SCHWAB STRATEGIC TR

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

Wealth Group, Ltd.'s Holding History (CIK: 0002013988)

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

Q2 2025
Shares 8,250 Value ($000) $0 Avg Close — Range —
Q1 2025
Shares 48,947 Value ($000) $1 Avg Close — Range —
Q4 2024
Shares 40,060 Value ($000) $1 Avg Close — Range —
Q3 2024
Shares 9,263 Value ($000) $1 Avg Close — Range —
Q2 2024
Shares 5,970 Value ($000) $0 Avg Close — Range —
Q1 2024
Shares 6,063 Value ($000) $0 Avg Close — Range —