SCHWAB STRATEGIC TR

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

Simplicity Wealth,LLC's Holding History (CIK: 0001913243)

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

Q4 2024
Shares 9,158 Value ($000) $254 Avg Close — Range —
Q2 2024
Shares 213,519 Value ($000) $16,618 Avg Close — Range —
Q1 2024
Shares 205,317 Value ($000) $16,719 Avg Close — Range —
Q4 2023
Shares 4,495 Value ($000) $339 Avg Close — Range —
Q3 2022
Shares 48,258 Value ($000) $2,921 Avg Close — Range —
Q2 2022
Shares 49,875 Value ($000) $3,129 Avg Close — Range —
Q1 2022
Shares 79,708 Value ($000) $6,047 Avg Close — Range —
Q4 2021
Shares 107,566 Value ($000) $8,652 Avg Close — Range —