SCHWAB STRATEGIC TR

Ticker: SCHG CUSIP: 808524300 Class: ETF

LWM ADVISORS INC's Holding History (CIK: 0002067328)

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

Q4 2025
Shares 9,788 Value ($000) $319 Avg Close — Range —
Q3 2025
Shares 9,787 Value ($000) $312 Avg Close — Range —
Q2 2025
Shares 10,363 Value ($000) $303 Avg Close — Range —
Q1 2025
Shares 10,362 Value ($000) $269 Avg Close — Range —