SCHWAB STRATEGIC TR

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

DIVERSIFY WEALTH MANAGEMENT, LLC's Holding History (CIK: 0002030780)

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

Q4 2025
Shares 144,595 Value ($000) $4,594 Avg Close — Range —
Q3 2025
Shares 145,509 Value ($000) $4,288 Avg Close — Range —
Q2 2025
Shares 147,175 Value ($000) $4,245 Avg Close — Range —
Q1 2025
Shares 152,738 Value ($000) $3,916 Avg Close — Range —
Q4 2024
Shares 153,127 Value ($000) $4,229 Avg Close — Range —
Q3 2024
Shares 153,951 Value ($000) $4,263 Avg Close — Range —