SCHWAB STRATEGIC TR

Ticker: SCHG CUSIP: 808524300 Class: ETF

Insight Wealth Partners, LLC's Holding History (CIK: 0001627003)

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

Q4 2025
Shares 40,755 Value ($000) $1,329 Avg Close — Range —
Q3 2025
Shares 42,567 Value ($000) $1,358 Avg Close — Range —
Q2 2025
Shares 41,208 Value ($000) $1,204 Avg Close — Range —
Q1 2025
Shares 41,803 Value ($000) $1,047 Avg Close — Range —
Q4 2024
Shares 44,437 Value ($000) $1,238 Avg Close — Range —
Q3 2024
Shares 12,426 Value ($000) $1,295 Avg Close — Range —
Q2 2024
Shares 7,201 Value ($000) $726 Avg Close — Range —
Q1 2024
Shares 5,179 Value ($000) $480 Avg Close — Range —