SCHWAB STRATEGIC TR

Ticker: SCHG CUSIP: 808524300 Class: ETF

Schwallier Wealth Management LLC's Holding History (CIK: 0001934951)

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

Q4 2025
Shares 608,274 Value ($000) $19,465 Avg Close — Range —
Q3 2025
Shares 598,096 Value ($000) $19,085 Avg Close — Range —
Q2 2025
Shares 613,213 Value ($000) $17,912 Avg Close — Range —
Q1 2025
Shares 502,328 Value ($000) $12,578 Avg Close — Range —
Q4 2024
Shares 188,689 Value ($000) $5,259 Avg Close — Range —
Q3 2024
Shares 47,481 Value ($000) $4,947 Avg Close — Range —
Q2 2024
Shares 45,892 Value ($000) $4,628 Avg Close — Range —
Q1 2024
Shares 44,880 Value ($000) $4,161 Avg Close — Range —
Q4 2023
Shares 50,665 Value ($000) $4,203 Avg Close — Range —