SCHWAB STRATEGIC TR

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

Williams Financial, LLC's Holding History (CIK: 0001846923)

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

Q3 2025
Shares 8,911 Value ($000) $249 Avg Close — Range —
Q4 2024
Shares 8,599 Value ($000) $222 Avg Close — Range —
Q3 2024
Shares 4,274 Value ($000) $220 Avg Close — Range —
Q2 2024
Shares 4,326 Value ($000) $205 Avg Close — Range —