SCHWAB STRATEGIC TR

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

Beacon Bridge Wealth Partners, LLC's Holding History (CIK: 0001965468)

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

Q4 2025
Shares 125,611 Value ($000) $3,777 Avg Close — Range —
Q3 2025
Shares 123,675 Value ($000) $3,666 Avg Close — Range —
Q2 2025
Shares 121,311 Value ($000) $3,403 Avg Close — Range —
Q1 2025
Shares 118,780 Value ($000) $3,112 Avg Close — Range —
Q4 2024
Shares 110,237 Value ($000) $3,055 Avg Close — Range —
Q3 2024
Shares 36,871 Value ($000) $3,064 Avg Close — Range —
Q2 2024
Shares 35,602 Value ($000) $2,771 Avg Close — Range —
Q1 2024
Shares 39,579 Value ($000) $3,223 Avg Close — Range —
Q4 2023
Shares 54,051 Value ($000) $4,071 Avg Close — Range —
Q3 2023
Shares 54,290 Value ($000) $3,674 Avg Close — Range —
Q2 2023
Shares 48,372 Value ($000) $3,436 Avg Close — Range —
Q1 2023
Shares 75,357 Value ($000) $5,113 Avg Close — Range —
Q4 2022
Shares 90,066 Value ($000) $5,909 Avg Close — Range —