SCHWAB STRATEGIC TR

Ticker: SCHG CUSIP: 808524300 Class: ETF

Naviter Wealth, LLC's Holding History (CIK: 0001855567)

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

Q4 2025
Shares 7,286 Value ($000) $238 Avg Close — Range —
Q3 2023
Shares 3,916 Value ($000) $285 Avg Close — Range —
Q2 2023
Shares 3,916 Value ($000) $294 Avg Close — Range —