SCHWAB STRATEGIC TR

Ticker: SCHG CUSIP: 808524300 Class: ETF

Lakeridge Wealth Management LLC's Holding History (CIK: 0002012028)

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

Q4 2025
Shares 19,509 Value ($000) $636 Avg Close — Range —
Q3 2025
Shares 18,361 Value ($000) $586 Avg Close — Range —
Q2 2025
Shares 22,303 Value ($000) $651 Avg Close — Range —
Q1 2025
Shares 23,904 Value ($000) $599 Avg Close — Range —
Q4 2024
Shares 21,723 Value ($000) $605 Avg Close — Range —
Q3 2024
Shares 5,789 Value ($000) $603 Avg Close — Range —
Q2 2024
Shares 5,309 Value ($000) $535 Avg Close — Range —
Q1 2024
Shares 5,775 Value ($000) $535 Avg Close — Range —
Q4 2023
Shares 5,645 Value ($000) $468 Avg Close — Range —