SCHWAB STRATEGIC TR

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

Selective Wealth Management, Inc.'s Holding History (CIK: 0001755670)

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

Q4 2025
Shares 13,132 Value ($000) $423 Avg Close — Range —
Q3 2025
Shares 12,108 Value ($000) $360 Avg Close — Range —
Q2 2025
Shares 12,077 Value ($000) $346 Avg Close — Range —
Q1 2025
Shares 13,433 Value ($000) $327 Avg Close — Range —
Q4 2024
Shares 13,446 Value ($000) $378 Avg Close — Range —
Q3 2024
Shares 5,555 Value ($000) $459 Avg Close — Range —
Q2 2024
Shares 7,901 Value ($000) $608 Avg Close — Range —
Q1 2024
Shares 8,036 Value ($000) $635 Avg Close — Range —
Q4 2023
Shares 8,222 Value ($000) $602 Avg Close — Range —
Q3 2023
Shares 10,087 Value ($000) $667 Avg Close — Range —
Q2 2023
Shares 10,647 Value ($000) $760 Avg Close — Range —
Q4 2022
Shares 11,172 Value ($000) $776 Avg Close — Range —
Q3 2022
Shares 11,444 Value ($000) $693 Avg Close — Range —
Q2 2022
Shares 12,376 Value ($000) $776 Avg Close — Range —
Q1 2022
Shares 194 Value ($000) $15 Avg Close — Range —