SCHWAB STRATEGIC TR

Ticker: SCHG CUSIP: 808524300 Class: ETF

Vista Cima Wealth Management LLC's Holding History (CIK: 0002055907)

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

Q4 2025
Shares 475,533 Value ($000) $15,512 Avg Close — Range —
Q3 2025
Shares 464,835 Value ($000) $14,833 Avg Close — Range —
Q2 2025
Shares 453,421 Value ($000) $13,244 Avg Close — Range —
Q1 2025
Shares 442,871 Value ($000) $11,089 Avg Close — Range —
Q4 2024
Shares 367,301 Value ($000) $10,237 Avg Close — Range —