SCHWAB STRATEGIC TR

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

IAG Wealth Partners, LLC's Holding History (CIK: 0001827261)

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

Q4 2025
Shares 38,691 Value ($000) $1,163 Avg Close — Range —
Q3 2025
Shares 39,289 Value ($000) $1,165 Avg Close — Range —
Q2 2025
Shares 39,676 Value ($000) $1,113 Avg Close — Range —
Q1 2025
Shares 43,138 Value ($000) $1,130 Avg Close — Range —
Q4 2024
Shares 48,153 Value ($000) $1,334 Avg Close — Range —
Q3 2024
Shares 16,503 Value ($000) $1,371 Avg Close — Range —
Q2 2024
Shares 16,999 Value ($000) $1,323 Avg Close — Range —
Q1 2024
Shares 17,599 Value ($000) $1,433 Avg Close — Range —
Q4 2023
Shares 19,670 Value ($000) $1,482 Avg Close — Range —
Q3 2023
Shares 22,237 Value ($000) $1,505 Avg Close — Range —
Q2 2023
Shares 23,038 Value ($000) $1,636 Avg Close — Range —
Q1 2023
Shares 24,841 Value ($000) $1,685 Avg Close — Range —
Q4 2022
Shares 23,889 Value ($000) $1,567 Avg Close — Range —
Q3 2022
Shares 23,607 Value ($000) $1,429 Avg Close — Range —
Q2 2022
Shares 26,826 Value ($000) $1,683 Avg Close — Range —
Q1 2022
Shares 18,874 Value ($000) $1,432 Avg Close — Range —
Q4 2021
Shares 21,391 Value ($000) $1,721 Avg Close — Range —
Q3 2021
Shares 21,228 Value ($000) $1,628 Avg Close — Range —
Q2 2021
Shares 21,945 Value ($000) $1,718 Avg Close — Range —
Q1 2021
Shares 23,969 Value ($000) $1,784 Avg Close — Range —
Q4 2020
Shares 25,656 Value ($000) $1,750 Avg Close — Range —
Q3 2020
Shares 28,249 Value ($000) $1,568 Avg Close — Range —
Q2 2020
Shares 30,904 Value ($000) $1,627 Avg Close — Range —
Q1 2020
Shares 95,280 Value ($000) $4,017 Avg Close — Range —
Q4 2019
Shares 114,942 Value ($000) $6,914 Avg Close — Range —