($000) $201 Avg Close — Range —
Q1 2024
Shares 5,091 Value ($000) $316 Avg Close — Range —
Q4 2023
Shares 6,989 Value ($000) $394 Avg Close — Range —
Q3 2023
Shares 6,986 Value ($000) $353 Avg Close — Range —
Q2 2023
Shares 6,983 Value ($000) $366 Avg Close — Range —
Q1 2023
Shares 7,376 Value ($000) $357 Avg Close — Range —
Q4 2022
Shares 7,371 Value ($000) $333 Avg Close — Range —