SCHWAB STRATEGIC TR

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

Wealth Group Ltd's Holding History (CIK: 0002010748)

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

Q4 2025
Shares 102,850 Value ($000) $3,094 Avg Close — Range —
Q3 2025
Shares 105,734 Value ($000) $3,134 Avg Close — Range —
Q2 2025
Shares 107,176 Value ($000) $3,006 Avg Close — Range —
Q1 2025
Shares 108,507 Value ($000) $2,843 Avg Close — Range —
Q4 2024
Shares 108,625 Value ($000) $3,010 Avg Close — Range —
Q3 2024
Shares 36,299 Value ($000) $3,016 Avg Close — Range —
Q2 2024
Shares 36,671 Value ($000) $2,854 Avg Close — Range —
Q1 2024
Shares 36,837 Value ($000) $2,939 Avg Close — Range —
Q4 2023
Shares 37,073 Value ($000) $2,763 Avg Close — Range —