SCHWAB STRATEGIC TR

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

SOA Wealth Advisors, LLC.'s Holding History (CIK: 0001849444)

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

Q3 2025
Shares 6,039 Value ($000) $179 Avg Close — Range —
Q2 2025
Shares 6,013 Value ($000) $169 Avg Close — Range —
Q1 2025
Shares 5,991 Value ($000) $157 Avg Close — Range —
Q4 2024
Shares 5,973 Value ($000) $166 Avg Close — Range —
Q3 2024
Shares 1,983 Value ($000) $165 Avg Close — Range —
Q2 2024
Shares 1,969 Value ($000) $153 Avg Close — Range —
Q1 2024
Shares 1,969 Value ($000) $160 Avg Close — Range —
Q4 2023
Shares 2,447 Value ($000) $184 Avg Close — Range —
Q3 2023
Shares 2,447 Value ($000) $166 Avg Close — Range —
Q2 2023
Shares 1,969 Value ($000) $140 Avg Close — Range —
Q1 2023
Shares 1,969 Value ($000) $134 Avg Close — Range —
Q4 2022
Shares 1,969 Value ($000) $129 Avg Close — Range —