SCHWAB STRATEGIC TR

Ticker: SCHG CUSIP: 808524300 Class: ETF

MILESTONE ASSET MANAGEMENT, LLC's Holding History (CIK: 0001964722)

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

Q4 2025
Shares 116,718 Value ($000) $3,807 Avg Close — Range —
Q3 2025
Shares 97,443 Value ($000) $3,109 Avg Close — Range —
Q2 2025
Shares 71,923 Value ($000) $2,101 Avg Close — Range —
Q1 2025
Shares 138,839 Value ($000) $3,477 Avg Close — Range —