SCHWAB STRATEGIC TR

Ticker: SCHG CUSIP: 808524300 Class: ETF

TriaGen Wealth Management LLC's Holding History (CIK: 0001843848)

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

Q4 2025
Shares 380,558 Value ($000) $12,414 Avg Close — Range —
Q3 2025
Shares 383,491 Value ($000) $12,237 Avg Close — Range —
Q2 2025
Shares 378,784 Value ($000) $11,064 Avg Close — Range —
Q1 2025
Shares 385,711 Value ($000) $9,658 Avg Close — Range —
Q4 2024
Shares 395,774 Value ($000) $11,030 Avg Close — Range —
Q3 2024
Shares 98,821 Value ($000) $10,295 Avg Close — Range —
Q2 2024
Shares 94,480 Value ($000) $9,527 Avg Close — Range —
Q1 2024
Shares 93,235 Value ($000) $8,645 Avg Close — Range —
Q4 2023
Shares 90,092 Value ($000) $7,474 Avg Close — Range —
Q3 2023
Shares 91,139 Value ($000) $6,628 Avg Close — Range —
Q2 2023
Shares 89,223 Value ($000) $6,687 Avg Close — Range —
Q1 2023
Shares 87,788 Value ($000) $5,721 Avg Close — Range —
Q4 2022
Shares 85,055 Value ($000) $4,726 Avg Close — Range —
Q3 2022
Shares 82,000 Value ($000) $4,576 Avg Close — Range —
Q2 2022
Shares 67,045 Value ($000) $3,888 Avg Close — Range —
Q1 2022
Shares 64,408 Value ($000) $4,819 Avg Close — Range —
Q4 2021
Shares 31,691 Value ($000) $5,189 Avg Close — Range —
Q3 2021
Shares 31,350 Value ($000) $4,643 Avg Close — Range —
Q2 2021
Shares 32,394 Value ($000) $4,886 Avg Close — Range —
Q1 2021
Shares 31,762 Value ($000) $4,122 Avg Close — Range —
Q4 2020
Shares 24,750 Value ($000) $3,178 Avg Close — Range —