SCHWAB STRATEGIC TR

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

LWM ADVISORS INC's Holding History (CIK: 0002067328)

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

Q4 2025
Shares 11,509 Value ($000) $341 Avg Close — Range —
Q3 2025
Shares 11,501 Value ($000) $335 Avg Close — Range —
Q2 2025
Shares 12,017 Value ($000) $333 Avg Close — Range —
Q1 2025
Shares 12,010 Value ($000) $315 Avg Close — Range —