SCHWAB STRATEGIC TR

Ticker: SCHG CUSIP: 808524300 Class: ETF

West Branch Capital LLC's Holding History (CIK: 0001738723)

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

Q4 2025
Shares 14,866 Value ($000) $485 Avg Close — Range —
Q3 2025
Shares 14,857 Value ($000) $474 Avg Close — Range —
Q2 2025
Shares 14,849 Value ($000) $434 Avg Close — Range —
Q1 2025
Shares 21,340 Value ($000) $534 Avg Close — Range —
Q4 2024
Shares 21,328 Value ($000) $594 Avg Close — Range —
Q3 2024
Shares 5,329 Value ($000) $555 Avg Close — Range —
Q2 2024
Shares 5,318 Value ($000) $536 Avg Close — Range —
Q1 2024
Shares 5,318 Value ($000) $493 Avg Close — Range —