SCHWAB STRATEGIC TR

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

RETIREMENT GUYS FORMULA LLC's Holding History (CIK: 0001933059)

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

Q4 2025
Shares 50,469 Value ($000) $1,494 Avg Close — Range —
Q3 2025
Shares 277,456 Value ($000) $8,077 Avg Close — Range —
Q2 2025
Shares 281,500 Value ($000) $7,789 Avg Close — Range —
Q3 2024
Shares 157,929 Value ($000) $12,693 Avg Close — Range —
Q2 2024
Shares 143,645 Value ($000) $10,641 Avg Close — Range —
Q1 2024
Shares 142,730 Value ($000) $10,845 Avg Close — Range —
Q4 2023
Shares 142,005 Value ($000) $9,955 Avg Close — Range —
Q3 2023
Shares 3,290 Value ($000) $212 Avg Close — Range —
Q2 2023
Shares 152,752 Value ($000) $10,248 Avg Close — Range —
Q1 2023
Shares 3,356 Value ($000) $220 Avg Close — Range —
Q4 2022
Shares 6,057 Value ($000) $400 Avg Close — Range —
Q3 2022
Shares 4,900 Value ($000) $287 Avg Close — Range —
Q2 2022
Shares 4,439 Value ($000) $277 Avg Close — Range —
Q1 2022
Shares 78,343 Value ($000) $5,593 Avg Close — Range —
Q4 2021
Shares 66,243 Value ($000) $4,850 Avg Close — Range —