SCHWAB STRATEGIC TR

Ticker: SCHG CUSIP: 808524300 Class: ETF

Leeward Financial Partners, LLC's Holding History (CIK: 0001735201)

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

Q4 2025
Shares 402,174 Value ($000) $13,119 Avg Close — Range —
Q3 2025
Shares 407,224 Value ($000) $12,995 Avg Close — Range —
Q2 2025
Shares 397,164 Value ($000) $11,601 Avg Close — Range —
Q1 2025
Shares 393,678 Value ($000) $9,858 Avg Close — Range —
Q4 2024
Shares 379,581 Value ($000) $10,579 Avg Close — Range —
Q3 2024
Shares 93,601 Value ($000) $9,751 Avg Close — Range —
Q2 2024
Shares 91,524 Value ($000) $9,229 Avg Close — Range —
Q1 2024
Shares 87,463 Value ($000) $8,110 Avg Close — Range —
Q4 2023
Shares 81,579 Value ($000) $6,768 Avg Close — Range —
Q3 2023
Shares 79,926 Value ($000) $5,812 Avg Close — Range —
Q2 2023
Shares 66,683 Value ($000) $4,998 Avg Close — Range —
Q1 2023
Shares 8,275 Value ($000) $539 Avg Close — Range —
Q4 2022
Shares 8,322 Value ($000) $462 Avg Close — Range —
Q3 2022
Shares 61,556 Value ($000) $3,435 Avg Close — Range —
Q2 2022
Shares 61,795 Value ($000) $3,583 Avg Close — Range —
Q1 2022
Shares 57,839 Value ($000) $4,327 Avg Close — Range —
Q4 2021
Shares 28,384 Value ($000) $4,648 Avg Close — Range —