SCHWAB STRATEGIC TR

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

McCarthy Asset Management, Inc.'s Holding History (CIK: 0001843169)

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

Q4 2025
Shares 214,138 Value ($000) $6,439 Avg Close — Range —
Q3 2025
Shares 162,912 Value ($000) $4,829 Avg Close — Range —
Q2 2025
Shares 160,615 Value ($000) $4,505 Avg Close — Range —
Q1 2025
Shares 161,925 Value ($000) $4,242 Avg Close — Range —
Q4 2024
Shares 162,189 Value ($000) $4,494 Avg Close — Range —
Q3 2024
Shares 56,476 Value ($000) $4,693 Avg Close — Range —
Q2 2024
Shares 58,911 Value ($000) $4,585 Avg Close — Range —
Q1 2024
Shares 58,032 Value ($000) $4,726 Avg Close — Range —
Q4 2023
Shares 59,131 Value ($000) $4,454 Avg Close — Range —
Q3 2023
Shares 60,705 Value ($000) $4,109 Avg Close — Range —
Q2 2023
Shares 63,894 Value ($000) $4,538 Avg Close — Range —
Q1 2023
Shares 67,706 Value ($000) $4,594 Avg Close — Range —
Q4 2022
Shares 67,369 Value ($000) $4,420 Avg Close — Range —
Q3 2022
Shares 68,071 Value ($000) $4,120 Avg Close — Range —
Q2 2022
Shares 52,889 Value ($000) $3,318 Avg Close — Range —
Q1 2022
Shares 53,976 Value ($000) $4,095 Avg Close — Range —
Q4 2021
Shares 54,467 Value ($000) $4,380 Avg Close — Range —
Q3 2021
Shares 52,934 Value ($000) $4,058 Avg Close — Range —
Q2 2021
Shares 51,336 Value ($000) $4,018 Avg Close — Range —
Q1 2021
Shares 47,816 Value ($000) $3,559 Avg Close — Range —
Q4 2020
Shares 43,580 Value ($000) $2,971 Avg Close — Range —