SCHWAB STRATEGIC TR

Ticker: SCHG CUSIP: 808524300 Class: ETF

Modern Wealth Management, LLC's Holding History (CIK: 0002001900)

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

Q4 2025
Shares 90,089 Value ($000) $2,939 Avg Close — Range —
Q3 2025
Shares 12,688 Value ($000) $405 Avg Close — Range —