SCHWAB STRATEGIC TR

Ticker: SCHG CUSIP: 808524300 Class: ETF

Wescott Financial Advisory Group, LLC's Holding History (CIK: 0001864880)

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

Q4 2025
Shares 9,668 Value ($000) $315 Avg Close — Range —
Q4 2024
Shares 20,043 Value ($000) $559 Avg Close — Range —
Q3 2024
Shares 6,097 Value ($000) $635 Avg Close — Range —
Q2 2024
Shares 6,917 Value ($000) $698 Avg Close — Range —
Q1 2024
Shares 6,706 Value ($000) $622 Avg Close — Range —
Q4 2023
Shares 6,504 Value ($000) $540 Avg Close — Range —
Q3 2023
Shares 6,503 Value ($000) $473 Avg Close — Range —
Q2 2023
Shares 6,411 Value ($000) $481 Avg Close — Range —
Q1 2023
Shares 6,902 Value ($000) $450 Avg Close — Range —
Q4 2022
Shares 6,821 Value ($000) $379 Avg Close — Range —
Q3 2022
Shares 6,819 Value ($000) $381 Avg Close — Range —
Q2 2022
Shares 6,440 Value ($000) $373 Avg Close — Range —
Q1 2022
Shares 6,439 Value ($000) $482 Avg Close — Range —