SCHWAB STRATEGIC TR

Ticker: SCHG CUSIP: 808524300 Class: ETF

Westmount Partners, LLC's Holding History (CIK: 0002051491)

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

Q4 2025
Shares 66,447 Value ($000) $2,167 Avg Close — Range —
Q3 2025
Shares 64,666 Value ($000) $2,075 Avg Close — Range —
Q2 2025
Shares 64,653 Value ($000) $1,889 Avg Close — Range —
Q1 2025
Shares 20,145 Value ($000) $504 Avg Close — Range —
Q4 2024
Shares 20,117 Value ($000) $561 Avg Close — Range —
Q3 2024
Shares 5,027 Value ($000) $524 Avg Close — Range —
Q2 2024
Shares 5,024 Value ($000) $511 Avg Close — Range —
Q1 2024
Shares 5,022 Value ($000) $466 Avg Close — Range —
Q4 2023
Shares 5,039 Value ($000) $418 Avg Close — Range —
Q3 2023
Shares 4,209 Value ($000) $306 Avg Close — Range —
Q2 2023
Shares 4,207 Value ($000) $315 Avg Close — Range —
Q1 2023
Shares 4,305 Value ($000) $281 Avg Close — Range —
Q4 2022
Shares 4,555 Value ($000) $253 Avg Close — Range —