SCHWAB STRATEGIC TR

Ticker: SCHG CUSIP: 808524300 Class: ETF

Optivise Advisory Services LLC's Holding History (CIK: 0002042876)

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

Q4 2025
Shares 47,159 Value ($000) $1,538 Avg Close — Range —
Q3 2025
Shares 50,122 Value ($000) $1,599 Avg Close — Range —
Q2 2025
Shares 49,472 Value ($000) $1,445 Avg Close — Range —
Q1 2025
Shares 48,841 Value ($000) $1,223 Avg Close — Range —