SCHWAB STRATEGIC TR

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

Modern Wealth Management, LLC's Holding History (CIK: 0002001900)

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

Q4 2025
Shares 186,644 Value ($000) $5,612 Avg Close — Range —
Q3 2025
Shares 129,157 Value ($000) $3,828 Avg Close — Range —