SCHWAB STRATEGIC TR

Ticker: SCHG CUSIP: 808524300 Class: ETF

Vestwell Advisors, LLC's Holding History (CIK: 0002081474)

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

Q4 2025
Shares 1,247,892 Value ($000) $40,706 Avg Close — Range —
Q3 2025
Shares 1,168,550 Value ($000) $37,288 Avg Close — Range —
Q2 2025
Shares 1,166,941 Value ($000) $34,086 Avg Close — Range —