SCHWAB STRATEGIC TR

Ticker: SCHG CUSIP: 808524300 Class: ETF

DIVERSIFY WEALTH MANAGEMENT, LLC's Holding History (CIK: 0002030780)

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

Q4 2025
Shares 170,797 Value ($000) $5,602 Avg Close — Range —
Q3 2025
Shares 169,039 Value ($000) $5,666 Avg Close — Range —
Q2 2025
Shares 169,398 Value ($000) $5,199 Avg Close — Range —
Q1 2025
Shares 164,286 Value ($000) $4,175 Avg Close — Range —
Q4 2024
Shares 153,141 Value ($000) $4,244 Avg Close — Range —
Q3 2024
Shares 149,791 Value ($000) $3,937 Avg Close — Range —
Q2 2024
Shares 3,293 Value ($000) $305 Avg Close — Range —