SCHWAB STRATEGIC TR

Ticker: SCHG CUSIP: 808524300 Class: ETF

JAMISON PRIVATE WEALTH MANAGEMENT, INC.'s Holding History (CIK: 0002006637)

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

Q4 2025
Shares 13,487 Value ($000) $440 Avg Close — Range —
Q3 2025
Shares 12,226 Value ($000) $390 Avg Close — Range —
Q2 2025
Shares 17,636 Value ($000) $515 Avg Close — Range —
Q1 2025
Shares 11,590 Value ($000) $290 Avg Close — Range —
Q4 2024
Shares 11,493 Value ($000) $320 Avg Close — Range —
Q3 2024
Shares 2,184 Value ($000) $228 Avg Close — Range —
Q2 2024
Shares 1,769 Value ($000) $178 Avg Close — Range —
Q1 2024
Shares 1,044 Value ($000) $97 Avg Close — Range —
Q4 2023
Shares 914 Value ($000) $76 Avg Close — Range —