SCHWAB STRATEGIC TR

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

Thrive Wealth Management, LLC's Holding History (CIK: 0001847610)

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

Q4 2025
Shares 48,566 Value ($000) $1,460 Avg Close — Range —
Q3 2025
Shares 55,856 Value ($000) $1,656 Avg Close — Range —
Q2 2025
Shares 73,570 Value ($000) $2,064 Avg Close — Range —
Q1 2025
Shares 24,654 Value ($000) $646 Avg Close — Range —
Q4 2024
Shares 10,713 Value ($000) $297 Avg Close — Range —
Q3 2024
Shares 3,099 Value ($000) $258 Avg Close — Range —
Q2 2024
Shares 3,117 Value ($000) $243 Avg Close — Range —
Q1 2024
Shares 2,876 Value ($000) $234 Avg Close — Range —
Q4 2023
Shares 2,871 Value ($000) $216 Avg Close — Range —
Q4 2021
Shares 3,108 Value ($000) $250 Avg Close — Range —