SCHWAB STRATEGIC TR

Ticker: SCHG CUSIP: 808524300 Class: ETF

New Insight Wealth Advisors's Holding History (CIK: 0002022328)

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

Q4 2025
Shares 21,118 Value ($000) $689 Avg Close — Range —
Q3 2025
Shares 19,630 Value ($000) $626 Avg Close — Range —
Q2 2025
Shares 21,727 Value ($000) $635 Avg Close — Range —
Q1 2025
Shares 21,727 Value ($000) $544 Avg Close — Range —
Q4 2024
Shares 20,875 Value ($000) $582 Avg Close — Range —
Q3 2024
Shares 5,258 Value ($000) $548 Avg Close — Range —
Q2 2024
Shares 4,916 Value ($000) $496 Avg Close — Range —
Q1 2024
Shares 3,668 Value ($000) $340 Avg Close — Range —
Q4 2023
Shares 2,663 Value ($000) $221 Avg Close — Range —