SCHWAB STRATEGIC TR

Ticker: SCHG CUSIP: 808524300 Class: ETF

Insight Wealth Strategies, LLC's Holding History (CIK: 0001749914)

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

Q4 2025
Shares 7,894 Value ($000) $258 Avg Close — Range —
Q3 2025
Shares 7,893 Value ($000) $252 Avg Close — Range —
Q2 2025
Shares 7,891 Value ($000) $228 Avg Close — Range —
Q4 2024
Shares 7,888 Value ($000) $220 Avg Close — Range —
Q3 2024
Shares 1,972 Value ($000) $205 Avg Close — Range —
Q2 2024
Shares 2,223 Value ($000) $224 Avg Close — Range —
Q1 2024
Shares 2,223 Value ($000) $206 Avg Close — Range —