SCHWAB STRATEGIC TR

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

PARTNERS WEALTH MANAGEMENT, LLC's Holding History (CIK: 0002054714)

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

Q4 2025
Shares 31,883 Value ($000) $944 Avg Close — Range —
Q3 2025
Shares 32,685 Value ($000) $951 Avg Close — Range —
Q2 2025
Shares 33,415 Value ($000) $888 Avg Close — Range —
Q1 2025
Shares 33,415 Value ($000) $888 Avg Close — Range —
Q4 2024
Shares 33,415 Value ($000) $871 Avg Close — Range —