SCHWAB STRATEGIC TR

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

Spire Wealth Management's Holding History (CIK: 0001858740)

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

Q4 2025
Shares 17,058 Value ($000) $513 Avg Close — Range —
Q3 2025
Shares 16,091 Value ($000) $477 Avg Close — Range —
Q2 2025
Shares 16,052 Value ($000) $450 Avg Close — Range —
Q1 2025
Shares 17,759 Value ($000) $465 Avg Close — Range —
Q4 2024
Shares 18,565 Value ($000) $514 Avg Close — Range —
Q3 2024
Shares 6,216 Value ($000) $517 Avg Close — Range —
Q2 2024
Shares 6,342 Value ($000) $494 Avg Close — Range —
Q1 2024
Shares 18,782 Value ($000) $1,529 Avg Close — Range —
Q4 2023
Shares 19,086 Value ($000) $1,413 Avg Close — Range —
Q3 2023
Shares 18,856 Value ($000) $1,276 Avg Close — Range —
Q2 2023
Shares 19,209 Value ($000) $1,364 Avg Close — Range —
Q1 2023
Shares 19,153 Value ($000) $1,300 Avg Close — Range —
Q4 2022
Shares 5,367 Value ($000) $0 Avg Close — Range —
Q3 2022
Shares 5,350 Value ($000) $324 Avg Close — Range —
Q2 2022
Shares 9,034 Value ($000) $567 Avg Close — Range —
Q1 2022
Shares 23,949 Value ($000) $1,817 Avg Close — Range —
Q4 2021
Shares 23,292 Value ($000) $1,873 Avg Close — Range —
Q3 2021
Shares 23,381 Value ($000) $1,792 Avg Close — Range —
Q2 2021
Shares 23,059 Value ($000) $1,805 Avg Close — Range —
Q1 2021
Shares 25,193 Value ($000) $1,849 Avg Close — Range —