SCHWAB STRATEGIC TR

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

CM WEALTH ADVISORS LLC's Holding History (CIK: 0001764581)

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

Q4 2025
Shares 30,066 Value ($000) $890 Avg Close — Range —
Q3 2025
Shares 30,066 Value ($000) $875 Avg Close — Range —
Q2 2025
Shares 30,066 Value ($000) $832 Avg Close — Range —
Q1 2025
Shares 30,066 Value ($000) $799 Avg Close — Range —
Q4 2024
Shares 30,066 Value ($000) $784 Avg Close — Range —
Q3 2024
Shares 10,022 Value ($000) $805 Avg Close — Range —
Q2 2024
Shares 10,022 Value ($000) $747 Avg Close — Range —
Q1 2024
Shares 10,022 Value ($000) $741 Avg Close — Range —
Q4 2023
Shares 10,022 Value ($000) $703 Avg Close — Range —
Q3 2023
Shares 10,022 Value ($000) $655 Avg Close — Range —
Q2 2023
Shares 10,022 Value ($000) $694 Avg Close — Range —
Q1 2023
Shares 10,022 Value ($000) $1 Avg Close — Range —
Q4 2022
Shares 10,022 Value ($000) $662 Avg Close — Range —
Q3 2022
Shares 10,022 Value ($000) $586 Avg Close — Range —
Q2 2022
Shares 10,022 Value ($000) $626 Avg Close — Range —