SCHWAB STRATEGIC TR

Ticker: SCHG CUSIP: 808524300 Class: ETF

Beacon Bridge Wealth Partners, LLC's Holding History (CIK: 0001965468)

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

Q4 2025
Shares 254,119 Value ($000) $8,289 Avg Close — Range —
Q3 2025
Shares 242,328 Value ($000) $7,733 Avg Close — Range —
Q2 2025
Shares 226,496 Value ($000) $6,616 Avg Close — Range —
Q1 2025
Shares 229,957 Value ($000) $5,758 Avg Close — Range —
Q4 2024
Shares 227,658 Value ($000) $6,345 Avg Close — Range —
Q3 2024
Shares 54,583 Value ($000) $5,686 Avg Close — Range —
Q2 2024
Shares 63,395 Value ($000) $6,393 Avg Close — Range —
Q1 2024
Shares 54,023 Value ($000) $5,009 Avg Close — Range —
Q4 2023
Shares 45,064 Value ($000) $3,739 Avg Close — Range —
Q3 2023
Shares 9,161 Value ($000) $666 Avg Close — Range —