SCHWAB STRATEGIC TR

Ticker: SCHA CUSIP: 808524607 Class: US SML CAP ETF

Litman Gregory Wealth Management LLC's Holding History (CIK: 0001551867)

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

Q4 2025
Shares 19,635 Value ($000) $559 Avg Close — Range —
Q3 2025
Shares 20,872 Value ($000) $582 Avg Close — Range —
Q2 2025
Shares 21,637 Value ($000) $547 Avg Close — Range —
Q1 2025
Shares 35,706 Value ($000) $837 Avg Close — Range —
Q4 2024
Shares 36,638 Value ($000) $947 Avg Close — Range —
Q3 2024
Shares 18,319 Value ($000) $943 Avg Close — Range —
Q2 2024
Shares 18,319 Value ($000) $869 Avg Close — Range —
Q1 2024
Shares 18,319 Value ($000) $902 Avg Close — Range —
Q4 2023
Shares 16,379 Value ($000) $774 Avg Close — Range —
Q3 2023
Shares 15,862 Value ($000) $657 Avg Close — Range —
Q2 2023
Shares 18,740 Value ($000) $821 Avg Close — Range —
Q4 2022
Shares 18,290 Value ($000) $741 Avg Close — Range —
Q3 2022
Shares 18,996 Value ($000) $718 Avg Close — Range —
Q2 2022
Shares 23,975 Value ($000) $935 Avg Close — Range —
Q1 2022
Shares 22,825 Value ($000) $1,081 Avg Close — Range —
Q4 2021
Shares 11,727 Value ($000) $1,201 Avg Close — Range —
Q3 2021
Shares 12,717 Value ($000) $1,273 Avg Close — Range —
Q2 2021
Shares 1,319 Value ($000) $1,319 Avg Close — Range —
Q1 2021
Shares 12,310 Value ($000) $1,227 Avg Close — Range —
Q4 2020
Shares 12,310 Value ($000) $1,096 Avg Close — Range —
Q3 2020
Shares 12,310 Value ($000) $841 Avg Close — Range —
Q2 2020
Shares 12,310 Value ($000) $804 Avg Close — Range —
Q1 2020
Shares 10,608 Value ($000) $547 Avg Close — Range —
Q4 2019
Shares 1,393 Value ($000) $105 Avg Close — Range —