SCHWAB STRATEGIC TR

Ticker: SCHX CUSIP: 808524201 Class: ETF

BURLING WEALTH PARTNERS, LLC's Holding History (CIK: 0002054946)

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

Q4 2025
Shares 12,255 Value ($000) $330 Avg Close — Range —
Q3 2025
Shares 12,054 Value ($000) $318 Avg Close — Range —
Q2 2025
Shares 12,054 Value ($000) $295 Avg Close — Range —
Q1 2025
Shares 11,988 Value ($000) $265 Avg Close — Range —
Q4 2024
Shares 11,988 Value ($000) $278 Avg Close — Range —