SCHWAB STRATEGIC TR

Ticker: SCHG CUSIP: 808524300 Class: ETF

Spire Wealth Management's Holding History (CIK: 0001858740)

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

Q4 2025
Shares 87,745 Value ($000) $2,862 Avg Close — Range —
Q3 2025
Shares 77,673 Value ($000) $2,479 Avg Close — Range —
Q2 2025
Shares 63,284 Value ($000) $1,849 Avg Close — Range —
Q1 2025
Shares 56,489 Value ($000) $1,414 Avg Close — Range —
Q4 2024
Shares 51,813 Value ($000) $1,444 Avg Close — Range —
Q3 2024
Shares 9,397 Value ($000) $979 Avg Close — Range —
Q2 2024
Shares 5,911 Value ($000) $596 Avg Close — Range —
Q1 2024
Shares 7,058 Value ($000) $654 Avg Close — Range —
Q4 2023
Shares 6,730 Value ($000) $576 Avg Close — Range —
Q3 2023
Shares 6,474 Value ($000) $471 Avg Close — Range —
Q2 2023
Shares 6,234 Value ($000) $467 Avg Close — Range —
Q1 2023
Shares 5,792 Value ($000) $377 Avg Close — Range —
Q4 2022
Shares 3,102 Value ($000) $0 Avg Close — Range —
Q3 2022
Shares 3,044 Value ($000) $170 Avg Close — Range —
Q2 2022
Shares 4,937 Value ($000) $286 Avg Close — Range —
Q1 2022
Shares 8,058 Value ($000) $603 Avg Close — Range —
Q4 2021
Shares 4,218 Value ($000) $691 Avg Close — Range —
Q3 2021
Shares 4,426 Value ($000) $655 Avg Close — Range —
Q2 2021
Shares 4,182 Value ($000) $611 Avg Close — Range —
Q1 2021
Shares 5,547 Value ($000) $720 Avg Close — Range —