SCHWAB STRATEGIC TR

Ticker: SCHG CUSIP: 808524300 Class: ETF

National Wealth Management Group, LLC's Holding History (CIK: 0001977723)

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

Q4 2025
Shares 28,133 Value ($000) $918 Avg Close — Range —
Q3 2025
Shares 13,632 Value ($000) $435 Avg Close — Range —
Q2 2025
Shares 13,280 Value ($000) $388 Avg Close — Range —
Q1 2025
Shares 13,243 Value ($000) $332 Avg Close — Range —
Q4 2024
Shares 12,582 Value ($000) $351 Avg Close — Range —
Q3 2024
Shares 2,178 Value ($000) $227 Avg Close — Range —