SCHWAB STRATEGIC TR

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

Forum Financial Management, LP's Holding History (CIK: 0001911832)

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

Q4 2025
Shares 7,826 Value ($000) $232 Avg Close — Range —
Q3 2025
Shares 7,593 Value ($000) $221 Avg Close — Range —