SCHWAB STRATEGIC TR

Ticker: SCHM CUSIP: 808524508 Class: US MID-CAP ETF

WealthShield Partners, LLC's Holding History (CIK: 0001729303)

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

Q4 2025
Shares 102,252 Value ($000) $3,083 Avg Close Range
Q3 2025
Shares 103,179 Value ($000) $3,058 Avg Close Range
Q2 2025
Shares 104,038 Value ($000) $2,918 Avg Close Range
Q1 2025
Shares 106,377 Value ($000) $2,787 Avg Close Range
Q4 2024
Shares 104,969 Value ($000) $2,909 Avg Close Range
Q3 2024
Shares 33,826 Value ($000) $2,811 Avg Close Range
Q2 2024
Shares 33,755 Value ($000) $2,636 Avg Close Range
Q1 2024
Shares 33,505 Value ($000) $2,728 Avg Close Range
Q4 2023
Shares 32,809 Value ($000) $2,471 Avg Close Range
Q3 2023
Shares 32,779 Value ($000) $2,218 Avg Close Range
Q2 2023
Shares 32,826 Value ($000) $2,332 Avg Close Range
Q1 2023
Shares 32,132 Value ($000) $2,180 Avg Close Range
Q4 2022
Shares 31,429 Value ($000) $2,062 Avg Close Range
Q3 2022
Shares 29,315 Value ($000) $1,774 Avg Close Range
Q2 2022
Shares 27,753 Value ($000) $1,741 Avg Close Range
Q1 2022
Shares 26,598 Value ($000) $2,018 Avg Close Range
Q2 2021
Shares 471 Value ($000) $37 Avg Close Range