SCHWAB STRATEGIC TR

Ticker: SCHG CUSIP: 808524300 Class: ETF

BEAM WEALTH ADVISORS, INC.'s Holding History (CIK: 0001803426)

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

Q4 2025
Shares 33,355 Value ($000) $1,088 Avg Close — Range —
Q3 2025
Shares 33,253 Value ($000) $1,061 Avg Close — Range —
Q2 2025
Shares 34,306 Value ($000) $1,002 Avg Close — Range —
Q1 2025
Shares 29,349 Value ($000) $735 Avg Close — Range —
Q4 2024
Shares 26,491 Value ($000) $738 Avg Close — Range —
Q1 2024
Shares 5,841 Value ($000) $542 Avg Close — Range —
Q4 2023
Shares 5,828 Value ($000) $484 Avg Close — Range —
Q3 2023
Shares 5,395 Value ($000) $392 Avg Close — Range —
Q2 2023
Shares 5,001 Value ($000) $375 Avg Close — Range —
Q1 2023
Shares 4,844 Value ($000) $316 Avg Close — Range —
Q4 2022
Shares 3,951 Value ($000) $219 Avg Close — Range —
Q1 2022
Shares 3,493 Value ($000) $261 Avg Close — Range —
Q4 2021
Shares 1,741 Value ($000) $285 Avg Close — Range —
Q3 2021
Shares 1,410 Value ($000) $209 Avg Close — Range —
Q2 2021
Shares 1,462 Value ($000) $213 Avg Close — Range —