SCHWAB STRATEGIC TR

Ticker: SCHX CUSIP: 808524201 Class: ETF

Milestone Asset Management Group, LLC's Holding History (CIK: 0002063452)

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

Q4 2025
Shares 141,270 Value ($000) $3,802 Avg Close — Range —
Q3 2025
Shares 130,185 Value ($000) $3,429 Avg Close — Range —
Q2 2025
Shares 128,125 Value ($000) $3,131 Avg Close — Range —
Q1 2025
Shares 127,815 Value ($000) $2,822 Avg Close — Range —
Q4 2024
Shares 132,153 Value ($000) $3,063 Avg Close — Range —