SCHWAB STRATEGIC TR

Ticker: SCHV CUSIP: 808524409 Class: US LCAP VA ETF

Leeward Financial Partners, LLC's Holding History (CIK: 0001735201)

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

Q4 2025
Shares 177,656 Value ($000) $5,260 Avg Close — Range —
Q3 2025
Shares 179,050 Value ($000) $5,212 Avg Close — Range —
Q2 2025
Shares 172,541 Value ($000) $4,774 Avg Close — Range —
Q1 2025
Shares 170,213 Value ($000) $4,524 Avg Close — Range —
Q4 2024
Shares 169,609 Value ($000) $4,422 Avg Close — Range —
Q3 2024
Shares 55,459 Value ($000) $4,457 Avg Close — Range —
Q2 2024
Shares 54,521 Value ($000) $4,039 Avg Close — Range —
Q1 2024
Shares 63,463 Value ($000) $4,822 Avg Close — Range —
Q4 2023
Shares 53,371 Value ($000) $3,741 Avg Close — Range —
Q3 2023
Shares 45,819 Value ($000) $2,953 Avg Close — Range —
Q2 2023
Shares 44,759 Value ($000) $3,003 Avg Close — Range —
Q1 2023
Shares 79,496 Value ($000) $5,213 Avg Close — Range —
Q4 2022
Shares 76,288 Value ($000) $5,037 Avg Close — Range —
Q3 2022
Shares 79,008 Value ($000) $4,623 Avg Close — Range —
Q2 2022
Shares 78,245 Value ($000) $4,884 Avg Close — Range —
Q1 2022
Shares 55,832 Value ($000) $3,986 Avg Close — Range —
Q4 2021
Shares 51,373 Value ($000) $3,762 Avg Close — Range —