SCHWAB STRATEGIC TR

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

Wescott Financial Advisory Group, LLC's Holding History (CIK: 0001864880)

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

Q4 2025
Shares 103,209 Value ($000) $3,103 Avg Close — Range —
Q3 2025
Shares 102,820 Value ($000) $3,048 Avg Close — Range —
Q2 2025
Shares 108,142 Value ($000) $3,033 Avg Close — Range —
Q1 2025
Shares 109,425 Value ($000) $2,867 Avg Close — Range —
Q4 2024
Shares 111,588 Value ($000) $3,092 Avg Close — Range —
Q3 2024
Shares 37,071 Value ($000) $3,080 Avg Close — Range —
Q2 2024
Shares 43,662 Value ($000) $3,398 Avg Close — Range —
Q1 2024
Shares 47,485 Value ($000) $3,867 Avg Close — Range —
Q4 2023
Shares 55,540 Value ($000) $4,183 Avg Close — Range —
Q3 2023
Shares 56,474 Value ($000) $3,822 Avg Close — Range —
Q2 2023
Shares 57,601 Value ($000) $4,091 Avg Close — Range —
Q1 2023
Shares 61,464 Value ($000) $4,170 Avg Close — Range —
Q4 2022
Shares 62,499 Value ($000) $4,101 Avg Close — Range —
Q3 2022
Shares 60,985 Value ($000) $3,691 Avg Close — Range —
Q2 2022
Shares 60,780 Value ($000) $3,813 Avg Close — Range —
Q1 2022
Shares 60,576 Value ($000) $4,595 Avg Close — Range —