SCHWAB STRATEGIC TR

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

Westmount Partners, LLC's Holding History (CIK: 0002051491)

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

Q4 2025
Shares 13,277 Value ($000) $393 Avg Close — Range —
Q3 2025
Shares 13,277 Value ($000) $387 Avg Close — Range —
Q2 2025
Shares 13,277 Value ($000) $367 Avg Close — Range —
Q1 2025
Shares 13,277 Value ($000) $353 Avg Close — Range —
Q4 2024
Shares 13,277 Value ($000) $346 Avg Close — Range —
Q3 2024
Shares 4,426 Value ($000) $356 Avg Close — Range —
Q2 2024
Shares 4,426 Value ($000) $326 Avg Close — Range —
Q1 2024
Shares 4,426 Value ($000) $336 Avg Close — Range —
Q4 2023
Shares 4,459 Value ($000) $313 Avg Close — Range —
Q3 2023
Shares 4,426 Value ($000) $285 Avg Close — Range —
Q2 2023
Shares 4,426 Value ($000) $297 Avg Close — Range —
Q1 2023
Shares 4,426 Value ($000) $290 Avg Close — Range —
Q4 2022
Shares 4,426 Value ($000) $292 Avg Close — Range —