SCHWAB STRATEGIC TR

Ticker: SCHG CUSIP: 808524300 Class: ETF

KINGSWOOD WEALTH ADVISORS, LLC's Holding History (CIK: 0001987855)

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

Q4 2025
Shares 1,012,395 Value ($000) $33,024 Avg Close — Range —
Q3 2025
Shares 1,060,720 Value ($000) $33,848 Avg Close — Range —
Q2 2025
Shares 816,618 Value ($000) $23,853 Avg Close — Range —
Q1 2025
Shares 751,204 Value ($000) $18,811 Avg Close — Range —
Q4 2024
Shares 737,721 Value ($000) $20,560 Avg Close — Range —
Q3 2024
Shares 136,132 Value ($000) $14,182 Avg Close — Range —
Q2 2024
Shares 52,328 Value ($000) $5,277 Avg Close — Range —
Q1 2024
Shares 46,408 Value ($000) $4,303 Avg Close — Range —
Q3 2023
Shares 17,522 Value ($000) $1,274 Avg Close — Range —