SCHWAB STRATEGIC TR

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

Marks Group Wealth Management, Inc's Holding History (CIK: 0001802473)

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

Q4 2025
Shares 21,558 Value ($000) $638 Avg Close Range
Q3 2025
Shares 21,558 Value ($000) $628 Avg Close Range
Q2 2025
Shares 21,558 Value ($000) $597 Avg Close Range
Q1 2025
Shares 21,558 Value ($000) $573 Avg Close Range
Q4 2024
Shares 21,558 Value ($000) $562 Avg Close Range
Q3 2024
Shares 7,186 Value ($000) $578 Avg Close Range
Q2 2024
Shares 7,186 Value ($000) $532 Avg Close Range
Q1 2024
Shares 7,186 Value ($000) $546 Avg Close Range
Q4 2023
Shares 7,186 Value ($000) $504 Avg Close Range
Q3 2023
Shares 7,186 Value ($000) $463 Avg Close Range
Q2 2023
Shares 7,186 Value ($000) $482 Avg Close Range
Q1 2023
Shares 7,186 Value ($000) $471 Avg Close Range
Q4 2022
Shares 7,186 Value ($000) $474 Avg Close Range
Q3 2022
Shares 7,186 Value ($000) $420 Avg Close Range
Q2 2022
Shares 7,186 Value ($000) $449 Avg Close Range
Q1 2022
Shares 7,186 Value ($000) $513 Avg Close Range
Q4 2021
Shares 7,186 Value ($000) $526 Avg Close Range
Q3 2021
Shares 7,186 Value ($000) $485 Avg Close Range
Q2 2021
Shares 7,186 Value ($000) $491 Avg Close Range
Q1 2021
Shares 7,186 Value ($000) $469 Avg Close Range
Q4 2020
Shares 7,186 Value ($000) $428 Avg Close Range
Q3 2020
Shares 7,186 Value ($000) $375 Avg Close Range
Q2 2020
Shares 7,186 Value ($000) $360 Avg Close Range
Q1 2020
Shares 7,200 Value ($000) $319 Avg Close Range