SCHWAB STRATEGIC TR

Ticker: SCHG CUSIP: 808524300 Class: ETF

Mount Yale Investment Advisors, LLC's Holding History (CIK: 0001744349)

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

Q4 2025
Shares 7,229 Value ($000) $236 Avg Close — Range —
Q3 2025
Shares 7,217 Value ($000) $230 Avg Close — Range —
Q2 2025
Shares 9,413 Value ($000) $275 Avg Close — Range —
Q1 2025
Shares 9,412 Value ($000) $236 Avg Close — Range —
Q4 2024
Shares 9,411 Value ($000) $262 Avg Close — Range —
Q3 2024
Shares 2,152 Value ($000) $224 Avg Close — Range —