SCHWAB STRATEGIC TR

Ticker: SCHX CUSIP: 808524201 Class: ETF

AssuredPartners Investment Advisors, LLC's Holding History (CIK: 0002055492)

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

Q4 2025
Shares 56,430 Value ($000) $1,519 Avg Close — Range —
Q3 2025
Shares 12,705 Value ($000) $335 Avg Close — Range —
Q2 2025
Shares 18,699 Value ($000) $457 Avg Close — Range —
Q1 2025
Shares 61,606 Value ($000) $1,360 Avg Close — Range —
Q4 2024
Shares 51,712 Value ($000) $1,199 Avg Close — Range —