SCHWAB STRATEGIC TR

Ticker: SCHG CUSIP: 808524300 Class: ETF

Institute for Wealth Management, LLC.'s Holding History (CIK: 0001533954)

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

Q4 2025
Shares 229,865 Value ($000) $7,498 Avg Close — Range —
Q3 2025
Shares 230,881 Value ($000) $7,367 Avg Close — Range —
Q2 2025
Shares 239,701 Value ($000) $7,002 Avg Close — Range —
Q1 2025
Shares 241,612 Value ($000) $6,050 Avg Close — Range —
Q4 2024
Shares 243,556 Value ($000) $6,788 Avg Close — Range —
Q3 2024
Shares 62,626 Value ($000) $6,524 Avg Close — Range —
Q2 2024
Shares 62,576 Value ($000) $6,310 Avg Close — Range —
Q1 2024
Shares 62,874 Value ($000) $5,830 Avg Close — Range —
Q4 2023
Shares 63,679 Value ($000) $5,283 Avg Close — Range —
Q3 2023
Shares 66,073 Value ($000) $4,805 Avg Close — Range —
Q2 2023
Shares 66,411 Value ($000) $4,978 Avg Close — Range —
Q1 2023
Shares 66,440 Value ($000) $4,330 Avg Close — Range —
Q4 2022
Shares 67,553 Value ($000) $3,753 Avg Close — Range —
Q3 2022
Shares 68,679 Value ($000) $3,833 Avg Close — Range —
Q2 2022
Shares 69,236 Value ($000) $4,015 Avg Close — Range —
Q1 2022
Shares 70,361 Value ($000) $5,264 Avg Close — Range —
Q4 2021
Shares 35,798 Value ($000) $5,862 Avg Close — Range —
Q3 2021
Shares 35,982 Value ($000) $5,329 Avg Close — Range —
Q2 2021
Shares 36,364 Value ($000) $5,308 Avg Close — Range —
Q1 2021
Shares 36,481 Value ($000) $4,735 Avg Close — Range —
Q4 2020
Shares 36,890 Value ($000) $4,737 Avg Close — Range —
Q3 2020
Shares 36,235 Value ($000) $4,173 Avg Close — Range —
Q2 2020
Shares 36,218 Value ($000) $3,678 Avg Close — Range —
Q1 2020
Shares 36,116 Value ($000) $2,877 Avg Close — Range —
Q4 2019
Shares 36,133 Value ($000) $3,357 Avg Close — Range —
Q3 2019
Shares 36,139 Value ($000) $3,036 Avg Close — Range —
Q2 2019
Shares 36,089 Value ($000) $3,003 Avg Close — Range —
Q1 2019
Shares 36,861 Value ($000) $2,928 Avg Close — Range —
Q3 2018
Shares 37,581 Value ($000) $3,051 Avg Close — Range —
Q2 2018
Shares 37,463 Value ($000) $2,856 Avg Close — Range —
Q1 2018
Shares 37,753 Value ($000) $2,724 Avg Close — Range —
Q4 2017
Shares 38,639 Value ($000) $2,751 Avg Close — Range —
Q3 2017
Shares 40,318 Value ($000) $2,670 Avg Close — Range —
Q2 2017
Shares 40,944 Value ($000) $2,574 Avg Close — Range —