SCHWAB STRATEGIC TR

Ticker: SCHG CUSIP: 808524300 Class: ETF

Capital Advisors Wealth Management, LLC's Holding History (CIK: 0001824700)

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

Q4 2025
Shares 60,005 Value ($000) $1,957 Avg Close — Range —
Q3 2025
Shares 55,680 Value ($000) $1,777 Avg Close — Range —
Q2 2025
Shares 54,387 Value ($000) $1,589 Avg Close — Range —
Q1 2025
Shares 51,107 Value ($000) $1,280 Avg Close — Range —
Q4 2024
Shares 44,722 Value ($000) $1,246 Avg Close — Range —
Q3 2024
Shares 10,521 Value ($000) $1,096 Avg Close — Range —
Q2 2024
Shares 9,934 Value ($000) $1,002 Avg Close — Range —
Q1 2024
Shares 6,383 Value ($000) $592 Avg Close — Range —
Q4 2023
Shares 6,143 Value ($000) $510 Avg Close — Range —
Q3 2023
Shares 6,019 Value ($000) $438 Avg Close — Range —
Q2 2023
Shares 5,667 Value ($000) $425 Avg Close — Range —
Q1 2023
Shares 5,609 Value ($000) $366 Avg Close — Range —
Q4 2022
Shares 5,359 Value ($000) $298 Avg Close — Range —