SCHWAB STRATEGIC TR

Ticker: SCHG CUSIP: 808524300 Class: ETF

LIBERTY WEALTH MANAGEMENT LLC's Holding History (CIK: 0001769302)

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

Q4 2025
Shares 19,821 Value ($000) $646 Avg Close — Range —
Q4 2024
Shares 17,527 Value ($000) $492 Avg Close — Range —
Q2 2024
Shares 63,072 Value ($000) $0 Avg Close — Range —
Q3 2021
Shares 204 Value ($000) $30 Avg Close — Range —
Q2 2021
Shares 204 Value ($000) $30 Avg Close — Range —
Q1 2021
Shares 204 Value ($000) $26 Avg Close — Range —
Q4 2020
Shares 204 Value ($000) $26 Avg Close — Range —
Q3 2020
Shares 404 Value ($000) $47 Avg Close — Range —
Q2 2020
Shares 403 Value ($000) $41 Avg Close — Range —
Q1 2020
Shares 403 Value ($000) $32 Avg Close — Range —
Q4 2019
Shares 402 Value ($000) $37 Avg Close — Range —
Q3 2019
Shares 400 Value ($000) $34 Avg Close — Range —