SCHWAB STRATEGIC TR

Ticker: SCHG CUSIP: 808524300 Class: ETF

BIP Wealth, LLC's Holding History (CIK: 0001590214)

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

Q4 2025
Shares 1,779,503 Value ($000) $58,047 Avg Close — Range —
Q3 2025
Shares 33,148 Value ($000) $1,058 Avg Close — Range —
Q2 2025
Shares 17,027 Value ($000) $497 Avg Close — Range —
Q1 2025
Shares 20,944 Value ($000) $524 Avg Close — Range —
Q4 2024
Shares 20,561 Value ($000) $573 Avg Close — Range —
Q3 2024
Shares 4,305 Value ($000) $449 Avg Close — Range —
Q2 2024
Shares 3,434 Value ($000) $346 Avg Close — Range —
Q1 2024
Shares 3,370 Value ($000) $312 Avg Close — Range —
Q4 2023
Shares 4,024 Value ($000) $334 Avg Close — Range —
Q3 2023
Shares 4,024 Value ($000) $293 Avg Close — Range —
Q2 2023
Shares 2,958 Value ($000) $222 Avg Close — Range —
Q1 2023
Shares 3,334 Value ($000) $217 Avg Close — Range —