SCHWAB STRATEGIC TR

Ticker: SCHG CUSIP: 808524300 Class: ETF

WealthShield Partners, LLC's Holding History (CIK: 0001729303)

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

Q4 2025
Shares 518,168 Value ($000) $16,907 Avg Close — Range —
Q3 2025
Shares 545,868 Value ($000) $17,419 Avg Close — Range —
Q2 2025
Shares 580,655 Value ($000) $16,961 Avg Close — Range —
Q1 2025
Shares 581,279 Value ($000) $14,555 Avg Close — Range —
Q4 2024
Shares 571,497 Value ($000) $15,928 Avg Close — Range —
Q3 2024
Shares 149,229 Value ($000) $15,547 Avg Close — Range —
Q2 2024
Shares 157,758 Value ($000) $15,925 Avg Close — Range —
Q1 2024
Shares 159,371 Value ($000) $14,777 Avg Close — Range —
Q4 2023
Shares 177,087 Value ($000) $14,695 Avg Close — Range —
Q3 2023
Shares 169,474 Value ($000) $12,324 Avg Close — Range —
Q2 2023
Shares 186,735 Value ($000) $13,996 Avg Close — Range —
Q1 2023
Shares 181,358 Value ($000) $11,819 Avg Close — Range —
Q4 2022
Shares 175,677 Value ($000) $9,761 Avg Close — Range —
Q3 2022
Shares 163,505 Value ($000) $9,125 Avg Close — Range —
Q2 2022
Shares 166,058 Value ($000) $9,630 Avg Close — Range —
Q1 2022
Shares 155,899 Value ($000) $11,664 Avg Close — Range —
Q2 2021
Shares 224 Value ($000) $33 Avg Close — Range —
Q1 2021
Shares 194 Value ($000) $25 Avg Close — Range —