SCHWAB STRATEGIC TR

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

SpringVest Wealth Management LLC's Holding History (CIK: 0002058986)

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

Q4 2025
Shares 191,684 Value ($000) $5,676 Avg Close — Range —
Q3 2025
Shares 190,751 Value ($000) $5,553 Avg Close — Range —
Q2 2025
Shares 195,326 Value ($000) $5,405 Avg Close — Range —
Q1 2025
Shares 185,364 Value ($000) $4,927 Avg Close — Range —
Q4 2024
Shares 187,863 Value ($000) $4,898 Avg Close — Range —