SCHWAB STRATEGIC TR

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

KINGSWOOD WEALTH ADVISORS, LLC's Holding History (CIK: 0001987855)

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

Q4 2025
Shares 145,529 Value ($000) $4,376 Avg Close — Range —
Q3 2025
Shares 89,737 Value ($000) $2,660 Avg Close — Range —
Q2 2025
Shares 86,193 Value ($000) $2,418 Avg Close — Range —
Q1 2025
Shares 79,477 Value ($000) $2,082 Avg Close — Range —
Q4 2024
Shares 78,140 Value ($000) $2,165 Avg Close — Range —
Q3 2024
Shares 24,458 Value ($000) $2,032 Avg Close — Range —
Q2 2024
Shares 14,152 Value ($000) $1,101 Avg Close — Range —
Q4 2023
Shares 27,522 Value ($000) $2,283 Avg Close — Range —