SCHWAB STRATEGIC TR

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

Wescott Financial Advisory Group, LLC's Holding History (CIK: 0001864880)

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

Q4 2025
Shares 35,130 Value ($000) $1,040 Avg Close — Range —
Q4 2023
Shares 2,928 Value ($000) $205 Avg Close — Range —
Q1 2022
Shares 3,667 Value ($000) $262 Avg Close — Range —