SCHWAB STRATEGIC TR

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

Keystone Wealth Services, LLC's Holding History (CIK: 0001866189)

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

Q4 2025
Shares 11,534 Value ($000) $347 Avg Close — Range —
Q3 2025
Shares 11,693 Value ($000) $347 Avg Close — Range —
Q2 2025
Shares 11,687 Value ($000) $328 Avg Close — Range —
Q1 2025
Shares 11,682 Value ($000) $306 Avg Close — Range —
Q4 2024
Shares 11,678 Value ($000) $324 Avg Close — Range —
Q3 2024
Shares 3,891 Value ($000) $323 Avg Close — Range —
Q2 2024
Shares 4,038 Value ($000) $314 Avg Close — Range —
Q1 2024
Shares 4,038 Value ($000) $329 Avg Close — Range —
Q4 2023
Shares 4,037 Value ($000) $304 Avg Close — Range —
Q3 2023
Shares 4,053 Value ($000) $274 Avg Close — Range —
Q2 2023
Shares 4,151 Value ($000) $295 Avg Close — Range —
Q1 2023
Shares 4,149 Value ($000) $282 Avg Close — Range —
Q4 2022
Shares 4,328 Value ($000) $284 Avg Close — Range —
Q3 2022
Shares 4,145 Value ($000) $251 Avg Close — Range —
Q2 2022
Shares 4,147 Value ($000) $260 Avg Close — Range —
Q1 2022
Shares 6,583 Value ($000) $499 Avg Close — Range —
Q4 2021
Shares 7,233 Value ($000) $582 Avg Close — Range —