SCHWAB STRATEGIC TR

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

GoalVest Advisory LLC's Holding History (CIK: 0001839307)

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

Q3 2023
Shares 172 Value ($000) $12 Avg Close — Range —
Q1 2023
Shares 65 Value ($000) $4 Avg Close — Range —
Q3 2022
Shares 41 Value ($000) $2 Avg Close — Range —
Q1 2022
Shares 58 Value ($000) $4 Avg Close — Range —
Q4 2020
Shares 5 Value ($000) $0 Avg Close — Range —