SCHWAB STRATEGIC TR

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

Spire Wealth Management's Holding History (CIK: 0001858740)

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

Q4 2025
Shares 2,108 Value ($000) $62 Avg Close Range
Q3 2025
Shares 1,829 Value ($000) $53 Avg Close Range
Q2 2025
Shares 1,830 Value ($000) $51 Avg Close Range
Q1 2025
Shares 17,196 Value ($000) $457 Avg Close Range
Q4 2024
Shares 36,260 Value ($000) $945 Avg Close Range
Q3 2024
Shares 11,907 Value ($000) $957 Avg Close Range
Q2 2024
Shares 12,256 Value ($000) $908 Avg Close Range
Q1 2024
Shares 13,498 Value ($000) $1,026 Avg Close Range
Q4 2023
Shares 13,196 Value ($000) $920 Avg Close Range
Q3 2023
Shares 13,262 Value ($000) $855 Avg Close Range
Q2 2023
Shares 13,515 Value ($000) $907 Avg Close Range
Q1 2023
Shares 14,150 Value ($000) $928 Avg Close Range
Q4 2022
Shares 5,904 Value ($000) $0 Avg Close Range
Q3 2022
Shares 1,993 Value ($000) $117 Avg Close Range
Q2 2022
Shares 12,642 Value ($000) $789 Avg Close Range
Q1 2022
Shares 20,373 Value ($000) $1,454 Avg Close Range
Q4 2021
Shares 15,467 Value ($000) $1,133 Avg Close Range
Q3 2021
Shares 17,151 Value ($000) $1,157 Avg Close Range
Q2 2021
Shares 14,021 Value ($000) $959 Avg Close Range
Q1 2021
Shares 15,213 Value ($000) $620 Avg Close Range