SCHWAB STRATEGIC TR

Ticker: SCHG CUSIP: 808524300 Class: ETF

Axis Wealth Partners, LLC's Holding History (CIK: 0002052531)

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

Q4 2025
Shares 11,673 Value ($000) $381 Avg Close Range
Q3 2025
Shares 11,663 Value ($000) $372 Avg Close Range
Q2 2025
Shares 12,086 Value ($000) $353 Avg Close Range
Q1 2025
Shares 12,040 Value ($000) $301 Avg Close Range
Q4 2024
Shares 12,518 Value ($000) $349 Avg Close Range