SCHWAB STRATEGIC TR

Ticker: SCHG CUSIP: 808524300 Class: ETF

LGT Financial Advisors LLC's Holding History (CIK: 0001965191)

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

Q3 2025
Shares 12,979 Value ($000) $414 Avg Close — Range —
Q2 2025
Shares 12,729 Value ($000) $372 Avg Close — Range —
Q1 2025
Shares 12,249 Value ($000) $307 Avg Close — Range —
Q4 2024
Shares 12,341 Value ($000) $344 Avg Close — Range —
Q3 2024
Shares 4,339 Value ($000) $452 Avg Close — Range —
Q2 2024
Shares 4,301 Value ($000) $434 Avg Close — Range —
Q1 2024
Shares 8,013 Value ($000) $743 Avg Close — Range —
Q4 2023
Shares 8,911 Value ($000) $739 Avg Close — Range —
Q3 2023
Shares 9,452 Value ($000) $687 Avg Close — Range —
Q2 2023
Shares 11,338 Value ($000) $850 Avg Close — Range —
Q4 2022
Shares 89 Value ($000) $5 Avg Close — Range —