SCHWAB STRATEGIC TR

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

National Wealth Management Group, LLC's Holding History (CIK: 0001977723)

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

Q4 2025
Shares 28,316 Value ($000) $851 Avg Close — Range —
Q3 2025
Shares 29,118 Value ($000) $863 Avg Close — Range —
Q2 2025
Shares 28,101 Value ($000) $788 Avg Close — Range —
Q1 2025
Shares 28,712 Value ($000) $752 Avg Close — Range —
Q4 2024
Shares 31,493 Value ($000) $873 Avg Close — Range —
Q3 2024
Shares 10,773 Value ($000) $895 Avg Close — Range —
Q2 2024
Shares 10,771 Value ($000) $838 Avg Close — Range —
Q1 2024
Shares 11,412 Value ($000) $929 Avg Close — Range —
Q4 2023
Shares 11,976 Value ($000) $902 Avg Close — Range —
Q3 2023
Shares 13,462 Value ($000) $911 Avg Close — Range —
Q2 2023
Shares 13,659 Value ($000) $985 Avg Close — Range —
Q1 2023
Shares 15,320 Value ($000) $1,014 Avg Close — Range —
Q4 2022
Shares 16,397 Value ($000) $1,076 Avg Close — Range —
Q3 2022
Shares 21,351 Value ($000) $1,292 Avg Close — Range —
Q2 2022
Shares 28,656 Value ($000) $1,798 Avg Close — Range —
Q1 2022
Shares 32,212 Value ($000) $2,444 Avg Close — Range —
Q4 2021
Shares 32,685 Value ($000) $2,629 Avg Close — Range —